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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

611 hedge funds and large institutions have $5.8B invested in Vanguard Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 236 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+91
Holders Change %
+17.5%
% of All Funds
12.07%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.63%
New
125
Increased
236
Reduced
153
Closed
30
Calls
$846K
Puts
$2K
Net Calls
+$844K
Net Calls Change
-$2.15M

Top Buyers

1
SGAM
Stephens Group Asset Management
Arkansas
+$87.7M
2
Betterment LLC
Betterment LLC
New York
+$62.4M
3
Truist Financial
Truist Financial
North Carolina
+$61.4M
4
JFA
Johanson Financial Advisors
California
+$48.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$71.4M
2
KTM
Keeler Thomas Management
Utah
-$49M
3
Axa
Axa
France
-$34.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.91M
5
SF
Summit Financial
New Jersey
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWM
376
Hubbell Strickland Wealth Management
Louisiana
$348K +$14.9K +125 +4%
KWM
377
Kingsview Wealth Management
Oregon
$343K -$32.8K -275 -9%
NRI
378
NFP Retirement Inc
California
$341K +$341K +2,870 New
BIM
379
Bridges Investment Management
Nebraska
$340K +$106K +886 +45%
FA
380
FCG Advisors
New Jersey
$336K +$4.05K +34 +1%
CAM
381
Cresset Asset Management
Illinois
$333K -$95.9K -804 -22%
MFW
382
Meristem Family Wealth
Minnesota
$333K – – –
BS
383
Boenning & Scattergood
Pennsylvania
$332K +$120K +1,006 +57%
CHP
384
Cable Hill Partners
Oregon
$329K – – –
FEG
385
Fund Evaluation Group
Ohio
$329K +$329K +2,758 New
V
386
Veritable
Delaware
$322K – – –
RJT
387
Raymond James Trust
Florida
$320K -$16.9K -142 -5%
HIS
388
Horizon Investment Services
Indiana
$320K +$15.6K +131 +5%
PRWA
389
Platte River Wealth Advisors
Colorado
$318K +$318K +2,715 New
CIBC World Market
390
CIBC World Market
Ontario, Canada
$316K +$316K +2,654 New
PWM
391
Perigon Wealth Management
California
$315K +$315K +2,662 New
CGA
392
Crescent Grove Advisors
Illinois
$314K +$24.4K +205 +8%
FA
393
FC Advisory
Pennsylvania
$307K +$709 +6 +0.2%
SCA
394
Snowden Capital Advisors
New York
$306K +$1.43K +12 +0.5%
FPCG
395
Fort Pitt Capital Group
Pennsylvania
$304K -$21.3K -179 -7%
JIC
396
JRM Investment Counsel
Nebraska
$302K -$715 -6 -0.2%
CC
397
Courier Capital
New York
$300K +$23.7K +200 +9%
AWS
398
AJ Wealth Strategies
New York
$297K +$357 +3 +0.1%
NEPPG
399
New England Professional Planning Group
Rhode Island
$297K +$297K +2,491 New
ZF
400
Zhang Financial
Michigan
$297K +$297K +2,491 New
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16
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