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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 %
BlackRock
451
BlackRock
New York
$56K -$39.5K -488 -41%
CIAS
452
CBIZ Investment Advisory Services
Ohio
$56K -$82K – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$54K +$48.9K +599 +951%
Bank Julius Baer & Co
454
Bank Julius Baer & Co
Switzerland
$53K +$53K +651 New
BCA
455
Berman Capital Advisors
Georgia
$52K – – –
MRCM
456
M&R Capital Management
New Jersey
$49K – – –
TCOV
457
Trust Company of Vermont
Vermont
$46K +$29.1K +356 +172%
VRM
458
Vectors Research Management
New York
$44K -$22.4K -277 -34%
JCM
459
Jacobi Capital Management
Pennsylvania
$44K -$21.6K -264 -33%
1IA
460
1834 Investment Advisors
Wisconsin
$43K -$15.2K -185 -26%
RFA
461
Reilly Financial Advisors
California
$42K – – –
EWM
462
EPG Wealth Management
Georgia
$41K -$3.89K -48 -9%
CCM
463
Cox Capital Management
Massachusetts
$39K +$39K +330 New
BWM
464
BerganKDV Wealth Management
Minnesota
$36K – – –
HDIM
465
Hanson & Doremus Investment Management
Vermont
$36K – – –
AT
466
Arden Trust
Delaware
$36K +$36K +440 New
CB
467
Community Bank
New York
$29K – – –
CFN
468
Cordasco Financial Network
Florida
$29K – – –
BEI
469
Benjamin Edwards Inc
Missouri
$29K +$18.3K +222 +171%
KTC
470
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
TSW
471
Thompson Siegel & Walmsley
Virginia
$28K +$26.3K +319 +1,519%
GEA
472
Glen Eagle Advisors
New Jersey
$26.3K -$17.2K -212 -40%
CAAS
473
Capital Asset Advisory Services
Michigan
$26K -$161K -1,893 -86%
LIA
474
LS Investment Advisors
Michigan
$26K – – –
HFA
475
HC Financial Advisors
California
$26K +$26K +317 New
17 18
19
20 21