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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 %
Truist Financial
301
Truist Financial
North Carolina
$368K -$19.6K -206 -5%
MA
302
Mutual Advisors
Nebraska
$354K -$93.2K -979 -21%
PFA
303
Paradigm Financial Advisors
Missouri
$343K +$4.2K +44 +1%
RFC
304
Regions Financial Corp
Alabama
$340K -$2.86K -30 -0.8%
RWA
305
Ropes Wealth Advisors
Massachusetts
$340K – – –
BWA
306
BDO Wealth Advisors
Florida
$338K +$9.54K +100 +3%
MCM
307
Maryland Capital Management
Maryland
$332K -$53.8K -565 -14%
KF
308
Krilogy Financial
Missouri
$322K +$1.81K +19 +0.6%
CGL
309
Clarius Group LLC
Washington
$316K – – –
SCG
310
Sonata Capital Group
Washington
$314K – – –
BIA
311
Bigelow Investment Advisors
Maine
$312K – – –
LWAC
312
Laurel Wealth Advisors (California)
California
$311K – – –
AC
313
Alexandria Capital
Virginia
$311K +$311K +3,266 New
NP
314
NorthRock Partners
Minnesota
$305K +$12.9K +135 +4%
AB
315
AT Bancorp
Iowa
$301K +$109K +1,144 +57%
FHC
316
First Heartland Consultants
Missouri
$293K -$11.5K -121 -4%
WA
317
WP Advisors
California
$292K +$24K +252 +9%
Bessemer Group
318
Bessemer Group
New Jersey
$291K – – –
BB
319
Busey Bank
Illinois
$291K – – –
GJIC
320
Gamble Jones Investment Counsel
California
$291K +$23.3K +244 +9%
WSTAM
321
Wilbanks Smith & Thomas Asset Management
Virginia
$288K -$2.41M -25,274 -89%
SSI
322
Scott & Selber Inc
Texas
$286K -$19.1K -200 -6%
BIAS
323
Beacon Investment Advisory Services
New Jersey
$286K – – –
LFAS
324
Level Four Advisory Services
Texas
$283K -$53.3K -560 -16%
BCM
325
Bienville Capital Management
New York
$276K +$95.2K +1,000 +53%
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