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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

650 hedge funds and large institutions have $6.58B invested in Vanguard Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+93
Holders Change %
+16.7%
% of All Funds
11.53%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.66%
New
127
Increased
238
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
$79.9M
2
Truist Financial
Truist Financial
North Carolina
$112M
3
Betterment LLC
Betterment LLC
New York
$1.1B
4
Creative Planning
Creative Planning
Kansas
$68.5M
5
AssetMark Inc
AssetMark Inc
California
$188M

Top Sellers

1
TF
TIAA FSB
Florida
$311M
2
Goldman Sachs
Goldman Sachs
New York
$4.13M
3
CCFM
Clear Creek Financial Management
Washington
$0
4
TAIM
TD Ameritrade Investment Management
Nebraska
$300M
5
UBS Group
UBS Group
Switzerland
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$1.1B +$33.3M +280,130 +3%
Morgan Stanley
2
Morgan Stanley
New York
$463M +$21.4M +180,058 +5%
TF
3
TIAA FSB
Florida
$311M -$68.5M -576,021 -18%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$300M -$16M -134,153 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$265M +$24M +201,766 +10%
Bank of America
6
Bank of America
North Carolina
$259M +$7.72M +64,917 +3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$232M -$6.84M -57,522 -3%
AssetMark Inc
8
AssetMark Inc
California
$188M +$27.5M +230,806 +17%
Wells Fargo
9
Wells Fargo
California
$183M +$4.62M +38,804 +3%
UBS Group
10
UBS Group
Switzerland
$171M -$13.6M -113,990 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$169M -$8.17M -68,683 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$142M -$1.03M -8,650 -0.7%
SGAM
13
Stephens Group Asset Management
Arkansas
$112M +$981K +8,244 +0.9%
Truist Financial
14
Truist Financial
North Carolina
$112M +$50.8M +427,058 +83%
Ameriprise
15
Ameriprise
Minnesota
$96.9M -$1.91M -16,066 -2%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$92M +$1.45M +12,177 +2%
Stifel Financial
17
Stifel Financial
Missouri
$90.9M +$6.28M +52,788 +7%
WA
18
Waverly Advisors
Alabama
$86.6M +$4.36M +34,324 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$83.3M +$1.64M +14,226 +2%
ETC
20
Exchange Traded Concepts
Oklahoma
$79.9M +$79.9M +671,267 New
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$79.6M -$8.26M -69,443 -9%
LPL Financial
22
LPL Financial
California
$70.1M +$7.61M +63,958 +12%
Creative Planning
23
Creative Planning
Kansas
$68.5M +$27.7M +232,812 +68%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$59.5M +$749K +6,295 +1%
EH
25
Equitable Holdings
New York
$49.4M +$8.18M +68,754 +20%
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