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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

611 hedge funds and large institutions have $5.8B invested in Vanguard Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 236 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+91
Holders Change %
+17.5%
% of All Funds
12.07%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.63%
New
125
Increased
236
Reduced
153
Closed
30
Calls
$846K
Puts
$2K
Net Calls
+$844K
Net Calls Change
-$2.15M

Top Buyers

1
SGAM
Stephens Group Asset Management
Arkansas
+$87.7M
2
Betterment LLC
Betterment LLC
New York
+$62.4M
3
Truist Financial
Truist Financial
North Carolina
+$61.4M
4
JFA
Johanson Financial Advisors
California
+$48.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$71.4M
2
KTM
Keeler Thomas Management
Utah
-$49M
3
Axa
Axa
France
-$34.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.91M
5
SF
Summit Financial
New Jersey
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
LHC
226
Little House Capital
Massachusetts
$1.32M -$551K -4,624 -30%
CSM
227
CAMG Solamere Management
North Carolina
$1.32M -$26.9K -225 -2%
EVM
228
Eaton Vance Management
Massachusetts
$1.31M +$101K +850 +8%
AIA
229
Angeles Investment Advisors
California
$1.3M – – –
PBF
230
Petix & Botte Financial
California
$1.29M +$1.29M +10,794 New
BP
231
Ballentine Partners
Massachusetts
$1.28M – – –
GC
232
Grimes & Company
Massachusetts
$1.27M +$7.63K +64 +0.6%
MWM
233
Merriman Wealth Management
Washington
$1.25M +$1.25M +10,466 New
3F
234
360 Financial
Minnesota
$1.25M +$1.25M +10,348 New
QCG
235
Quadrant Capital Group
Ohio
$1.23M – – –
TIA
236
Tiemann Investment Advisors
California
$1.19M +$477 +4 +0%
BSW
237
Buckingham Strategic Wealth
Missouri
$1.17M +$310K +2,602 +36%
MA
238
MONECO Advisors
Connecticut
$1.16M +$192K +1,582 +20%
CANC
239
Culbertson A N & Co
Virginia
$1.16M -$22.6K -190 -2%
CWM
240
Cornerstone Wealth Management
Missouri
$1.14M +$78.2K +656 +7%
KWMG
241
King Wealth Management Group
Florida
$1.14M +$2.86K +24 +0.3%
OIA
242
Optimum Investment Advisors
Illinois
$1.14M -$38.7K -325 -3%
LWP
243
Legacy Wealth Planning
Nevada
$1.14M +$1.14M +9,519 New
SPIA
244
Steward Partners Investment Advisory
New York
$1.13M +$96.2K +807 +9%
Renaissance Technologies
245
Renaissance Technologies
New York
$1.12M +$572K +4,800 +104%
SQA
246
Simon Quick Advisors
New Jersey
$1.12M +$280K +2,345 +33%
TNBTD
247
Trustmark National Bank Trust Department
Mississippi
$1.12M -$82.3K -690 -7%
PSF
248
Pacific Sun Financial
California
$1.11M +$5.96K +50 +0.5%
Brown Advisory
249
Brown Advisory
Maryland
$1.09M +$495K +4,154 +84%
AA
250
ALPS Advisors
Colorado
$1.09M -$30.4K -255 -3%
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