VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

504 hedge funds and large institutions have $4.95B invested in Vanguard Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 206 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
10.96%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.65%
New
43
Increased
206
Reduced
162
Closed
38
Calls
$1.61M
Puts
$883K
Net Calls
+$730K
Net Calls Change
-$280K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$27.7M
2
TF
TIAA FSB
Florida
+$9.87M
3
AssetMark Inc
AssetMark Inc
California
+$9.3M
4
FAT
First American Trust
California
+$7.06M
5
GFPC
Global Financial Private Capital
Florida
+$6.46M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$42.1M
2
BTS
BB&T Securities
Virginia
-$7.94M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$6.44M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.18M
5
PCG
Private Capital Group
Connecticut
-$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
376
TrustCore Financial Services
Tennessee
$230K -$15.1K -136 -6%
Lido Advisors
377
Lido Advisors
California
$230K -$1.12K -10 -0.5%
LFAS
378
Level Four Advisory Services
Texas
$227K -$132K -1,184 -37%
SL
379
Summitry LLC
California
$227K +$334 +3 +0.1%
IWS
380
Insight Wealth Strategies
California
$224K -$2.68M -24,087 -92%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$223K -$15.5K -139 -6%
SA
382
Strategic Advisors
New York
$222K +$666 +6 +0.3%
IFWM
383
Institute for Wealth Management
Colorado
$220K +$2.79K +25 +1%
BIM
384
Bridges Investment Management
Nebraska
$219K +$219K +1,965 New
YWP
385
YorkBridge Wealth Partners
New York
$217K -$27.8K -250 -11%
SCM
386
Southport Capital Management
Tennessee
$215K -$1.9K -17 -0.9%
SWM
387
Selective Wealth Management
Virginia
$215K +$215K +1,929 New
HWA
388
Heritage Wealth Advisors
Virginia
$215K +$215K +1,929 New
WI
389
Wintrust Investments
Illinois
$213K +$6.57K +59 +3%
CAMG
390
CWA Asset Management Group
Florida
$207K +$207K +1,862 New
DY
391
Dowling & Yahnke
California
$206K – – –
MA
392
MCF Advisors
Kentucky
$202K – – –
VAS
393
Vestmark Advisory Solutions
Massachusetts
$201K +$201K +1,802 New
BAM
394
Berkshire Asset Management
Pennsylvania
$201K +$201K +1,809 New
SF
395
Synovus Financial
Georgia
$200K -$3.68K -33 -2%
SWM
396
Sequoia Wealth Management
Illinois
$200K +$200K +1,798 New
VFA
397
Valeo Financial Advisors
Indiana
$188K +$4.12K +37 +2%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$170K – – –
GSWM
399
Golden State Wealth Management
California
$156K +$3.89K +35 +3%
SIM
400
Sonora Investment Management
Arizona
$156K +$5.45K +49 +4%
14 15
16
17 18