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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

496 hedge funds and large institutions have $4.21B invested in Vanguard Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 168 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
11.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
107
Increased
168
Reduced
147
Closed
46
Calls
$1.86M
Puts
$282K
Net Calls
+$1.58M
Net Calls Change
+$429K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
2
TF
TIAA FSB
Florida
+$34.3M
3
Bank of America
Bank of America
North Carolina
+$32.7M
4
JCM
Jacobi Capital Management
Pennsylvania
+$22.4M
5
UBS Group
UBS Group
Switzerland
+$16.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$106M
2
Wells Fargo
Wells Fargo
California
-$85.4M
3
FIA
Foundations Investment Advisors
Arizona
-$30.4M
4
CL
Cabana LLC
Arkansas
-$30.1M
5
MMEA
Main Management ETF Advisors
California
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$818K +$16.3K +171 +2%
HCIA
227
Hochman Cole Investment Advisors
Illinois
$803K – – –
GT
228
Glenview Trust
Kentucky
$790K -$3.15K -33 -0.4%
PCMC
229
Paragon Capital Management (Colorado)
Colorado
$781K – – –
AIM
230
Acropolis Investment Management
Missouri
$772K +$9.91K +104 +1%
TI
231
Truepoint Inc
Ohio
$772K +$33.4K +351 +5%
SFG
232
StrategIQ Financial Group
Indiana
$757K -$89.4K -938 -11%
SQA
233
Simon Quick Advisors
New Jersey
$756K +$292K +3,060 +63%
CWM
234
Capital Wealth Management
Rhode Island
$743K +$15.5K +163 +2%
FNBOMD
235
First National Bank of Mount Dora
Florida
$731K – – –
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$731K +$201K +2,111 +38%
PS
237
Portfolio Solutions
Michigan
$727K +$727K +7,633 New
IWM
238
IHT Wealth Management
Illinois
$722K -$29.9K -314 -4%
HFS
239
Howard Financial Services
Texas
$717K +$717K +7,527 New
GIA
240
Gladstone Institutional Advisory
Florida
$713K +$713K +7,482 New
TFA
241
TPG Financial Advisors
Oregon
$701K +$701K +7,362 New
FA
242
FDx Advisors
Illinois
$698K +$698K +7,322 New
WFPG
243
Waller Financial Planning Group
Ohio
$695K +$695K +7,293 New
QCG
244
Quadrant Capital Group
Ohio
$690K – – –
FVWA
245
Foster Victor Wealth Advisors
South Carolina
$682K +$682K +7,157 New
BJL
246
Brighton Jones LLC
Washington
$681K -$2.86K -30 -0.4%
MA
247
MONECO Advisors
Connecticut
$670K +$670K +7,036 New
EFL
248
ERn Financial LLC
Wisconsin
$669K +$669K +7,023 New
BEAM
249
Baker Ellis Asset Management
Washington
$668K +$28.6K +300 +4%
WTC
250
WhitTier Trust Company
Nevada
$655K -$110K -1,153 -14%
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