VOE icon

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 %
IWAG
326
Integer Wealth Advisors Group
Georgia
$310K +$310K +3,408 New
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$307K -$180K -2,345 -37%
TSS
328
Two Sigma Securities
New York
$302K +$302K +3,720 New
ESB
329
Essex Savings Bank
Connecticut
$298K -$200K -2,463 -40%
CFFP
330
Center for Financial Planning
Michigan
$296K -$51.4K -632 -15%
BWM
331
BCS Wealth Management
Tennessee
$293K – – –
CFG
332
Citizens Financial Group
Rhode Island
$293K +$293K +3,610 New
GJIC
333
Gamble Jones Investment Counsel
California
$292K +$6.98K +86 +2%
IA
334
IFG Advisory
Georgia
$292K +$17K +210 +6%
CF
335
Centaurus Financial
California
$290K -$14.3K -176 -5%
IWC
336
Integrated Wealth Concepts
Massachusetts
$290K +$18.1K +223 +7%
SAM
337
S.A. Mason
Michigan
$289K -$6.91K -85 -2%
PP
338
Prudential plc
United Kingdom
$288K -$73.2K -900 -20%
HWA
339
Heartwood Wealth Advisors
Virginia
$287K – – –
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$281K -$9.32M -114,417 -97%
GIA
341
Gladstone Institutional Advisory
Florida
$276K -$211K -2,599 -43%
RFC
342
Regions Financial Corp
Alabama
$276K -$20.9K -256 -7%
WA
343
WP Advisors
California
$275K +$2.52K +31 +0.9%
MWM
344
Meridian Wealth Management
Kentucky
$275K +$123K +1,516 +81%
CIBC World Market
345
CIBC World Market
Ontario, Canada
$271K +$55.6K +685 +26%
SCG
346
Sonata Capital Group
Washington
$268K – – –
LWAC
347
Laurel Wealth Advisors (California)
California
$260K -$2.52K -31 -1%
OWP
348
Obermeyer Wealth Partners
Colorado
$260K +$16.3K +200 +7%
PL
349
Plancorp LLC
Missouri
$259K -$91.8K -1,129 -26%
WLPWM
350
Walled Lake Planning & Wealth Management
Illinois
$259K -$50.6K -621 -16%
12 13
14
15 16