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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

496 hedge funds and large institutions have $4.21B invested in Vanguard Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 168 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
11.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
107
Increased
168
Reduced
147
Closed
46
Calls
$1.86M
Puts
$282K
Net Calls
+$1.58M
Net Calls Change
+$429K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
2
TF
TIAA FSB
Florida
+$34.3M
3
Bank of America
Bank of America
North Carolina
+$32.7M
4
JCM
Jacobi Capital Management
Pennsylvania
+$22.4M
5
UBS Group
UBS Group
Switzerland
+$16.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$106M
2
Wells Fargo
Wells Fargo
California
-$85.4M
3
FIA
Foundations Investment Advisors
Arizona
-$30.4M
4
CL
Cabana LLC
Arkansas
-$30.1M
5
MMEA
Main Management ETF Advisors
California
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCIM
351
Bishop & Co Investment Management
Pennsylvania
$223K +$223K +2,343 New
OBWP
352
O'Brien Wealth Partners
Massachusetts
$220K -$12K -120 -5%
BAS
353
Brown Advisory Securities
Maryland
$220K – – –
RIG
354
Roosevelt Investment Group
New York
$220K +$3.53K +37 +2%
First Manhattan
355
First Manhattan
New York
$220K +$95.1K +1,000 +76%
AA
356
Ancora Advisors
Ohio
$219K +$190 +2 +0.1%
HIS
357
Horizon Investment Services
Indiana
$219K +$1.14K +12 +0.5%
BAM
358
Belpointe Asset Management
Nevada
$216K +$17K +178 +9%
MAM
359
Meeder Asset Management
Ohio
$213K +$213K +2,237 New
F
360
F3Logic
Minnesota
$212K +$2.85K +30 +1%
SFS
361
Sowell Financial Services
Arkansas
$212K +$212K +2,222 New
HTC
362
Haverford Trust Company
Pennsylvania
$211K -$4.75K -50 -2%
SMC
363
Smith, Moore & Co
Missouri
$210K -$28.8K -302 -12%
MJRIC
364
Mogy Joel R Investment Counsel
California
$206K – – –
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
$206K +$206K +2,166 New
SPIA
366
Steward Partners Investment Advisory
New York
$202K +$30.8K +324 +18%
CTC
367
Central Trust Company
Missouri
$194K – – –
MA
368
MCF Advisors
Kentucky
$173K – – –
AIM
369
Advantage Investment Management
Iowa
$171K -$63.1K -664 -27%
SF
370
Synovus Financial
Georgia
$170K +$5.14K +54 +3%
UBS AM
371
UBS AM
Illinois
$169K +$121K +1,265 +249%
CHP
372
Cable Hill Partners
Oregon
$167K +$167K +1,754 New
BWM
373
Baystate Wealth Management
Massachusetts
$162K -$28.7K -279 -15%
WEC
374
Winslow Evans & Crocker
Massachusetts
$156K -$15.5K -160 -9%
NSIM
375
North Star Investment Management
Illinois
$156K +$45.3K +476 +41%
13 14
15
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