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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 %
VRM
376
Vectors Research Management
New York
$130K -$31.3K -330 -19%
SIM
377
Sonora Investment Management
Arizona
$129K – – –
VFA
378
Valeo Financial Advisors
Indiana
$127K -$1.43K -15 -1%
B
379
Bridgeworth
Alabama
$119K +$13.7K +1,499 +13%
BlackRock
380
BlackRock
New York
$118K -$71K -748 -38%
SBL
381
Sargent Bickham Lagudis
Colorado
$115K +$100K +1,052 +692%
REFI
382
Requisite Energy Fund I
Texas
$106K +$106K +1,112 New
RCM
383
Requisite Capital Management
Texas
$106K +$106K +1,112 New
Chevy Chase Trust
384
Chevy Chase Trust
Maryland
$106K +$106K +1,116 New
BAMG
385
Brand Asset Management Group
Missouri
$104K – – –
WPA
386
West Paces Advisors
Georgia
$104K – – –
LB
387
Legacy Bridge
Iowa
$103K +$103K +1,085 New
GRP
388
Global Retirement Partners
California
$100K +$10.7K +112 +12%
CFA
389
Carroll Financial Associates
North Carolina
$100K +$15.3K +157 +18%
BIMC
390
Benson Investment Management Company
Virginia
$99K – – –
FCA
391
FinTrust Capital Advisors
South Carolina
$95K +$95K +998 New
FPB
392
First PREMIER Bank
South Dakota
$93K – – –
PA
393
Parallel Advisors
California
$92K -$18.6K -195 -17%
S
394
SignatureFD
Georgia
$91K -$66.5K -699 -42%
DSC
395
Duncker Streett & Co
Missouri
$91K +$859 +9 +1%
TL
396
TrueWealth LLC
Georgia
$88K – – –
HT
397
Heritage Trust
Oklahoma
$87K – – –
JGIA
398
Jackson Grant Investment Advisers
Connecticut
$87K +$1.33K +14 +2%
KCM
399
Karp Capital Management
California
$86K -$2.96M -30,949 -97%
TWA
400
TCI Wealth Advisors
Arizona
$84K -$29.5K -311 -26%
14 15
16
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