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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 %
PS
276
Portfolio Solutions
Michigan
$875K +$875K +7,340 New
SI
277
Stephens Inc
Arkansas
$870K +$159K +1,331 +22%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$863K -$332K -2,784 -28%
BJL
279
Brighton Jones LLC
Washington
$857K -$4.05K -34 -0.5%
CHAM
280
Clear Harbor Asset Management
Connecticut
$850K +$89.4K +750 +12%
PWAC
281
Private Wealth Advisors (California)
California
$846K +$112K +942 +15%
IA
282
IFP Advisors
Florida
$842K +$2.61K +22 +0.3%
WFPG
283
Waller Financial Planning Group
Ohio
$835K -$2.98K -25 -0.4%
CAL
284
Capital Advisors Ltd
Ohio
$835K – – –
SWM
285
SeaCrest Wealth Management
New York
$832K +$20.1K +169 +2%
VCP
286
Verus Capital Partners
Arizona
$815K +$815K +6,837 New
JIC
287
Johnson Investment Counsel
Ohio
$806K +$98.6K +827 +14%
BIM
288
Baldwin Investment Management
Pennsylvania
$797K +$2.38K +20 +0.3%
HCIA
289
Hochman Cole Investment Advisors
Illinois
$793K -$51K -428 -6%
CHA
290
Carmichael Hill & Associates
Maryland
$792K -$23.5K -197 -3%
FA
291
FDx Advisors
Illinois
$791K -$29.3K -246 -4%
JPLA
292
Joseph P. Lucia & Associates
New York
$783K -$28.4K -238 -3%
9WM
293
9258 Wealth Management
Ohio
$783K +$783K +6,571 New
HI
294
Human Investing
Oregon
$776K +$776K +6,512 New
DCM
295
Donaldson Capital Management
Indiana
$773K -$265K -2,228 -26%
WWM
296
Windsor Wealth Management
Indiana
$771K +$1.67K +14 +0.2%
TFA
297
TPG Financial Advisors
Oregon
$764K -$7.75K -65 -1%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$756K -$86.6K -727 -10%
JWCA
299
J.W. Cole Advisors
Florida
$738K +$738K +6,189 New
ESB
300
Essex Savings Bank
Connecticut
$730K -$477 -4 -0.1%
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