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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 %
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$296K +$1.19K +10 +0.4%
WSTAM
402
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$45.3K +380 +18%
CAG
403
Csenge Advisory Group
Florida
$294K -$31.5K -264 -10%
PFS
404
Prospera Financial Services
Texas
$294K +$70.1K +588 +31%
STB
405
S&T Bank
Pennsylvania
$294K +$294K +2,464 New
SMC
406
Smith, Moore & Co
Missouri
$292K +$1.55K +13 +0.5%
FWM
407
Foresight Wealth Management
Utah
$291K -$178K -1,490 -38%
THWM
408
Taylor Hoffman Wealth Management
Virginia
$291K -$2.03K -17 -0.7%
CFGS
409
Concourse Financial Group Securities
Alabama
$291K +$177K +1,484 +155%
WWM
410
Western Wealth Management
Colorado
$291K +$291K +2,443 New
TNB
411
TCF National Bank
South Dakota
$290K +$56.6K +475 +24%
NF
412
Nikulski Financial
Iowa
$289K – – –
ACM
413
Allred Capital Management
Texas
$285K -$13.9K -117 -5%
FHC
414
First Heartland Consultants
Missouri
$284K +$2.03K +17 +0.7%
CIAS
415
Capital Investment Advisory Services
North Carolina
$282K -$6.21K -52 -2%
HA
416
Harborview Advisors
Maine
$278K – – –
First Manhattan
417
First Manhattan
New York
$275K – – –
NYLIM
418
New York Life Investment Management
New York
$273K – – –
TW
419
TrinityPoint Wealth
Connecticut
$272K – – –
MCM
420
Maryland Capital Management
Maryland
$269K – – –
F
421
F3Logic
Minnesota
$267K +$1.67K +14 +0.6%
PIA
422
Pinion Investment Advisors
Kansas
$267K +$5.97K +50 +2%
CAAS
423
Capital Asset Advisory Services
Michigan
$267K +$267K +2,199 New
KA
424
Klingman & Associates
New York
$266K +$266K +2,233 New
WAG
425
Winthrop Advisory Group
Massachusetts
$264K -$6.45K -54 -2%
15 16
17
18 19