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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 %
CHAM
251
Clear Harbor Asset Management
Connecticut
$653K +$73.5K +905 +13%
PWAC
252
Private Wealth Advisors (California)
California
$653K +$75.6K +929 +13%
FANJ
253
Financial Architects (New Jersey)
New Jersey
$652K -$59.8K -736 -8%
TIA
254
Tiemann Investment Advisors
California
$645K -$167K -2,057 -21%
IAN
255
Integrated Advisors Network
Texas
$628K – – –
NWM
256
Northwest Wealth Management
Iowa
$626K -$313K -3,853 -33%
WI
257
WrapManager Inc
California
$626K -$299K -3,676 -32%
WTC
258
WhitTier Trust Company
Nevada
$624K -$37K -455 -6%
FNBOMD
259
First National Bank of Mount Dora
Florida
$624K – – –
PS
260
Portfolio Solutions
Michigan
$621K +$24.7K +304 +4%
AIM
261
Acropolis Investment Management
Missouri
$620K +$1.54K +19 +0.2%
SFP
262
Strategic Financial Partners
Oregon
$617K -$66.2K -814 -10%
WCM
263
Windham Capital Management
Massachusetts
$610K – – –
BJL
264
Brighton Jones LLC
Washington
$600K +$15.6K +192 +3%
MFG
265
MidWestOne Financial Group
Iowa
$597K +$134K +1,649 +29%
OLA
266
Oliver Luxxe Assets
New Jersey
$593K +$76.5K +877 +15%
SI
267
Stephens Inc
Arkansas
$587K -$6.51K -80 -1%
PFO
268
Pathstone Family Office
New Jersey
$586K +$399K +4,908 +213%
KCM
269
Kennedy Capital Management
Missouri
$585K +$585K +7,196 New
CAL
270
Capital Advisors Ltd
Ohio
$575K +$5.45K +67 +1%
PIMG
271
Patriot Investment Management Group
Tennessee
$559K -$486K -5,989 -47%
CAC
272
Certified Advisory Corp
Florida
$549K +$148K +1,814 +37%
BIM
273
Baldwin Investment Management
Pennsylvania
$545K +$1.22K +15 +0.2%
HCIA
274
Hochman Cole Investment Advisors
Illinois
$541K – – –
CHA
275
Carmichael Hill & Associates
Maryland
$540K +$569 +7 +0.1%
9 10
11
12 13