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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

443 hedge funds and large institutions have $4.79B invested in Vanguard Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 179 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.82%
New
35
Increased
179
Reduced
130
Closed
26
Calls
$2.11M
Puts
$960K
Net Calls
+$1.15M
Net Calls Change
+$162K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$79.5M
2
Betterment LLC
Betterment LLC
New York
+$76.8M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$51.4M
4
MMEA
Main Management ETF Advisors
California
+$18.9M
5
NYLIM
New York Life Investment Management
New York
+$18.1M

Top Sellers

1
MA
MCF Advisors
Kentucky
-$11.7M
2
AssetMark Inc
AssetMark Inc
California
-$8.94M
3
MD
Money Design
Japan
-$8.23M
4
KFA
Kays Financial Advisory
Georgia
-$7.47M
5
JFA
JNBA Financial Advisors
Minnesota
-$5.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
351
Parallel Advisors
California
$131K +$34.4K +305 +36%
WPA
352
West Paces Advisors
Georgia
$123K – – –
BAMG
353
Brand Asset Management Group
Missouri
$123K – – –
BIMC
354
Benson Investment Management Company
Virginia
$118K – – –
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$114K – – –
JCM
356
Jacobi Capital Management
Pennsylvania
$112K -$1.48K -13 -1%
FPB
357
First PREMIER Bank
South Dakota
$111K – – –
PG
358
Patten Group
Tennessee
$110K – – –
DSC
359
Duncker Streett & Co
Missouri
$107K – – –
GRP
360
Global Retirement Partners
California
$106K +$13.7K +121 +15%
HT
361
Heritage Trust
Oklahoma
$104K – – –
TL
362
TrueWealth LLC
Georgia
$104K – – –
JGIA
363
Jackson Grant Investment Advisers
Connecticut
$102K – – –
TSW
364
Thompson Siegel & Walmsley
Virginia
$99K – – –
CFA
365
Carroll Financial Associates
North Carolina
$98K – – –
CCM
366
Covington Capital Management
California
$96K -$316K -2,794 -77%
ML
367
McAdam LLC
Pennsylvania
$96K -$3.85K -34 -4%
PWAG
368
Polaris Wealth Advisory Group
California
$95K +$6.71K +59 +8%
SIAS
369
Shine Investment Advisory Services
Colorado
$78K – – –
SSB
370
Sandy Spring Bank
Maryland
$76K – – –
GWM
371
Geneos Wealth Management
Colorado
$74K +$44.1K +390 +148%
SFSIG
372
San Francisco Sentry Investment Group
California
$70K – – –
LFG
373
LifePlan Financial Group
Ohio
$70K +$1.01K +9 +1%
MRCM
374
M&R Capital Management
New Jersey
$69K – – –
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$18.5K +163 +38%
13 14
15
16 17