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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 %
FAIM
176
Financial Advocates Investment Management
Washington
$1.79M -$2.66M -26,245 -60%
PFM
177
Phillips Financial Management
Indiana
$1.79M -$104K -1,022 -5%
MA
178
Mutual Advisors
Nebraska
$1.78M -$343K -3,382 -16%
OWM
179
Opes Wealth Management
California
$1.76M +$82.2K +811 +5%
CWM
180
Capital Wealth Management
Rhode Island
$1.68M +$622K +6,137 +59%
MWM
181
Maltin Wealth Management
New Jersey
$1.68M -$43.1K -425 -2%
AB
182
Atlas Brown
Kentucky
$1.65M -$157K -1,546 -9%
FI
183
FormulaFolio Investments
Michigan
$1.65M +$1.08M +10,651 +191%
UCFA
184
United Capital Financial Advisors
Texas
$1.62M +$21.4K +211 +1%
RWA
185
Redhawk Wealth Advisors
Minnesota
$1.57M -$27.8K -274 -2%
1WA
186
180 Wealth Advisors
Washington
$1.52M +$21.7K +205 +1%
VF
187
Virtu Financial
New York
$1.52M +$1.52M +14,969 New
HighTower Advisors
188
HighTower Advisors
Illinois
$1.48M -$4.46K -44 -0.3%
HCP
189
Hexagon Capital Partners
Arkansas
$1.46M +$1.46M +13,989 New
CS
190
Comerica Securities
Michigan
$1.42M -$4.16K -41 -0.3%
KPWS
191
Kestra Private Wealth Services
Texas
$1.39M +$1.39M +13,694 New
PD
192
Planning Directions
Pennsylvania
$1.37M +$37.4K +369 +3%
FIA
193
Foundations Investment Advisors
Arizona
$1.37M +$310K +3,019 +29%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$1.35M +$48.2K +465 +4%
SEIA
195
Signature Estate & Investment Advisors
California
$1.32M +$22.9K +226 +2%
SW
196
SkyOak Wealth
Michigan
$1.31M +$315K +3,109 +32%
AOWM
197
Alpha Omega Wealth Management
Virginia
$1.3M +$44.7K +441 +4%
AIC
198
Ameritas Investment Company
Nebraska
$1.28M – – –
ABC
199
Associated Banc-Corp
Wisconsin
$1.27M -$3.55K -35 -0.3%
SCA
200
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M – – –
6 7
8
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