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Vanguard Mid-Cap Value ETF

651 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, 239 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 25

47% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.23M

42% more funds holding in top 10

Funds holding in top 10: 2637 (+11)

27% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 188

24% more capital invested

Capital invested by funds: $5.29B → $6.58B (+$1.29B)

17% more funds holding

Funds holding: 558651 (+93)

1% more ownership

Funds ownership: 58.59%59.59% (+1%)

Holders
651
Holders Change
+93
Holders Change %
+16.67%
% of All Funds
11.52%
Holding in Top 10
37
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+42.31%
% of All Funds
0.65%
New
127
Increased
239
Reduced
188
Closed
25
Calls
$3.27M
Puts
$2.23M
Net Calls
+$1.04M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$1.1B +$31.4M +280,130 +3%
Morgan Stanley
2
Morgan Stanley
New York
$463M +$20.2M +180,058 +5%
TF
3
TIAA FSB
Florida
$311M -$64.5M -576,021 -18%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$300M -$15M -134,153 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$265M +$22.6M +201,766 +10%
Bank of America
6
Bank of America
North Carolina
$259M +$7.27M +64,917 +3%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$232M -$6.44M -57,522 -3%
AssetMark Inc
8
AssetMark Inc
California
$188M +$25.9M +230,806 +17%
Wells Fargo
9
Wells Fargo
California
$183M +$4.35M +38,804 +3%
UBS Group
10
UBS Group
Switzerland
$171M -$12.8M -113,990 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$169M -$7.69M -68,683 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$142M -$969K -8,650 -0.7%
SGAM
13
Stephens Group Asset Management
Arkansas
$112M +$923K +8,244 +0.9%
Truist Financial
14
Truist Financial
North Carolina
$112M +$47.8M +427,058 +83%
Ameriprise
15
Ameriprise
Minnesota
$96.9M -$1.8M -16,066 -2%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$92M +$1.36M +12,177 +2%
Stifel Financial
17
Stifel Financial
Missouri
$90.9M +$5.91M +52,788 +7%
WA
18
Waverly Advisors
Alabama
$86.6M +$3.84M +34,324 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$83.3M +$1.59M +14,226 +2%
ETC
20
Exchange Traded Concepts
Oklahoma
$79.9M +$75.2M +671,267 New
JMPWA
21
JP Morgan Private Wealth Advisors
California
$79.6M -$7.78M -69,443 -9%
LPL Financial
22
LPL Financial
California
$70.1M +$7.16M +63,958 +12%
Creative Planning
23
Creative Planning
Kansas
$68.5M +$26.1M +232,812 +68%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$59.5M +$705K +6,295 +1%
EH
25
Equitable Holdings
New York
$49.4M +$7.7M +68,754 +20%

VOE Hedge Fund Activity: Q4 2020 in Review

651 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2020, worth a combined $6.58B — up 24% from $5.29B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new VOE positions and 25 closed out — a net gain of 102 holders — while 239 added to existing stakes and 188 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $75.2M. The largest seller was TIAA FSB, cutting an estimated $64.5M.

  • 651 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2020, up from 558 in Q3 2020.
  • Funds reported $6.58B of Vanguard Mid-Cap Value ETF stock for Q4 2020, up 24% quarter-over-quarter.
  • 127 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2020 and 25 closed out, a net change of +102 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2020 was Exchange Traded Concepts, an estimated $75.2M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2020 was TIAA FSB, an estimated $64.5M sold.

Based on aggregated 13F filings for Q4 2020.