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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
226
Capital Advisors Ltd
Ohio
$929K – – –
HCIA
227
Hochman Cole Investment Advisors
Illinois
$909K – – –
GT
228
Glenview Trust
Kentucky
$894K – – –
PCMC
229
Paragon Capital Management (Colorado)
Colorado
$885K – – –
AIM
230
Acropolis Investment Management
Missouri
$874K – – –
TI
231
Truepoint Inc
Ohio
$874K – – –
FA
232
FDx Advisors
Illinois
$870K +$79.9K +740 +10%
HT
233
Heritage Trust
Oklahoma
$844K +$745K +6,901 +752%
FWM
234
Foresight Wealth Management
Utah
$842K -$172K -1,582 -17%
CWM
235
Capital Wealth Management
Rhode Island
$837K -$4.43K -41 -0.5%
WFPG
236
Waller Financial Planning Group
Ohio
$837K +$23.9K +214 +3%
FLA
237
Financial Life Advisors
Texas
$833K -$179K -1,655 -18%
FNBOMD
238
First National Bank of Mount Dora
Florida
$828K – – –
QCG
239
Quadrant Capital Group
Ohio
$828K +$43.8K +407 +6%
AOWM
240
Alpha Omega Wealth Management
Virginia
$817K +$359K +3,332 +79%
FVWA
241
Foster Victor Wealth Advisors
South Carolina
$812K +$39.9K +370 +5%
MA
242
MONECO Advisors
Connecticut
$810K +$50.7K +470 +7%
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$810K +$319K +2,960 +65%
WCM
244
Windham Capital Management
Massachusetts
$809K +$809K +7,500 New
TFA
245
TPG Financial Advisors
Oregon
$797K -$7.54K -69 -0.9%
WTC
246
WhitTier Trust Company
Nevada
$796K +$54K +500 +7%
QCM
247
Quadrant Capital Management
New Jersey
$791K +$791K +7,330 New
SQA
248
Simon Quick Advisors
New Jersey
$790K -$65.9K -611 -8%
GIA
249
Gladstone Institutional Advisory
Florida
$788K -$19.2K -178 -2%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$777K -$54.9K -506 -7%
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