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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

496 hedge funds and large institutions have $4.21B invested in Vanguard Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 168 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
11.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
107
Increased
168
Reduced
147
Closed
46
Calls
$1.86M
Puts
$282K
Net Calls
+$1.58M
Net Calls Change
+$429K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
2
TF
TIAA FSB
Florida
+$34.3M
3
Bank of America
Bank of America
North Carolina
+$32.7M
4
JCM
Jacobi Capital Management
Pennsylvania
+$22.4M
5
UBS Group
UBS Group
Switzerland
+$16.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$106M
2
Wells Fargo
Wells Fargo
California
-$85.4M
3
FIA
Foundations Investment Advisors
Arizona
-$30.4M
4
CL
Cabana LLC
Arkansas
-$30.1M
5
MMEA
Main Management ETF Advisors
California
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
401
1834 Investment Advisors
Wisconsin
$80K -$93.8K -990 -54%
CCM
402
Covington Capital Management
California
$76K -$4.75K -50 -6%
PB
403
Pinnacle Bancorp
Nebraska
$75K +$75K +790 New
GWM
404
Geneos Wealth Management
Colorado
$72K +$10.2K +108 +17%
CMBA
405
C.M. Bidwell & Associates
Hawaii
$71K -$196K -2,063 -73%
PCIA
406
Prime Capital Investment Advisors
Kansas
$68K +$68K +717 New
ADL
407
Asset Dedication LLC
California
$67K +$13.7K +143 +26%
SFSIG
408
San Francisco Sentry Investment Group
California
$64K +$4.58K +48 +8%
SIAS
409
Shine Investment Advisory Services
Colorado
$62K -$3.52K -37 -5%
RTC
410
Riverview Trust Company
Washington
$62K +$62K +653 New
SSB
411
Sandy Spring Bank
Maryland
$58K -$6.15K -65 -10%
MRCM
412
M&R Capital Management
New Jersey
$58K – – –
PFGIA
413
Patriot Financial Group Insurance Agency
Massachusetts
$56K – – –
FPS
414
Fieldpoint Private Securities
Connecticut
$55K +$55K +580 New
MOS
415
MGO One Seven
Ohio
$53K +$53K +572 New
PMFA
416
Plante Moran Financial Advisors
Michigan
$52K +$52K +550 New
PG
417
Patten Group
Tennessee
$51K -$42.1K -439 -45%
CDIA
418
Capital Directions Investment Advisors
Georgia
$50K -$115K -1,205 -70%
BOPW
419
Brandywine Oak Private Wealth
Pennsylvania
$46K +$46K +484 New
FMTCOCP
420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K – – –
PCA
421
Providence Capital Advisors
North Carolina
$45K +$4.23K +44 +10%
DWM
422
Doyle Wealth Management
Florida
$45K +$45K +477 New
MWA
423
Meridian Wealth Advisors
Texas
$43K +$43K +450 New
BWM
424
BerganKDV Wealth Management
Minnesota
$42K – – –
IFAM
425
Institutional & Family Asset Management
Colorado
$42K +$42K +444 New
15 16
17
18 19