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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 %
IA
251
IFP Advisors
Florida
$797K +$797K +7,067 New
SQA
252
Simon Quick Advisors
New Jersey
$795K +$520K +4,606 +189%
CAL
253
Capital Advisors Ltd
Ohio
$792K – – –
FA
254
FDx Advisors
Illinois
$778K -$89.7K -793 -10%
CHA
255
Carmichael Hill & Associates
Maryland
$773K -$10.2K -90 -1%
SWM
256
SeaCrest Wealth Management
New York
$770K +$4.97K +44 +0.6%
JPLA
257
Joseph P. Lucia & Associates
New York
$769K -$60.2K -533 -7%
BIM
258
Baldwin Investment Management
Pennsylvania
$754K – – –
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$751K +$751K +6,643 New
MA
260
Mutual Advisors
Nebraska
$743K +$59.9K +530 +9%
TFA
261
TPG Financial Advisors
Oregon
$732K -$7.46K -66 -1%
GIA
262
Gladstone Institutional Advisory
Florida
$727K -$50.5K -447 -6%
CHAM
263
Clear Harbor Asset Management
Connecticut
$721K +$56.5K +500 +9%
WWM
264
Windsor Wealth Management
Indiana
$705K -$6.67K -61 -0.9%
PWAC
265
Private Wealth Advisors (California)
California
$696K -$1.24K -11 -0.2%
ESB
266
Essex Savings Bank
Connecticut
$692K -$60.9K -539 -8%
CWAG
267
Compton Wealth Advisory Group
Virginia
$687K +$32.7K +290 +5%
SI
268
Stephens Inc
Arkansas
$674K +$62.1K +550 +10%
JIC
269
Johnson Investment Counsel
Ohio
$671K +$5.09K +45 +0.8%
ECG
270
Edge Capital Group
Georgia
$667K – – –
OLA
271
Oliver Luxxe Assets
New Jersey
$630K +$25.2K +230 +4%
MFG
272
MidWestOne Financial Group
Iowa
$626K -$226K -2,001 -27%
RCA
273
Rex Capital Advisors
Rhode Island
$607K – – –
MWP
274
MYCIO Wealth Partners
Pennsylvania
$598K +$1.36K +12 +0.2%
PFA
275
Paradigm Financial Advisors
Missouri
$594K -$9.49K -84 -2%
9 10
11
12 13