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Vanguard Mid-Cap Value ETF

651 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, 239 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 25

47% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.23M

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

27% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 188

24% more capital invested

Capital invested by funds: $5.29B → $6.58B (+$1.29B)

17% more funds holding

Funds holding: 558651 (+93)

1% more ownership

Funds ownership: 58.59%59.59% (+1%)

Holders
651
Holders Change
+93
Holders Change %
+16.67%
% of All Funds
11.52%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.65%
New
127
Increased
239
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
Change in
Stake
EDRIA
76
Edmonds Duncan Registered Investment Advisors
Kansas
$8.81M +$5.42M +48,355 +232%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$8.78M +$825K +7,364 +11%
LNB
78
Ledyard National Bank
$8.66M +$1.01M +9,030 +14%
CWM
79
Cranbrook Wealth Management
Michigan
$8.49M -$110K -986 -1%
CCM
80
CWH Capital Management
Washington
$8.36M +$7.87M +70,292 New
AA
81
Alesco Advisors
New York
$8.27M -$101K -902 -1%
HCMT
82
Highland Capital Management (Tennessee)
Tennessee
$8.23M -$49.5K -442 -0.6%
EI
83
Ellevest Inc
New York
$8.12M +$529K +4,719 +7%
RC
84
Rovin Capital
Arizona
$8.08M +$230K +2,050 +3%
Mariner
85
Mariner
Kansas
$7.84M +$1.55M +13,815 +27%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$7.55M +$75.8K +677 +1%
MMA
87
Miracle Mile Advisors
California
$7.52M -$710K -6,341 -9%
LFS
88
Lutz Financial Services
Nebraska
$7.51M -$118K -1,056 -2%
LIM
89
Leavell Investment Management
Alabama
$7.28M -$1.77M -15,790 -21%
SL
90
Systelligence LLC
Minnesota
$7.07M -$4.48M -40,000 -40%
EWA
91
Exencial Wealth Advisors
Oklahoma
$7.03M +$149K +1,328 +2%
CPIG
92
Chicago Partners Investment Group
Illinois
$6.93M -$156K -1,393 -2%
SWM
93
Southern Wealth Management
Texas
$6.87M +$320K +2,860 +5%
FAT
94
First American Trust
California
$6.78M +$67.9K +606 +1%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$6.74M +$736K +6,575 +13%
DWA
96
Dougherty Wealth Advisers
Minnesota
$6.65M +$4.14M +36,969 +195%
AFS
97
Annapolis Financial Services
Maryland
$6.49M +$6.11M +54,575 New
WFA
98
Wellspring Financial Advisors
Ohio
$6.3M -$1.03M -9,166 -15%
TYCC
99
Texas Yale Capital Corp
Florida
$6.29M +$50.9K +454 +0.9%
BWM
100
Brickley Wealth Management
California
$6.09M -$1.01K -9 -0%

VOE Hedge Fund Activity: Q4 2020 in Review

651 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2020, worth a combined $6.58B — up 24% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new VOE positions and 25 closed out — a net gain of 102 holders — while 239 added to existing stakes and 188 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $75.2M. The largest seller was TIAA FSB, cutting an estimated $64.5M.

  • 651 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2020, up from 558 in Q3 2020.
  • Funds reported $6.58B of Vanguard Mid-Cap Value ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 127 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2020 and 25 closed out, a net change of +102 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2020 was Exchange Traded Concepts, an estimated $75.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2020 was TIAA FSB, an estimated $64.5M sold.

Based on aggregated 13F filings for Q4 2020.