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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 %
CCA
301
Checchi Capital Advisers
California
$726K -$527K -4,419 -42%
GIA
302
Gladstone Institutional Advisory
Florida
$715K -$52.3K -439 -7%
OLA
303
Oliver Luxxe Assets
New Jersey
$706K +$21.9K +184 +3%
MFG
304
MidWestOne Financial Group
Iowa
$678K +$18.2K +153 +3%
ECG
305
Edge Capital Group
Georgia
$671K -$32.8K -275 -5%
ZB
306
Zions Bancorporation
Utah
$649K -$285K -2,391 -31%
RCA
307
Rex Capital Advisors
Rhode Island
$640K – – –
MWP
308
MYCIO Wealth Partners
Pennsylvania
$635K +$4.17K +35 +0.7%
CWAG
309
Compton Wealth Advisory Group
Virginia
$633K -$92.3K -774 -13%
PFA
310
Paradigm Financial Advisors
Missouri
$630K +$3.69K +31 +0.6%
1WA
311
180 Wealth Advisors
Washington
$626K +$104K +870 +20%
Comerica Bank
312
Comerica Bank
Texas
$624K +$291K +2,440 +87%
KA
313
Kovack Advisors
Florida
$595K +$33.6K +282 +6%
TPA
314
Trivium Point Advisory
Connecticut
$591K +$146K +1,223 +33%
CAC
315
Certified Advisory Corp
Florida
$588K +$50.6K +425 +9%
NP
316
NorthRock Partners
Minnesota
$582K +$178K +1,497 +44%
SIA
317
Strategic Investment Advisors
Michigan
$580K +$166K +1,391 +40%
BEAM
318
Baker Ellis Asset Management
Washington
$570K -$11.9K -100 -2%
BCA
319
Bay Colony Advisors
Massachusetts
$570K -$10.4K -86 -2%
CS
320
Capital Square
Tennessee
$568K +$568K +4,766 New
NL
321
NWAM LLC
Washington
$549K +$5K +42 +0.9%
GVAG
322
Great Valley Advisor Group
Delaware
$538K -$37.7K -317 -7%
WP
323
WMS Partners
Maryland
$537K +$537K +4,502 New
CWM
324
Connecticut Wealth Management
Connecticut
$535K – – –
PAIM
325
Punch & Associates Investment Management
Minnesota
$530K +$530K +4,448 New
11 12
13
14 15