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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

563 hedge funds and large institutions have $4.86B invested in Vanguard Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 175 increasing their positions, 223 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+21
Holders Change %
+3.87%
% of All Funds
11.57%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.55%
New
80
Increased
175
Reduced
223
Closed
55
Calls
$2.24M
Puts
$1.39M
Net Calls
+$852K
Net Calls Change
+$403K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$360M
2
Betterment LLC
Betterment LLC
New York
$836M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$81M
4
UBS Group
UBS Group
Switzerland
$142M
5
Creative Planning
Creative Planning
Kansas
$54.5M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$82M
2
Ameriprise
Ameriprise
Minnesota
$82.7M
3
MD
Money Design
Japan
$10.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M
5
MIS
Morningstar Investment Services
Illinois
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
76
Rovin Capital
Arizona
$6.17M -$104K -1,082 -2%
LFS
77
Lutz Financial Services
Nebraska
$6.15M -$6.31M -65,938 -51%
WFA
78
Wellspring Financial Advisors
Ohio
$5.98M +$4.66M +48,698 +353%
CPIG
79
Chicago Partners Investment Group
Illinois
$5.84M +$714K +7,096 +14%
FAIM
80
Financial Advocates Investment Management
Washington
$5.79M +$3.26M +24,747 +129%
FAT
81
First American Trust
California
$5.67M +$574 +6 +0%
EWA
82
Exencial Wealth Advisors
Oklahoma
$5.62M -$93.2K -974 -2%
Mariner
83
Mariner
Kansas
$5.59M +$1.23M +12,803 +28%
PGFC
84
Peapack-Gladstone Financial Corp
New Jersey
$5.56M +$2.61M +27,237 +88%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$5.51M -$1.74M -18,184 -24%
SWM
86
Southern Wealth Management
Texas
$5.38M +$648K +6,768 +14%
GFPC
87
Global Financial Private Capital
Florida
$5.38M +$425K +4,440 +9%
EI
88
Ellevest Inc
New York
$5.32M +$378K +3,951 +8%
NFG
89
Next Financial Group
Texas
$5.21M -$44.1K -461 -0.8%
TYCC
90
Texas Yale Capital Corp
Florida
$5.02M -$189K -1,974 -4%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$4.97M -$78.2K -817 -2%
ONB
92
Old National Bancorp
Indiana
$4.67M -$362K -3,780 -7%
FFG
93
Fullen Financial Group
Ohio
$4.61M +$4.61M +48,149 New
WIC
94
Whitegate Investment Counselors
New Hampshire
$4.57M +$2.25M +23,545 +97%
AWM
95
AE Wealth Management
Kansas
$4.55M +$1.15M +12,043 +34%
UB
96
UMB Bank
Missouri
$4.51M -$749K -7,828 -14%
APP
97
Avantax Planning Partners
Iowa
$4.48M +$1.14M +11,864 +34%
SS
98
Simplicity Solutions
Minnesota
$4.43M +$1.79M +18,674 +68%
WFM
99
Wolff Financial Management
Michigan
$4.32M +$91.6K +957 +2%
FPIS
100
Financial Planning & Information Services
Wisconsin
$4.32M +$556K +5,810 +15%
2 3
4
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