VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

496 hedge funds and large institutions have $4.21B invested in Vanguard Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 168 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
11.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
107
Increased
168
Reduced
147
Closed
46
Calls
$1.86M
Puts
$282K
Net Calls
+$1.58M
Net Calls Change
+$429K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
2
TF
TIAA FSB
Florida
+$34.3M
3
Bank of America
Bank of America
North Carolina
+$32.7M
4
JCM
Jacobi Capital Management
Pennsylvania
+$22.4M
5
UBS Group
UBS Group
Switzerland
+$16.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$106M
2
Wells Fargo
Wells Fargo
California
-$85.4M
3
FIA
Foundations Investment Advisors
Arizona
-$30.4M
4
CL
Cabana LLC
Arkansas
-$30.1M
5
MMEA
Main Management ETF Advisors
California
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MD
26
Money Design
Japan
$24M +$8.6M +90,239 +56%
MML Investors Services
27
MML Investors Services
Massachusetts
$22.9M +$1.14M +11,974 +5%
JCM
28
Jacobi Capital Management
Pennsylvania
$22.5M +$22.4M +235,228 +23,833%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$22.2M +$1.25M +13,073 +6%
SB
30
Suntrust Banks
Georgia
$21.2M +$2.12M +22,229 +11%
CCM
31
Condor Capital Management
New Jersey
$20.5M +$85.6K +899 +0.4%
FC
32
Forte Capital
New York
$19.1M -$66.7K -700 -0.3%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$18.4M +$12.4M +130,440 +208%
NYLIM
34
New York Life Investment Management
New York
$17.1M -$195K -2,043 -1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$16.5M +$3.63M +38,110 +28%
MIS
36
Morningstar Investment Services
Illinois
$15.9M -$1.16M -12,188 -7%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$15.9M -$431K -4,524 -3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$15.6M +$2.84M +29,771 +22%
A
39
AdvicePeriod
California
$15.1M +$26.7K +280 +0.2%
SGAM
40
Stephens Group Asset Management
Arkansas
$13.2M +$13.2M +138,535 New
BTS
41
BB&T Securities
Virginia
$12.8M +$1.79M +18,830 +16%
William Blair & Company
42
William Blair & Company
Illinois
$12.2M -$5.8M -60,883 -32%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$12M +$149K +1,560 +1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$11.9M -$171K -1,797 -1%
SFG
45
Sage Financial Group
Pennsylvania
$11.9M -$1.28M -13,458 -10%
WDL
46
Well Done LLC
Michigan
$11.7M -$1.02M -10,708 -8%
CC
47
Claybrook Capital
Massachusetts
$11.7M +$11.7M +122,651 New
PCG
48
Private Capital Group
Connecticut
$11.6M +$1.35M +14,202 +13%
RJA
49
Raymond James & Associates
Florida
$11.2M +$1.89M +19,801 +20%
CA
50
Capital Advantage
California
$10.9M -$203K -2,131 -2%
1
2
3 4 5