VOE icon

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 %
KJWM
376
Kiley Juergens Wealth Management
Washington
$66K +$19.5K +175 +42%
TPWA
377
TRUE Private Wealth Advisors
Oregon
$65.9K +$65.9K +579 New
ADL
378
Asset Dedication LLC
California
$63K – – –
UBS AM
379
UBS AM
Illinois
$57.4K -$1.7K -15 -3%
FMTCOCP
380
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K – – –
MCM
381
Mainstay Capital Management
Michigan
$52K +$52K +463 New
BWM
382
BerganKDV Wealth Management
Minnesota
$50K – – –
PCA
383
Providence Capital Advisors
North Carolina
$48K +$48K +424 New
HDIM
384
Hanson & Doremus Investment Management
Vermont
$47K – – –
CCM
385
Cribstone Capital Management
Maine
$47K +$678 +6 +1%
IF
386
Ironwood Financial
Arizona
$42K – – –
RWA
387
River Wealth Advisors
Pennsylvania
$41K – – –
CFN
388
Cordasco Financial Network
Florida
$40K – – –
CB
389
Community Bank
New York
$40K – – –
GEA
390
Glen Eagle Advisors
New Jersey
$39K – – –
KPCM
391
Kings Point Capital Management
New York
$39K -$4.07K -36 -9%
APP
392
Avantax Planning Partners
Iowa
$39K +$39K +348 New
NFG
393
Next Financial Group
Texas
$38K +$38K +340 New
IP
394
Intellectus Partners
California
$37K – – –
LIA
395
LS Investment Advisors
Michigan
$36K – – –
BBA
396
Braun-Bostich & Associates
Pennsylvania
$33K – – –
WAP
397
Wealthcare Advisory Partners
Pennsylvania
$30K – – –
TC
398
Trust Company
Kansas
$30K +$30K +268 New
CFD
399
Creative Financial Designs
Indiana
$29K +$27.9K +244 +2,440%
CWA
400
Clarus Wealth Advisors
Arizona
$28K – – –
14 15
16
17 18