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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
426
C.M. Bidwell & Associates
Hawaii
$74K -$7.06K -65 -9%
ADL
427
Asset Dedication LLC
California
$74K – – –
PFGIA
428
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$8.23K +76 +13%
SIAS
429
Shine Investment Advisory Services
Colorado
$70K – – –
BA
430
Belvedere Advisors
California
$69K +$69K +672 New
MRCM
431
M&R Capital Management
New Jersey
$68K – – –
IWP
432
Icon Wealth Partners
Texas
$67K +$67K +618 New
SSB
433
Sandy Spring Bank
Maryland
$66K – – –
FPS
434
Fieldpoint Private Securities
Connecticut
$63K – – –
CFD
435
Creative Financial Designs
Indiana
$56K +$28.3K +263 +102%
AIA
436
Armor Investment Advisors
North Carolina
$53K +$53K +495 New
FCA
437
FinTrust Capital Advisors
South Carolina
$51K -$57.5K -529 -53%
SFSIG
438
San Francisco Sentry Investment Group
California
$51K -$21K -196 -29%
FMTCOCP
439
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51K – – –
BWM
440
BerganKDV Wealth Management
Minnesota
$47K – – –
CCM
441
Cribstone Capital Management
Maine
$47K +$762 +7 +2%
HDIM
442
Hanson & Doremus Investment Management
Vermont
$45K – – –
PWM
443
PRW Wealth Management
Massachusetts
$45K – – –
EFSCE
444
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$6.89K +64 +20%
IF
445
Ironwood Financial
Arizona
$40K – – –
EWM
446
Executive Wealth Management
Michigan
$39K -$433 -4 -1%
CFN
447
Cordasco Financial Network
Florida
$38K – – –
CB
448
Community Bank
New York
$38K – – –
GEA
449
Glen Eagle Advisors
New Jersey
$37.2K – – –
AF
450
Allworth Financial
California
$36K -$898K -8,255 -96%
16 17
18
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