VOE icon

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 %
Betterment LLC
1
Betterment LLC
New York
$836M +$99.6M +1,040,513 +14%
Morgan Stanley
2
Morgan Stanley
New York
$360M +$114M +1,192,439 +46%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$271M +$4.59M +48,008 +2%
TF
4
TIAA FSB
Florida
$252M +$7.72M +80,624 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$232M -$17.5M -183,091 -7%
Bank of America
6
Bank of America
North Carolina
$205M -$10.3M -107,885 -5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$199M -$8.23M -89,167 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$144M -$24.7M -257,823 -15%
UBS Group
9
UBS Group
Switzerland
$142M +$24.6M +256,766 +21%
Wells Fargo
10
Wells Fargo
California
$139M -$40.4K -422 -0%
AssetMark Inc
11
AssetMark Inc
California
$119M +$15.3M +151,380 +15%
SGAM
12
Stephens Group Asset Management
Arkansas
$83.4M +$8.51M +89,100 +11%
Ameriprise
13
Ameriprise
Minnesota
$82.7M -$26M -269,476 -24%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$82M -$54.1M -565,634 -40%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$81M +$55.5M +579,678 +218%
Stifel Financial
16
Stifel Financial
Missouri
$69.6M -$6.7M -69,996 -9%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$68.7M +$961K +10,042 +1%
WA
18
Waverly Advisors
Alabama
$66.3M +$1.16M +11,132 +2%
Creative Planning
19
Creative Planning
Kansas
$54.5M +$22.6M +235,934 +71%
LPL Financial
20
LPL Financial
California
$50.2M +$7.94K +83 +0%
Truist Financial
21
Truist Financial
North Carolina
$48M +$505K +5,272 +1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$44.5M -$4M -41,786 -8%
Osaic Holdings
23
Osaic Holdings
Arizona
$38.1M -$2.74M -28,618 -7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$35.9M -$3.76M -39,280 -9%
EH
25
Equitable Holdings
New York
$33.5M -$616K -6,434 -2%
1
2 3 4 5