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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 %
CAG
351
Crestwood Advisors Group
Massachusetts
$259K -$4.06K -50 -2%
SAM
352
SignalPoint Asset Management
Missouri
$257K -$100K -1,233 -28%
BS
353
Boenning & Scattergood
Pennsylvania
$256K +$30K +369 +13%
KFI
354
Key Financial Inc
Pennsylvania
$254K +$254K +3,050 New
AC
355
Alexandria Capital
Virginia
$251K +$1.79K +22 +0.7%
VFA
356
Valeo Financial Advisors
Indiana
$251K +$98.7K +1,111 +65%
BB
357
Busey Bank
Illinois
$249K – – –
NAS
358
Nicolet Advisory Services
Wisconsin
$245K -$68.3K -839 -22%
BEAM
359
Baker Ellis Asset Management
Washington
$244K -$145K -1,780 -37%
SSI
360
Scott & Selber Inc
Texas
$244K – – –
PFS
361
Prospera Financial Services
Texas
$244K +$43.3K +532 +22%
Lido Advisors
362
Lido Advisors
California
$244K +$76.6K +944 +46%
HSWM
363
Hubbell Strickland Wealth Management
Louisiana
$239K +$2.19K +27 +0.9%
SFA
364
Sequoia Financial Advisors
Ohio
$237K -$5.13K -63 -2%
NRI
365
NFP Retirement Inc
California
$237K +$3.33K +41 +1%
Deutsche Bank
366
Deutsche Bank
Germany
$236K -$30.1K -370 -11%
CAG
367
Csenge Advisory Group
Florida
$235K +$34.3K +421 +17%
HB
368
Homrich & Berg
Georgia
$233K -$1.16M -14,291 -83%
SWPG
369
Strategic Wealth Partners Group
Illinois
$233K -$6.92K -85 -3%
MFG
370
Merit Financial Group
Georgia
$233K -$5.52K -68 -2%
WAM
371
Wealthspire Advisors (Maryland)
Maryland
$232K +$30K +369 +15%
WANY
372
Wealthspire Advisors (New York)
New York
$232K +$232K +2,856 New
FA
373
FCG Advisors
New Jersey
$231K +$1.55K +19 +0.7%
MWM
374
Mission Wealth Management
California
$229K +$229K +2,815 New
WPP
375
Whalerock Point Partners
Rhode Island
$227K -$99.5K -1,225 -30%
13 14
15
16 17