VOE icon

Vanguard Mid-Cap Value ETF

650 hedge funds and large institutions have $6.58B invested in Vanguard Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+93
Holders Change %
+16.7%
% of All Funds
11.53%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.66%
New
127
Increased
238
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
51
Bragg Financial Advisors
North Carolina
$15.7M +$210K +1,764 +1%
SCA
52
Spearhead Capital Advisors
Florida
$15.6M +$1.77M +14,896 +13%
EK
53
Evensky & Katz
Florida
$15.1M -$46.6K -392 -0.3%
KL
54
KWMG LLC
Kansas
$14.8M +$754K +6,337 +5%
CA
55
Capital Advantage
California
$14.8M -$132K -1,118 -0.9%
A
56
AdvicePeriod
California
$14.7M -$50.8K -427 -0.3%
PWM
57
Praetorian Wealth Management
California
$14M +$460K +3,867 +3%
WF
58
WoodTrust Financial
Wisconsin
$13.8M +$457K +3,840 +3%
CG
59
Colony Group
Massachusetts
$13.8M +$360K +3,025 +3%
SFG
60
Sage Financial Group
Pennsylvania
$13.6M +$37.2K +313 +0.3%
BWL
61
Bogart Wealth LLC
Virginia
$13.2M +$13.2M +111,208 New
SWM
62
Shakespeare Wealth Management
Wisconsin
$12.8M +$850K +7,144 +7%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$12.4M +$508K +4,272 +4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$12.4M +$1.91M +16,097 +18%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$11.6M +$4.05M +2,876 +53%
SWM
66
SVA Wealth Management
Wisconsin
$11.1M -$1.56M -13,103 -12%
MGIA
67
Moneta Group Investment Advisors
Missouri
$10.5M +$879K +7,393 +9%
RWG
68
Ratio Wealth Group
Colorado
$10.5M +$10.5M +88,127 New
TWP
69
Total Wealth Planning
Ohio
$10.2M +$196K +1,648 +2%
DC
70
Derby & Company
Massachusetts
$10.1M +$11.1K +93 +0.1%
William Blair & Company
71
William Blair & Company
Illinois
$9.76M -$1.19M -9,979 -11%
SFG
72
SNS Financial Group
Minnesota
$9.62M +$67.3K +566 +0.7%
FWP
73
Falcon Wealth Planning
California
$9.57M +$9.57M +80,448 New
AMG
74
Asset Management Group
Connecticut
$9.09M +$32.8K +276 +0.4%
NYLIM
75
New York Life Investment Management
New York
$8.85M -$6.74M -56,647 -43%