VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

542 hedge funds and large institutions have $3.98B invested in Vanguard Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-69
Holders Change %
-11.29%
% of All Funds
11.97%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.57%
New
54
Increased
209
Reduced
204
Closed
113
Calls
$837K
Puts
$388K
Net Calls
+$449K
Net Calls Change
-$395K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$65.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$26M
3
KF
Krilogy Financial
Missouri
+$18.3M
4
EWA
ERTS Wealth Advisors
Michigan
+$12.8M
5
AssetMark Inc
AssetMark Inc
California
+$12.1M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$468M
2
CL
Cabana LLC
Arkansas
-$35.2M
3
Betterment LLC
Betterment LLC
New York
-$22.8M
4
FIA
Foundations Investment Advisors
Arizona
-$19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MECA
226
Miller Equity Capital Advisors
Texas
$798K -$272K -3,350 -25%
WA
227
Wealth Alliance
New York
$791K +$791K +9,735 New
SFG
228
StrategIQ Financial Group
Indiana
$788K +$137K +1,681 +21%
LWP
229
Legacy Wealth Planning
Nevada
$778K +$3.98K +49 +0.5%
WTFG
230
Wells Trecaso Financial Group
Ohio
$776K +$56.5K +695 +8%
WFPG
231
Waller Financial Planning Group
Ohio
$761K +$191K +2,350 +34%
HCM
232
Howland Capital Management
Massachusetts
$733K – – –
ECAM
233
East Coast Asset Management
Massachusetts
$728K -$219K -2,694 -23%
FVWA
234
Foster Victor Wealth Advisors
South Carolina
$725K +$52.5K +618 +8%
CWM
235
Capital Wealth Management
Rhode Island
$724K +$124K +1,521 +21%
CCA
236
Checchi Capital Advisers
California
$713K +$218K +2,685 +44%
SPIA
237
Steward Partners Investment Advisory
New York
$710K -$61K -751 -8%
GT
238
Glenview Trust
Kentucky
$710K +$42.8K +526 +6%
CWM
239
Cornerstone Wealth Management
Missouri
$706K -$73.7K -907 -9%
SQA
240
Simon Quick Advisors
New Jersey
$699K -$63.4K -781 -8%
PFA
241
Professional Financial Advisors
Nebraska
$699K +$395K +4,312 +130%
GAM
242
Gemmer Asset Management
California
$682K -$49.6K -610 -7%
5L
243
55I LLC
Massachusetts
$675K +$675K +7,453 New
KFA
244
Kays Financial Advisory
Georgia
$671K -$1.46M -17,934 -68%
BPA
245
Beacon Pointe Advisors
California
$667K -$15.2K -188 -2%
PCMC
246
Paragon Capital Management (Colorado)
Colorado
$667K +$406 +5 +0.1%
CL
247
Choreo LLC
Illinois
$665K +$665K +8,180 New
SWP
248
Stratos Wealth Partners
Ohio
$664K -$51.6K -635 -7%
Brown Advisory
249
Brown Advisory
Maryland
$654K -$86.7K -1,066 -12%
MA
250
MONECO Advisors
Connecticut
$653K -$124K -1,522 -16%
8 9
10
11 12