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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

443 hedge funds and large institutions have $4.79B invested in Vanguard Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 179 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.82%
New
35
Increased
179
Reduced
130
Closed
26
Calls
$2.11M
Puts
$960K
Net Calls
+$1.15M
Net Calls Change
+$162K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$79.5M
2
Betterment LLC
Betterment LLC
New York
+$76.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$51.4M
4
MMEA
Main Management ETF Advisors
California
+$18.9M
5
NYLIM
New York Life Investment Management
New York
+$18.1M

Top Sellers

1
MA
MCF Advisors
Kentucky
-$11.7M
2
AssetMark Inc
AssetMark Inc
California
-$8.94M
3
MD
Money Design
Japan
-$8.23M
4
KFA
Kays Financial Advisory
Georgia
-$7.47M
5
JFA
JNBA Financial Advisors
Minnesota
-$5.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
FC Advisory
Pennsylvania
$274K – – –
VCA
302
Verdence Capital Advisors
Maryland
$268K +$12.4K +110 +5%
OBWP
303
O'Brien Wealth Partners
Massachusetts
$261K -$1.02K -9 -0.4%
BAS
304
Brown Advisory Securities
Maryland
$261K +$39.7K +350 +18%
AA
305
Ancora Advisors
Ohio
$260K +$260K +2,301 New
HIS
306
Horizon Investment Services
Indiana
$258K -$4.07K -36 -2%
SA
307
Strategic Advisors
New York
$257K -$45.2K -400 -15%
HTC
308
Haverford Trust Company
Pennsylvania
$257K +$257K +2,269 New
RIG
309
Roosevelt Investment Group
New York
$257K +$257K +2,270 New
BRWM
310
B. Riley Wealth Management
Tennessee
$254K +$254K +2,249 New
TFCP
311
Twin Focus Capital Partners
Massachusetts
$250K – – –
F
312
F3Logic
Minnesota
$250K +$6.48K +57 +3%
MJRIC
313
Mogy Joel R Investment Counsel
California
$244K – – –
BAM
314
Belpointe Asset Management
Nevada
$236K +$236K +2,087 New
WWM
315
Wagner Wealth Management
South Carolina
$235K – – –
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$235K +$97.6K +863 +71%
TFS
317
TrustCore Financial Services
Tennessee
$234K +$146K +1,293 +166%
CTC
318
Central Trust Company
Missouri
$231K +$6.23K +55 +3%
CRC
319
Curi RMB Capital
Illinois
$231K +$231K +2,043 New
DBRC
320
D.B. Root & Company
Pennsylvania
$229K – – –
OIA
321
OneDigital Investment Advisors
Kansas
$229K – – –
AB
322
AT Bancorp
Iowa
$228K – – –
BlackRock
323
BlackRock
New York
$225K -$3.28K -29 -1%
RA
324
RFG Advisory
Alabama
$218K +$218K +1,927 New
BCM
325
Bienville Capital Management
New York
$216K – – –
11 12
13
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