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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$231K -$29.2K -271 -11%
Lido Advisors
377
Lido Advisors
California
$224K +$224K +2,073 New
MWM
378
Meridian Wealth Management
Kentucky
$222K +$222K +2,055 New
SL
379
Summitry LLC
California
$219K +$219K +2,033 New
SA
380
Strategic Advisors
New York
$215K +$215K +1,994 New
CRC
381
Curi RMB Capital
Illinois
$211K +$211K +1,959 New
SCM
382
Southport Capital Management
Tennessee
$210K +$210K +1,946 New
IFWM
383
Institute for Wealth Management
Colorado
$210K +$210K +1,950 New
BRWM
384
B. Riley Wealth Management
Tennessee
$207K +$207K +1,916 New
DY
385
Dowling & Yahnke
California
$200K +$200K +1,854 New
WI
386
Wintrust Investments
Illinois
$200K +$200K +1,855 New
SF
387
Synovus Financial
Georgia
$197K +$4.42K +41 +2%
MA
388
MCF Advisors
Kentucky
$196K – – –
CMO
389
Covenant Multifamily Offices
Texas
$188K +$188K +1,744 New
VFA
390
Valeo Financial Advisors
Indiana
$178K +$33.9K +315 +24%
NSIM
391
North Star Investment Management
Illinois
$177K – – –
BWM
392
Baystate Wealth Management
Massachusetts
$177K +$894 +8 +0.5%
AIM
393
Advantage Investment Management
Iowa
$176K -$17.8K -165 -9%
WEC
394
Winslow Evans & Crocker
Massachusetts
$176K – – –
RCAG
395
Rehmann Capital Advisory Group
Michigan
$165K +$165K +1,530 New
PCP
396
Proficio Capital Partners
Massachusetts
$161K +$161K +1,495 New
GSWM
397
Golden State Wealth Management
California
$148K +$148K +1,369 New
SIM
398
Sonora Investment Management
Arizona
$146K – – –
VRM
399
Vectors Research Management
New York
$144K -$3.56K -33 -2%
TFGT
400
TS Financial Group (TSFG)
Illinois
$139K +$139K +1,285 New
14 15
16
17 18