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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 %
HCM
251
Howland Capital Management
Massachusetts
$1.08M – – –
GAM
252
Gemmer Asset Management
California
$1.07M – – –
WTFG
253
Wells Trecaso Financial Group
Ohio
$1.06M +$1.79K +15 +0.2%
SWP
254
Stratos Wealth Partners
Ohio
$1.05M +$57K +478 +6%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$1.04M +$636K +5,336 +156%
Citadel Advisors
256
Citadel Advisors
Florida
$1.02M -$19.1K -160 -2%
BPA
257
Beacon Pointe Advisors
California
$1M +$27.5K +230 +3%
OWM
258
Opes Wealth Management
California
$1M +$608K +5,097 +154%
SFP
259
Strategic Financial Partners
Oregon
$1M +$1M +8,403 New
FAIM
260
Financial Advocates Investment Management
Washington
$998K +$46.4K +389 +5%
IAA
261
Independent Advisor Alliance
North Carolina
$994K +$994K +8,343 New
TI
262
Truepoint Inc
Ohio
$993K +$7.86K +66 +0.8%
GT
263
Glenview Trust
Kentucky
$978K -$4.89K -41 -0.5%
PCMC
264
Paragon Capital Management (Colorado)
Colorado
$977K – – –
WTC
265
WhitTier Trust Company
Nevada
$969K – – –
SFG
266
StrategIQ Financial Group
Indiana
$955K +$339K +2,846 +55%
FVWA
267
Foster Victor Wealth Advisors
South Carolina
$937K +$41.3K +349 +5%
IAN
268
Integrated Advisors Network
Texas
$920K +$920K +7,721 New
FNBOMD
269
First National Bank of Mount Dora
Florida
$915K – – –
CSPIA
270
Cary Street Partners Investment Advisory
Virginia
$907K +$907K +7,610 New
AIM
271
Acropolis Investment Management
Missouri
$900K +$29.1K +246 +3%
KTM
272
Keeler Thomas Management
Utah
$896K -$49M -8,152 -98%
WCM
273
Windham Capital Management
Massachusetts
$894K – – –
CWM
274
Capital Wealth Management
Rhode Island
$879K +$32.5K +273 +4%
FLA
275
Financial Life Advisors
Texas
$877K -$29.5K -247 -3%
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