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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$20.4M
2
FIA
Foundations Investment Advisors
Arizona
+$17.5M
3
SB
Suntrust Banks
Georgia
+$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$9.53M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
-$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17.1M
3
Stifel Financial
Stifel Financial
Missouri
-$15.7M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
F
376
F3Logic
Minnesota
$251K +$2.14K +19 +0.9%
PIA
377
Pinion Investment Advisors
Kansas
$247K -$93.9K -831 -28%
MJRIC
378
Mogy Joel R Investment Counsel
California
$244K – – –
MC
379
Moors & Cabot
Massachusetts
$238K +$238K +2,103 New
WSTAM
380
Wilbanks Smith & Thomas Asset Management
Virginia
$236K -$109K -965 -32%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$235K +$8.15K +72 +4%
BWM
382
Buckley Wealth Management
Nevada
$234K – – –
Lido Advisors
383
Lido Advisors
California
$233K – – –
SL
384
Summitry LLC
California
$231K +$791 +7 +0.3%
LFAS
385
Level Four Advisory Services
Texas
$230K -$678 -6 -0.3%
BAS
386
Brown Advisory Securities
Maryland
$227K -$11.4K -100 -5%
SA
387
Strategic Advisors
New York
$227K +$1.35K +12 +0.6%
GSIS
388
Global Strategic Investment Solutions
Arizona
$227K +$227K +2,008 New
PPA
389
Parametric Portfolio Associates
Washington
$227K +$227K +2,010 New
BIM
390
Bridges Investment Management
Nebraska
$222K – – –
TNB
391
TCF National Bank
South Dakota
$221K +$221K +1,958 New
YWP
392
YorkBridge Wealth Partners
New York
$220K – – –
FTIOP
393
Fiduciary Trust International of Pennsylvania
Pennsylvania
$220K +$220K +1,944 New
SCM
394
Southport Capital Management
Tennessee
$219K +$1.02K +9 +0.5%
HWA
395
Heritage Wealth Advisors
Virginia
$217K – – –
WI
396
Wintrust Investments
Illinois
$216K – – –
EAM
397
Evanson Asset Management
California
$216K +$216K +1,909 New
MWM
398
Meridian Wealth Management
Kentucky
$213K -$27.2K -241 -11%
PFS
399
Prospera Financial Services
Texas
$212K +$212K +1,879 New
BRWM
400
B. Riley Wealth Management
Tennessee
$205K -$3.28K -29 -2%
14 15
16
17 18