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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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$2.29M +$285K +2,810 +14%
HFRG
152
Houlihan Financial Resource Group
Virginia
$2.25M +$2.25M +19,879 New
HB
153
Homrich & Berg
Georgia
$2.24M +$1.99M +19,679 +813%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$2.23M +$7.7K +76 +0.3%
MW
155
Marcum Wealth
Ohio
$2.2M +$34.4K +339 +2%
RIA
156
Regal Investment Advisors
Michigan
$2.19M -$890K -8,785 -29%
NC
157
NovaPoint Capital
Georgia
$2.14M +$2.14M +21,059 New
EDRIA
158
Edmonds Duncan Registered Investment Advisors
Kansas
$2.12M +$48.2K +476 +2%
DE
159
Day & Ennis
Georgia
$2.11M +$81.3K +802 +4%
BWA
160
BDO Wealth Advisors
Florida
$2.11M -$590K -5,818 -22%
APSP
161
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.1M +$10K +99 +0.5%
WLIM
162
White Lighthouse Investment Management
Massachusetts
$2.05M -$247K -2,435 -11%
FAAS
163
First Allied Advisory Services
California
$2.05M -$50K -493 -2%
FUBT
164
First United Bank & Trust
Maryland
$2.04M -$66.9K -660 -3%
FCI
165
Financial Counselors Inc
Kansas
$2.02M +$143K +1,410 +8%
BOH
166
Bank of Hawaii
Hawaii
$1.97M -$275K -2,709 -12%
DWA
167
Dougherty Wealth Advisers
Minnesota
$1.92M +$14.6K +144 +0.8%
CAN
168
Cetera Advisor Networks
California
$1.9M -$106K -1,043 -5%
BSB
169
Bangor Savings Bank
Maine
$1.89M +$116K +1,148 +7%
BRWA
170
B. Riley Wealth Advisors
Florida
$1.86M +$944K +9,534 +104%
VFA
171
Voya Financial Advisors
Connecticut
$1.85M +$77.2K +766 +4%
BDF
172
Black Diamond Financial
Maryland
$1.84M -$22.9K -226 -1%
PWM
173
Provident Wealth Management
Tennessee
$1.81M -$119K -1,169 -6%
EF
174
Empirical Finance
Pennsylvania
$1.81M +$314K +3,096 +21%
TCWA
175
Ten Capital Wealth Advisors
Washington
$1.8M +$1.8M +17,789 New
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7
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