VOE icon

Vanguard Mid-Cap Value ETF

436 hedge funds and large institutions have $4.36B invested in Vanguard Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 180 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+12
Holders Change %
+2.83%
% of All Funds
10%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
41
Increased
180
Reduced
130
Closed
26
Calls
$2.1M
Puts
$1.12M
Net Calls
+$985K
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
26
Foundations Investment Advisors
Arizona
$26.5M +$26.5M +239,756 New
MD
27
Money Design
Japan
$25.9M +$4.46M +40,397 +21%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$25.5M -$1.34M -12,130 -5%
CCM
29
Condor Capital Management
New Jersey
$24.2M -$498K -4,507 -2%
FC
30
Forte Capital
New York
$22.3M -$32.4K -293 -0.1%
SB
31
Suntrust Banks
Georgia
$21.4M +$1.92M +17,412 +10%
MML Investors Services
32
MML Investors Services
Massachusetts
$20.5M -$12.6M -113,815 -38%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$19.8M -$10.1M -91,400 -34%
William Blair & Company
34
William Blair & Company
Illinois
$18.7M +$1.45M +13,143 +8%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$17.5M +$174K +1,578 +1%
MIS
36
Morningstar Investment Services
Illinois
$17M +$1.69M +15,262 +11%
SFG
37
Sage Financial Group
Pennsylvania
$15.2M +$517K +4,683 +4%
KFA
38
Kays Financial Advisory
Georgia
$15.2M +$817K +7,397 +6%
WDL
39
Well Done LLC
Michigan
$14.7M +$677K +6,130 +5%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$14.6M +$9.26M +83,808 +174%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$14.5M -$1.85M -16,708 -11%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$13.8M +$13.8M +125,145 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$13.7M +$1.25M +11,338 +10%
CA
44
Capital Advantage
California
$13.1M +$116K +1,048 +0.9%
AWM
45
Avior Wealth Management
Nebraska
$12.2M +$70.3K +636 +0.6%
MA
46
MCF Advisors
Kentucky
$11.7M +$54.7K +495 +0.5%
RRC
47
Relaxing Retirement Coach
Massachusetts
$11.7M +$1.4M +12,671 +14%
GWA
48
Guidant Wealth Advisors
Illinois
$11.5M +$1.1M +8,957 +11%
BTS
49
BB&T Securities
Virginia
$11.5M +$1.58M +14,315 +16%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$11.4M -$233K -2,105 -2%