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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 %
CHA
251
Carmichael Hill & Associates
Maryland
$647K +$13.3K +140 +2%
SWM
252
SeaCrest Wealth Management
New York
$645K +$77.9K +817 +14%
CIAS
253
Capital Investment Advisory Services
North Carolina
$632K -$2.09K -22 -0.3%
BIM
254
Baldwin Investment Management
Pennsylvania
$631K – – –
EVM
255
Eaton Vance Management
Massachusetts
$611K – – –
WWM
256
Windsor Wealth Management
Indiana
$602K +$1.62K +17 +0.3%
OA
257
Opes Advisors
California
$595K -$177K -1,863 -23%
PSG
258
Planning Solutions Group
Maryland
$591K +$591K +6,201 New
CCA
259
Checchi Capital Advisers
California
$579K -$124K -1,305 -18%
VDFA
260
Vickerman & Driscoll Financial Advisors
Washington
$575K +$23.4K +246 +4%
Renaissance Technologies
261
Renaissance Technologies
New York
$562K +$314K +3,300 +127%
ECG
262
Edge Capital Group
Georgia
$562K +$562K +5,899 New
JIC
263
Johnson Investment Counsel
Ohio
$547K – – –
CHAM
264
Clear Harbor Asset Management
Connecticut
$546K +$37.6K +395 +7%
TSW
265
Thompson Siegel & Walmsley
Virginia
$545K +$462K +4,845 +554%
WIA
266
World Investment Advisors
California
$545K +$545K +5,102 New
BCA
267
Bay Colony Advisors
Massachusetts
$540K -$622K -6,537 -54%
ESB
268
Essex Savings Bank
Connecticut
$537K +$537K +5,639 New
SS
269
Simplicity Solutions
Minnesota
$536K -$84K -881 -14%
CWAG
270
Compton Wealth Advisory Group
Virginia
$524K +$524K +5,504 New
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$523K +$523K +5,493 New
KWM
272
Kingsview Wealth Management
Oregon
$522K -$17.5K -184 -3%
PWAC
273
Private Wealth Advisors (California)
California
$519K +$519K +5,447 New
RCA
274
Rex Capital Advisors
Rhode Island
$512K – – –
SI
275
Stephens Inc
Arkansas
$508K -$780K -8,184 -61%
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