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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 %
LB
426
Legacy Bridge
Iowa
$88K – – –
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$86K +$27.7K +339 +48%
CBT
428
Capital Bank & Trust
California
$83K +$83K +1,017 New
FMII
429
Farmers & Merchants Investments Inc
Nebraska
$80K -$80.2K -985 -50%
FPB
430
First PREMIER Bank
South Dakota
$80K – – –
BAMG
431
Brand Asset Management Group
Missouri
$80K – – –
CA
432
Clearstead Advisors
Ohio
$80K +$80K +985 New
JGIA
433
Jackson Grant Investment Advisers
Connecticut
$77K +$652 +8 +0.9%
NSIM
434
North Star Investment Management
Illinois
$76K -$57.3K -710 -43%
CMBA
435
C.M. Bidwell & Associates
Hawaii
$76K -$23.4K -287 -24%
BWM
436
Baystate Wealth Management
Massachusetts
$75K -$54.5K -667 -42%
TF
437
TimeScale Financial
Massachusetts
$75K -$54.1K -667 -42%
TL
438
TrueWealth LLC
Georgia
$75K – – –
OPS
439
Orion Portfolio Solutions
Nebraska
$74K +$647 +8 +0.9%
CFA
440
Carroll Financial Associates
North Carolina
$73K +$81 +1 +0.1%
FCM
441
Firestone Capital Management
Florida
$72K +$20.7K +255 +40%
BW
442
Bison Wealth
Georgia
$71K -$3.81K -47 -5%
CCM
443
Covington Capital Management
California
$68K -$4.05K -50 -6%
PMFA
444
Plante Moran Financial Advisors
Michigan
$68K +$2.67K +33 +4%
GSWM
445
Golden State Wealth Management
California
$67K +$67K +827 New
RCA
446
Ranch Capital Advisors
Florida
$66K -$273K -3,391 -81%
MPCG
447
Matrix Private Capital Group
New York
$66K +$1.62K +20 +3%
FP
448
Financial Perspectives
Minnesota
$65.8K – – –
PA
449
Parallel Advisors
California
$65K -$2.57K -32 -4%
DI
450
Disciplined Investments
Oklahoma
$58K -$101K -1,241 -64%
16 17
18
19 20