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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 %
MA
401
MCF Advisors
Kentucky
$205K – – –
BAM
402
Berkshire Asset Management
Pennsylvania
$204K – – –
VAS
403
Vestmark Advisory Solutions
Massachusetts
$204K – – –
SF
404
Synovus Financial
Georgia
$204K +$2.03K +18 +1%
SWM
405
Sequoia Wealth Management
Illinois
$203K – – –
CSA
406
Cottage Street Advisors
Massachusetts
$203K +$203K +1,796 New
CAMG
407
CWA Asset Management Group
Florida
$202K -$7.42K -66 -4%
BS
408
Boenning & Scattergood
Pennsylvania
$201K +$201K +1,777 New
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$200K +$200K +1,769 New
VFA
410
Valeo Financial Advisors
Indiana
$194K +$3.61K +32 +2%
NSIM
411
North Star Investment Management
Illinois
$186K +$186K +1,648 New
TF
412
TimeScale Financial
Massachusetts
$180K -$93.2K -824 -34%
AP
413
Atwood & Palmer
Missouri
$168K +$168K +1,490 New
PCIA
414
Prime Capital Investment Advisors
Kansas
$164K +$89.8K +793 +121%
GSWM
415
Golden State Wealth Management
California
$159K – – –
Bessemer Group
416
Bessemer Group
New Jersey
$157K -$189K -1,669 -55%
BWM
417
Baystate Wealth Management
Massachusetts
$155K +$1.47K +13 +1%
SIM
418
Sonora Investment Management
Arizona
$153K -$5.54K -49 -3%
WEC
419
Winslow Evans & Crocker
Massachusetts
$152K – – –
VRM
420
Vectors Research Management
New York
$151K – – –
TFGT
421
TS Financial Group (TSFG)
Illinois
$147K -$4.97K -44 -3%
TFS
422
TrustCore Financial Services
Tennessee
$146K -$87.7K -777 -38%
BlackRock
423
BlackRock
New York
$144K +$25.4K +225 +21%
GRP
424
Global Retirement Partners
California
$142K +$9.7K +86 +7%
SBL
425
Sargent Bickham Lagudis
Colorado
$136K – – –
15 16
17
18 19