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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 %
TW
426
Towerpoint Wealth
California
$127K +$127K +1,127 New
SFS
427
Sowell Financial Services
Arkansas
$125K +$125K +1,106 New
LB
428
Legacy Bridge
Iowa
$123K – – –
VCM
429
Vigilant Capital Management
Maine
$113K – – –
BAMG
430
Brand Asset Management Group
Missouri
$112K -$11.3K -100 -9%
BAM
431
Belpointe Asset Management
Nevada
$112K +$112K +987 New
FPB
432
First PREMIER Bank
South Dakota
$111K – – –
GWM
433
Geneos Wealth Management
Colorado
$109K +$9.63K +86 +10%
CFGS
434
Concourse Financial Group Securities
Alabama
$108K -$178K -1,574 -62%
TA
435
Thor Advisors
New York
$107K +$107K +947 New
JGIA
436
Jackson Grant Investment Advisers
Connecticut
$105K +$1.02K +9 +1%
TL
437
TrueWealth LLC
Georgia
$104K +$563 +5 +0.5%
CFA
438
Carroll Financial Associates
North Carolina
$102K -$17.7K -157 -15%
TSW
439
Thompson Siegel & Walmsley
Virginia
$99K – – –
TWA
440
TCI Wealth Advisors
Arizona
$97K – – –
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$97K +$22.2K +197 +30%
CMBA
442
C.M. Bidwell & Associates
Hawaii
$95K +$3.17K +28 +3%
PA
443
Parallel Advisors
California
$94K -$8.16K -72 -8%
JCM
444
Jacobi Capital Management
Pennsylvania
$90K -$26M -229,668 -100%
PMFA
445
Plante Moran Financial Advisors
Michigan
$90K +$90K +795 New
PB
446
Pinnacle Bancorp
Nebraska
$89K – – –
AIM
447
Advantage Investment Management
Iowa
$82K -$50.9K -450 -38%
AF
448
Allworth Financial
California
$82K +$70.8K +629 +629%
SIAS
449
Shine Investment Advisory Services
Colorado
$74K – – –
BCA
450
Berman Capital Advisors
Georgia
$73K – – –
16 17
18
19 20