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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 %
NFG
401
Nadler Financial Group
Illinois
$204K +$66.6K +820 +48%
AWS
402
AJ Wealth Strategies
New York
$203K +$325 +4 +0.2%
STB
403
S&T Bank
Pennsylvania
$200K – – –
PCA
404
Personal Capital Advisors
California
$200K +$51.7K +690 +35%
TWA
405
TCI Wealth Advisors
Arizona
$177K +$77.4K +954 +78%
GRP
406
Global Retirement Partners
California
$161K +$47K +578 +41%
HWA
407
Heritage Wealth Advisors
Virginia
$157K – – –
MA
408
MCF Advisors
Kentucky
$148K – – –
WEC
409
Winslow Evans & Crocker
Massachusetts
$142K +$32.7K +398 +30%
AIC
410
Archer Investment Corporation
Indiana
$137K +$91.3K +1,125 +200%
SW
411
SVB Wealth
Massachusetts
$135K – – –
CFGS
412
Concourse Financial Group Securities
Alabama
$130K -$68.3K -840 -34%
TFS
413
TrustCore Financial Services
Tennessee
$127K +$14.7K +180 +13%
CI
414
Cordant Inc
Oregon
$125K +$1.47K +18 +1%
AP
415
Atwood & Palmer
Missouri
$121K – – –
Bessemer Group
416
Bessemer Group
New Jersey
$113K – – –
SIM
417
Sonora Investment Management
Arizona
$110K – – –
TFGT
418
TS Financial Group (TSFG)
Illinois
$104K -$973 -12 -0.9%
PCIA
419
Prime Capital Investment Advisors
Kansas
$103K -$15.8K -195 -13%
GWM
420
Geneos Wealth Management
Colorado
$101K +$10.4K +129 +12%
AWM
421
Atticus Wealth Management
Florida
$100K -$16.7K -205 -14%
SBL
422
Sargent Bickham Lagudis
Colorado
$98K – – –
DSC
423
Duncker Streett & Co
Missouri
$94K – – –
S
424
SignatureFD
Georgia
$93K -$10.7K -131 -10%
AA
425
Ancora Advisors
Ohio
$91K – – –
15 16
17
18 19