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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$20.4M
2
FIA
Foundations Investment Advisors
Arizona
+$17.5M
3
SB
Suntrust Banks
Georgia
+$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$9.53M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
-$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17.1M
3
Stifel Financial
Stifel Financial
Missouri
-$15.7M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
226
Citadel Advisors
Florida
$984K -$4.18M -36,954 -81%
SPIA
227
Steward Partners Investment Advisory
New York
$981K +$432K +3,829 +79%
SWP
228
Stratos Wealth Partners
Ohio
$941K +$2.6K +23 +0.3%
KTM
229
Keeler Thomas Management
Utah
$938K +$938K +8,301 New
TI
230
Truepoint Inc
Ohio
$934K +$8.36K +74 +0.9%
GT
231
Glenview Trust
Kentucky
$932K -$18.1K -160 -2%
PCMC
232
Paragon Capital Management (Colorado)
Colorado
$927K – – –
HT
233
Heritage Trust
Oklahoma
$927K +$22.6K +200 +2%
BPA
234
Beacon Pointe Advisors
California
$926K +$1.13K +10 +0.1%
WTC
235
WhitTier Trust Company
Nevada
$919K +$33.9K +300 +4%
FAIM
236
Financial Advocates Investment Management
Washington
$902K -$1.39M -12,289 -61%
MA
237
MONECO Advisors
Connecticut
$901K +$51.4K +455 +6%
ZB
238
Zions Bancorporation
Utah
$885K -$94.1K -833 -10%
FNBOMD
239
First National Bank of Mount Dora
Florida
$867K – – –
BWA
240
BDO Wealth Advisors
Florida
$866K +$555K +4,909 +178%
FLA
241
Financial Life Advisors
Texas
$859K -$5.65K -50 -0.7%
WCM
242
Windham Capital Management
Massachusetts
$847K – – –
FVWA
243
Foster Victor Wealth Advisors
South Carolina
$837K -$9.07K -82 -1%
AIM
244
Acropolis Investment Management
Missouri
$832K -$13.2K -117 -2%
BJL
245
Brighton Jones LLC
Washington
$816K +$4.63K +41 +0.6%
BSW
246
Buckingham Strategic Wealth
Missouri
$813K +$189K +1,674 +30%
CWM
247
Capital Wealth Management
Rhode Island
$803K -$68.4K -605 -8%
WFPG
248
Waller Financial Planning Group
Ohio
$801K -$21.2K -186 -3%
HCIA
249
Hochman Cole Investment Advisors
Illinois
$800K -$126K -1,119 -14%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$799K -$12.5K -111 -2%
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