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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 %
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$505K +$409K +4,293 +425%
MWP
277
MYCIO Wealth Partners
Pennsylvania
$503K +$503K +5,278 New
RCG
278
Ruggie Capital Group
Florida
$481K -$258K -2,707 -35%
SAM
279
SignalPoint Asset Management
Missouri
$479K -$36.3K -381 -7%
PP
280
Prudential plc
United Kingdom
$467K +$467K +4,900 New
NL
281
NWAM LLC
Washington
$457K -$134K -1,403 -23%
IDA
282
Intelligence Driven Advisers
California
$452K +$452K +4,745 New
OLA
283
Oliver Luxxe Assets
New Jersey
$447K +$49.9K +524 +13%
Brown Advisory
284
Brown Advisory
Maryland
$435K -$679K -7,130 -61%
WPP
285
Whalerock Point Partners
Rhode Island
$433K -$48.3K -507 -10%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$433K +$9.53K +100 +2%
FHA
287
Flagship Harbor Advisors
Massachusetts
$433K +$142K +1,494 +49%
WP
288
WealthSource Partners
California
$416K +$416K +4,368 New
KA
289
Kovack Advisors
Florida
$413K +$10.3K +108 +3%
CL
290
Cabana LLC
Arkansas
$409K -$30.1M -315,730 -99%
AOWM
291
Alpha Omega Wealth Management
Virginia
$404K -$8.76K -92 -2%
CAC
292
Certified Advisory Corp
Florida
$393K -$161K -1,689 -29%
AWS
293
AJ Wealth Strategies
New York
$392K -$124K -1,298 -24%
ASN
294
Advisory Services Network
Georgia
$382K -$22.8K -239 -6%
WA
295
Wambolt & Associates
Colorado
$382K +$382K +4,006 New
EAM
296
Evanson Asset Management
California
$377K +$1.14K +12 +0.3%
GPA
297
Garrison Point Advisors
California
$377K +$377K +3,955 New
FMWA
298
Forvis Mazars Wealth Advisors
Missouri
$375K – – –
M&T Bank
299
M&T Bank
New York
$371K +$61.1K +642 +20%
PIA
300
Pinion Investment Advisors
Kansas
$369K +$18.7K +197 +5%
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