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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 %
HWA
351
Heartwood Wealth Advisors
Virginia
$421K +$421K +3,533 New
GJIC
352
Gamble Jones Investment Counsel
California
$418K +$5.48K +46 +1%
EFL
353
ERn Financial LLC
Wisconsin
$417K +$149K +1,247 +55%
FFG
354
Ford Financial Group
California
$416K +$39.5K +332 +10%
WA
355
Wambolt & Associates
Colorado
$409K +$596 +5 +0.1%
IA
356
IFG Advisory
Georgia
$404K +$93.2K +782 +30%
WA
357
WP Advisors
California
$399K +$2.86K +24 +0.7%
IWC
358
Integrated Wealth Concepts
Massachusetts
$399K +$5.01K +42 +1%
VCA
359
Verdence Capital Advisors
Maryland
$397K +$1.55K +13 +0.4%
PFA
360
Professional Financial Advisors
Nebraska
$396K +$396K +3,319 New
SCG
361
Sonata Capital Group
Washington
$393K – – –
Deutsche Bank
362
Deutsche Bank
Germany
$389K -$71.4M -600,000 -99%
CAG
363
Crestwood Advisors Group
Massachusetts
$386K +$36K +302 +10%
LWAC
364
Laurel Wealth Advisors (California)
California
$385K -$92.9K -779 -19%
HTC
365
Haverford Trust Company
Pennsylvania
$369K +$954 +8 +0.3%
KF
366
Krilogy Financial
Missouri
$368K +$2.5K +21 +0.7%
BB
367
Busey Bank
Illinois
$365K – – –
AC
368
Alexandria Capital
Virginia
$365K +$1.91K +16 +0.5%
SSI
369
Scott & Selber Inc
Texas
$358K – – –
OWP
370
Obermeyer Wealth Partners
Colorado
$358K – – –
BIA
371
Bigelow Investment Advisors
Maine
$357K -$2.98K -25 -0.8%
SFA
372
Sequoia Financial Advisors
Ohio
$354K -$11.9K -100 -3%
FCA
373
FLC Capital Advisors
California
$354K +$354K +2,974 New
SWPG
374
Strategic Wealth Partners Group
Illinois
$351K +$351K +2,946 New
MFG
375
Merit Financial Group
Georgia
$350K +$350K +2,936 New
13 14
15
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