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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 %
MC
426
Moors & Cabot
Massachusetts
$263K +$12.8K +108 +5%
IDA
427
Intelligence Driven Advisers
California
$259K -$32.3K -271 -11%
MJRIC
428
Mogy Joel R Investment Counsel
California
$257K – – –
BWM
429
Buckley Wealth Management
Nevada
$247K – – –
Lido Advisors
430
Lido Advisors
California
$246K – – –
GSIS
431
Global Strategic Investment Solutions
Arizona
$241K +$1.79K +15 +0.7%
Prudential Financial
432
Prudential Financial
New Jersey
$241K +$241K +2,019 New
BAS
433
Brown Advisory Securities
Maryland
$239K – – –
TFS
434
Thoroughbred Financial Services
Tennessee
$239K +$239K +2,008 New
PCA
435
Personal Capital Advisors
California
$236K +$236K +1,978 New
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$235K -$12.9K -108 -5%
LFAS
437
Level Four Advisory Services
Texas
$235K -$9.75K -81 -4%
SA
438
Strategic Advisors
New York
$235K -$4.4K -37 -2%
DI
439
Disciplined Investments
Oklahoma
$233K +$233K +1,951 New
BWM
440
Benchmark Wealth Management
Connecticut
$232K +$232K +1,946 New
SCM
441
Southport Capital Management
Tennessee
$231K – – –
HWA
442
Heritage Wealth Advisors
Virginia
$230K – – –
YWP
443
YorkBridge Wealth Partners
New York
$228K -$4.65K -39 -2%
BRWM
444
B. Riley Wealth Management
Tennessee
$225K +$8.59K +72 +4%
MWM
445
Meridian Wealth Management
Kentucky
$223K -$1.19K -10 -0.5%
Koshinski Asset Management
446
Koshinski Asset Management
Illinois
$223K +$223K +1,881 New
WI
447
Wintrust Investments
Illinois
$221K -$7.03K -59 -3%
EAM
448
Evanson Asset Management
California
$221K -$6.43K -54 -3%
MOS
449
MGO One Seven
Ohio
$220K +$220K +1,854 New
SFS
450
Sowell Financial Services
Arkansas
$217K +$85K +712 +64%
16 17
18
19 20