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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

557 hedge funds and large institutions have $5.29B invested in Vanguard Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 217 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
-6
Holders Change %
-1.07%
% of All Funds
11.27%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.53%
New
46
Increased
191
Reduced
217
Closed
48
Calls
$2.36M
Puts
$4.72M
Net Calls
-$2.36M
Net Calls Change
-$3.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.1M
2
TF
TIAA FSB
Florida
+$56.7M
3
Osaic Holdings
Osaic Holdings
Arizona
+$31.5M
4
Betterment LLC
Betterment LLC
New York
+$25.8M
5
CCFM
Clear Creek Financial Management
Washington
+$25.2M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$42M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$30.9M
3
Creative Planning
Creative Planning
Kansas
-$22.9M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$18M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
126
Stokes Family Office
Louisiana
$3.13M -$291K -2,869 -9%
SB
127
Simmons Bank
Arkansas
$3.08M -$36K -355 -1%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$3.06M – – –
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$3.05M +$306K +3,023 +11%
RRC
130
Relaxing Retirement Coach
Massachusetts
$2.95M -$1.01M -9,942 -25%
IFS
131
Ifrah Financial Services
Arkansas
$2.95M -$40.8K -403 -1%
GP
132
Girard Partners
Pennsylvania
$2.91M -$310K -3,056 -10%
MRC
133
Millburn Ridgefield Corp
New York
$2.88M +$17.8K +176 +0.6%
SFM
134
Signet Financial Management
New Jersey
$2.83M +$101K +954 +4%
DADC
135
D.A. Davidson & Co
Montana
$2.8M +$45.7K +451 +2%
CWAG
136
Compton Wealth Advisory Group
Virginia
$2.78M +$2.36M +23,315 +566%
MAFM
137
Mid Atlantic Financial Management
Pennsylvania
$2.72M -$140K -1,247 -5%
SPC
138
Sigma Planning Corp
Michigan
$2.64M -$34K -335 -1%
AI
139
Atria Investments
North Carolina
$2.64M -$136K -1,341 -5%
JFA
140
Johanson Financial Advisors
California
$2.56M -$50.1K -479 -2%
PAS
141
Park Avenue Securities
New York
$2.49M +$66.8K +659 +3%
EWA
142
EP Wealth Advisors
California
$2.48M -$1.69M -16,627 -40%
BF
143
BOK Financial
Oklahoma
$2.45M +$343K +3,386 +16%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$2.44M +$2.44M +24,056 New
NNP
145
Nachman Norwood & Parrott
South Carolina
$2.42M -$34.1K -336 -1%
TPCW
146
TD Private Client Wealth
New York
$2.4M -$35.8K -353 -1%
HIA
147
Harbor Investment Advisory
Maryland
$2.4M +$200K +1,972 +9%
WDL
148
Well Done LLC
Michigan
$2.39M -$73.3K -723 -3%
CS
149
Credit Suisse
Switzerland
$2.39M – – –
MA
150
MUFG Americas
New York
$2.33M -$199K -1,967 -8%
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