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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 %
BAM
451
Berkshire Asset Management
Pennsylvania
$216K – – –
MA
452
MCF Advisors
Kentucky
$216K – – –
CAMG
453
CWA Asset Management Group
Florida
$216K +$1.55K +13 +0.7%
VDFA
454
Vickerman & Driscoll Financial Advisors
Washington
$215K -$326K -2,738 -60%
SF
455
Synovus Financial
Georgia
$215K -$1.8K -15 -0.8%
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$211K – – –
CS
457
Credit Suisse
Switzerland
$209K +$209K +1,752 New
BBA
458
BLB&B Advisors
Pennsylvania
$206K +$206K +1,725 New
AFP
459
Ausdal Financial Partners
Iowa
$206K +$206K +1,731 New
GLA
460
Good Life Advisors
Pennsylvania
$206K +$206K +1,749 New
AWA
461
Acorn Wealth Advisors
Michigan
$205K +$205K +1,738 New
VFA
462
Valeo Financial Advisors
Indiana
$204K -$714 -6 -0.3%
DY
463
Dowling & Yahnke
California
$203K +$203K +1,699 New
IFWM
464
Institute for Wealth Management
Colorado
$203K +$203K +1,700 New
BRWA
465
B. Riley Wealth Advisors
Florida
$202K +$202K +1,692 New
NFG
466
Nadler Financial Group
Illinois
$202K +$202K +1,692 New
NFP
467
Narus Financial Partners
Utah
$201K +$201K +1,685 New
SW
468
SVB Wealth
Massachusetts
$198K +$198K +1,664 New
NSIM
469
North Star Investment Management
Illinois
$197K +$358 +3 +0.2%
BAM
470
Belpointe Asset Management
Nevada
$191K +$73.5K +617 +63%
TF
471
TimeScale Financial
Massachusetts
$189K – – –
BWM
472
Baystate Wealth Management
Massachusetts
$189K +$25.2K +211 +15%
TA
473
TFG Advisers
Michigan
$189K +$189K +1,586 New
CI
474
Cordant Inc
Oregon
$181K +$181K +1,518 New
AP
475
Atwood & Palmer
Missouri
$178K – – –
17 18
19
20 21