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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 %
WP
301
WMS Partners
Maryland
$431K +$65K +799 +18%
EFL
302
ERn Financial LLC
Wisconsin
$415K +$131K +1,606 +46%
NB
303
Nicolet Bankshares
Wisconsin
$412K -$710K -8,733 -63%
LL
304
LPWM LLC
Minnesota
$406K +$406K +4,991 New
Comerica Bank
305
Comerica Bank
Texas
$391K -$69.2K -787 -15%
ZB
306
Zions Bancorporation
Utah
$389K -$53.9K -662 -12%
HA
307
Hamel Associates
New Jersey
$387K -$2.44M -29,992 -86%
AAS
308
Avantax Advisory Services
Texas
$386K +$44.7K +551 +13%
IA
309
IFP Advisors
Florida
$382K -$215K -2,554 -36%
MFS
310
McNamara Financial Services
Massachusetts
$381K +$381K +4,688 New
CWM
311
Connecticut Wealth Management
Connecticut
$365K – – –
NP
312
NorthRock Partners
Minnesota
$359K -$38.2K -470 -10%
PWM
313
Perigon Wealth Management
California
$359K +$118K +1,306 +49%
CWAG
314
Compton Wealth Advisory Group
Virginia
$358K -$73.8K -908 -17%
BCA
315
Bay Colony Advisors
Massachusetts
$351K -$32K -394 -8%
PAS
316
Partnervest Advisory Services
California
$349K +$349K +4,288 New
WIA
317
World Investment Advisors
California
$343K -$1.06K -13 -0.3%
VCA
318
Verdence Capital Advisors
Maryland
$333K +$62.1K +764 +23%
DY
319
Dowling & Yahnke
California
$333K +$195K +2,402 +141%
CWM
320
Calamos Wealth Management
Illinois
$330K +$22.8K +280 +7%
ODIJL
321
One Day In July LLC
Vermont
$325K +$5.44K +67 +2%
BFA
322
Beacon Financial Advisory
Ohio
$324K -$16.6K -204 -5%
FFG
323
Ford Financial Group
California
$323K +$39.2K +483 +14%
GPA
324
Garrison Point Advisors
California
$322K – – –
SWM
325
SeaCrest Wealth Management
New York
$321K -$247K -3,034 -43%
11 12
13
14 15