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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
$151M
2
TF
TIAA FSB
Florida
$324M
3
Osaic Holdings
Osaic Holdings
Arizona
$71.9M
4
Betterment LLC
Betterment LLC
New York
$912M
5
CCFM
Clear Creek Financial Management
Washington
$25.2M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$204M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Creative Planning
Creative Planning
Kansas
$34.8M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$269M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$202M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$912M +$25.8M +254,647 +3%
Morgan Stanley
2
Morgan Stanley
New York
$377M -$4.73M -46,631 -1%
TF
3
TIAA FSB
Florida
$324M +$56.7M +559,278 +21%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$269M -$18M -177,178 -6%
Bank of America
5
Bank of America
North Carolina
$214M -$3.19M -31,491 -1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$204M -$42M -414,572 -17%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$202M -$12.2M -122,714 -6%
UBS Group
8
UBS Group
Switzerland
$157M +$6.63M +65,437 +4%
Wells Fargo
9
Wells Fargo
California
$152M +$5.03M +49,585 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$151M +$65.1M +642,178 +76%
AssetMark Inc
11
AssetMark Inc
California
$137M +$17.5M +172,225 +15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$122M -$30.9M -304,995 -20%
SGAM
13
Stephens Group Asset Management
Arkansas
$94.7M +$6.16M +60,721 +7%
Ameriprise
14
Ameriprise
Minnesota
$84.2M -$2.7M -26,645 -3%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$77.2M -$9.72M -95,913 -11%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$74.9M +$2.07M +20,441 +3%
Stifel Financial
17
Stifel Financial
Missouri
$72.1M -$1.57M -15,439 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$71.9M +$31.5M +310,967 +78%
WA
19
Waverly Advisors
Alabama
$66M +$924K +9,070 +1%
LPL Financial
20
LPL Financial
California
$53.3M +$148K +1,463 +0.3%
Truist Financial
21
Truist Financial
North Carolina
$52.1M +$1.23M +12,124 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$50.1M +$2.92M +28,783 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$39.8M +$1.76M +17,318 +5%
EH
24
Equitable Holdings
New York
$35.1M -$315K -3,109 -0.9%
Creative Planning
25
Creative Planning
Kansas
$34.8M -$22.9M -225,778 -40%
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