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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 %
CCM
426
Cribstone Capital Management
Maine
$40K +$847 +9 +2%
SMG
427
Spectrum Management Group
Indiana
$40K +$40K +416 New
PWM
428
PRW Wealth Management
Massachusetts
$40K +$40K +420 New
HDIM
429
Hanson & Doremus Investment Management
Vermont
$39K – – –
EWM
430
Executive Wealth Management
Michigan
$36K +$36K +364 New
AIA
431
Alera Investment Advisors
Illinois
$36K +$36K +383 New
IF
432
Ironwood Financial
Arizona
$35K – – –
RWA
433
River Wealth Advisors
Pennsylvania
$35K – – –
KPW
434
Kore Private Wealth
New York
$35K +$35K +365 New
CFN
435
Cordasco Financial Network
Florida
$34K – – –
CB
436
Community Bank
New York
$34K – – –
PFBT
437
Parkside Financial Bank & Trust
Missouri
$34K +$16.8K +175 +98%
GEA
438
Glen Eagle Advisors
New Jersey
$32.9K – – –
MAU
439
MRA Associates USA
Arizona
$32K +$32K +340 New
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$221K -2,320 -88%
LIA
441
LS Investment Advisors
Michigan
$31K – – –
BBHC
442
Brown Brothers Harriman & Co
New York
$31K +$31K +329 New
TCM
443
TD Capital Management
Tennessee
$30K +$30K +319 New
BBA
444
Braun-Bostich & Associates
Pennsylvania
$27K – – –
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$26K – – –
CFD
446
Creative Financial Designs
Indiana
$25K +$388 +4 +2%
CWA
447
Clarus Wealth Advisors
Arizona
$24K – – –
WB
448
Webster Bank
Connecticut
$24K – – –
KTC
449
Kistler-Tiffany Companies
Pennsylvania
$22K +$22K +234 New
TCOV
450
Trust Company of Vermont
Vermont
$20K – – –
16 17
18
19 20