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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
301
Pinion Investment Advisors
Kansas
$432K +$13.3K +123 +3%
GPA
302
Garrison Point Advisors
California
$427K – – –
BCA
303
Bay Colony Advisors
Massachusetts
$413K -$196K -1,825 -32%
RCG
304
Ruggie Capital Group
Florida
$413K -$131K -1,212 -24%
PFA
305
Paradigm Financial Advisors
Missouri
$412K +$24.3K +225 +6%
HTC
306
Haverford Trust Company
Pennsylvania
$401K +$162K +1,500 +68%
Renaissance Technologies
307
Renaissance Technologies
New York
$399K -$237K -2,200 -37%
Truist Financial
308
Truist Financial
North Carolina
$398K -$18.7K -173 -4%
RFC
309
Regions Financial Corp
Alabama
$398K +$13K +120 +3%
LWAC
310
Laurel Wealth Advisors (California)
California
$394K +$41K +380 +12%
RWA
311
Ropes Wealth Advisors
Massachusetts
$385K – – –
AWS
312
AJ Wealth Strategies
New York
$383K -$60.7K -563 -14%
FMWA
313
Forvis Mazars Wealth Advisors
Missouri
$382K -$42.5K -394 -10%
Brown Advisory
314
Brown Advisory
Maryland
$381K -$112K -1,035 -23%
OWM
315
Opes Wealth Management
California
$374K +$374K +3,471 New
M&T Bank
316
M&T Bank
New York
$370K -$49.8K -462 -12%
FANJ
317
Financial Architects (New Jersey)
New Jersey
$369K +$98.6K +913 +36%
IWC
318
Integrated Wealth Concepts
Massachusetts
$365K +$62.1K +575 +21%
TPA
319
Trivium Point Advisory
Connecticut
$365K +$365K +3,382 New
UBS AM
320
UBS AM
Illinois
$361K +$170K +1,574 +89%
Millennium Management
321
Millennium Management
New York
$360K +$360K +3,335 New
SCG
322
Sonata Capital Group
Washington
$356K – – –
BIA
323
Bigelow Investment Advisors
Maine
$353K – – –
GJIC
324
Gamble Jones Investment Counsel
California
$350K +$20.9K +194 +6%
LFAS
325
Level Four Advisory Services
Texas
$348K +$27K +250 +8%
11 12
13
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