VOE icon

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 %
PA
276
Paracle Advisors
Washington
$539K +$539K +6,637 New
FA
277
FDx Advisors
Illinois
$538K -$1.79K -22 -0.3%
1WA
278
180 Wealth Advisors
Washington
$535K +$130K +1,671 +32%
TFA
279
TPG Financial Advisors
Oregon
$534K +$12.9K +159 +2%
ASN
280
Advisory Services Network
Georgia
$531K +$210K +2,583 +65%
HA
281
Harborview Advisors
Maine
$514K +$325K +4,000 +172%
TNBTD
282
Trustmark National Bank Trust Department
Mississippi
$513K -$248K -3,049 -33%
9WM
283
9258 Wealth Management
Ohio
$513K -$81.4K -900 -14%
RWP
284
RWA Wealth Partners
Massachusetts
$498K -$9.17M -112,820 -95%
KA
285
Kovack Advisors
Florida
$491K +$85K +1,045 +21%
BSW
286
Buckingham Strategic Wealth
Missouri
$488K -$308K -3,792 -39%
BFPW
287
BOK Financial Private Wealth
Colorado
$487K +$487K +5,997 New
DCM
288
Donaldson Capital Management
Indiana
$485K -$42.4K -522 -8%
SIA
289
Strategic Investment Advisors
Michigan
$478K +$82.3K +1,013 +21%
WWM
290
Windsor Wealth Management
Indiana
$473K -$52.6K -647 -10%
JPLA
291
Joseph P. Lucia & Associates
New York
$467K -$67.1K -826 -13%
ACA
292
Anchor Capital Advisors
Massachusetts
$466K +$466K +5,736 New
FI
293
FormulaFolio Investments
Michigan
$461K -$451K -5,548 -49%
VCP
294
Verus Capital Partners
Arizona
$461K -$94.8K -1,166 -17%
ECG
295
Edge Capital Group
Georgia
$458K – – –
PFA
296
Paradigm Financial Advisors
Missouri
$453K +$23.5K +289 +5%
JIC
297
Johnson Investment Counsel
Ohio
$452K -$97.1K -1,196 -18%
V
298
Veritable
Delaware
$444K +$225K +2,767 +102%
CS
299
Capital Square
Tennessee
$438K +$50.3K +619 +13%
RCA
300
Rex Capital Advisors
Rhode Island
$437K – – –
10 11
12
13 14