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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 %
PP
326
Prudential plc
United Kingdom
$529K +$76.3K +640 +17%
SAM
327
SignalPoint Asset Management
Missouri
$525K -$85.9K -720 -14%
WP
328
WealthSource Partners
California
$514K -$2.15K -18 -0.4%
PL
329
Plancorp LLC
Missouri
$514K +$46.5K +390 +10%
CFFP
330
Center for Financial Planning
Michigan
$509K +$509K +4,269 New
WIA
331
World Investment Advisors
California
$505K -$6.56K -55 -1%
RCA
332
Ranch Capital Advisors
Florida
$502K -$11.2K -94 -2%
AAS
333
Avantax Advisory Services
Texas
$500K +$500K +4,206 New
BFA
334
Beacon Financial Advisory
Ohio
$499K +$499K +4,190 New
KCM
335
Kendall Capital Management
Maryland
$483K +$2.86K +24 +0.6%
WPP
336
Whalerock Point Partners
Rhode Island
$479K -$60.2K -505 -11%
PFP
337
Pinnacle Financial Partners
Tennessee
$473K – – –
GPA
338
Garrison Point Advisors
California
$471K – – –
ASN
339
Advisory Services Network
Georgia
$471K +$105K +882 +29%
ODIJL
340
One Day In July LLC
Vermont
$469K – – –
NAS
341
Nicolet Advisory Services
Wisconsin
$459K -$2.68M -22,448 -85%
WLPWM
342
Walled Lake Planning & Wealth Management
Illinois
$453K +$453K +3,801 New
CWM
343
Calamos Wealth Management
Illinois
$451K – – –
CF
344
Centaurus Financial
California
$446K +$33.6K +282 +8%
CMO
345
Covenant Multifamily Offices
Texas
$446K +$46.8K +795 +12%
RFC
346
Regions Financial Corp
Alabama
$434K -$238 -2 -0.1%
SAM
347
S.A. Mason
Michigan
$434K +$434K +3,640 New
BWM
348
BCS Wealth Management
Tennessee
$430K +$430K +3,608 New
TRCT
349
Tower Research Capital (TRC)
New York
$428K +$370K +3,099 +635%
FMWA
350
Forvis Mazars Wealth Advisors
Missouri
$422K – – –
12 13
14
15 16