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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

542 hedge funds and large institutions have $3.98B invested in Vanguard Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-69
Holders Change %
-11.29%
% of All Funds
11.97%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.57%
New
54
Increased
209
Reduced
204
Closed
113
Calls
$837K
Puts
$388K
Net Calls
+$449K
Net Calls Change
-$395K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$65.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$26M
3
KF
Krilogy Financial
Missouri
+$18.3M
4
EWA
ERTS Wealth Advisors
Michigan
+$12.8M
5
AssetMark Inc
AssetMark Inc
California
+$12.1M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$468M
2
CL
Cabana LLC
Arkansas
-$35.2M
3
Betterment LLC
Betterment LLC
New York
-$22.8M
4
FIA
Foundations Investment Advisors
Arizona
-$19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
376
Meristem Family Wealth
Minnesota
$227K – – –
HIS
377
Horizon Investment Services
Indiana
$227K +$8.55K +105 +4%
BIA
378
Bigelow Investment Advisors
Maine
$226K -$17.9K -220 -7%
Prudential Financial
379
Prudential Financial
New Jersey
$225K +$60.8K +748 +37%
ANTB
380
AMG National Trust Bank
Colorado
$225K +$225K +2,770 New
M&T Bank
381
M&T Bank
New York
$225K +$225K +2,771 New
FEG
382
Fund Evaluation Group
Ohio
$224K – – –
WA
383
Wambolt & Associates
Colorado
$222K -$56.8K -699 -20%
NEPPG
384
New England Professional Planning Group
Rhode Island
$221K – – –
FPCG
385
Fort Pitt Capital Group
Pennsylvania
$221K +$13.4K +165 +6%
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$220K +$19.1K +235 +10%
TFS
387
Thoroughbred Financial Services
Tennessee
$220K +$57K +703 +35%
PIA
388
Pinion Investment Advisors
Kansas
$219K +$36.8K +452 +20%
CC
389
Courier Capital
New York
$217K +$1.79K +21 +0.8%
HC
390
HNP Capital
New York
$217K +$217K +2,550 New
CHP
391
Cable Hill Partners
Oregon
$216K -$8.12K -100 -4%
TPA
392
Trivium Point Advisory
Connecticut
$214K -$218K -2,500 -50%
WI
393
Wintrust Investments
Illinois
$213K +$61.9K +760 +41%
FNT
394
First National Trust
Pennsylvania
$213K +$213K +2,617 New
TNB
395
TCF National Bank
South Dakota
$212K +$14.2K +175 +7%
SW
396
SkyOak Wealth
Michigan
$212K +$212K +2,606 New
HTC
397
Haverford Trust Company
Pennsylvania
$211K -$40.6K -499 -16%
KA
398
Klingman & Associates
New York
$206K +$24.7K +304 +14%
First Manhattan
399
First Manhattan
New York
$205K +$17.1K +210 +9%
ZF
400
Zhang Financial
Michigan
$204K +$1.06K +13 +0.5%
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