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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$27.3M +$1.31M +12,147 +5%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$26.3M +$1.18M +10,948 +5%
SB
28
Suntrust Banks
Georgia
$25.4M +$1.42M +13,124 +6%
JCM
29
Jacobi Capital Management
Pennsylvania
$25M -$516K -4,779 -2%
CCM
30
Condor Capital Management
New Jersey
$23.3M +$75.5K +700 +0.3%
LNC
31
Lincoln National Corp
Pennsylvania
$22M +$11.1M +102,548 +101%
MIS
32
Morningstar Investment Services
Illinois
$21.6M +$3.53M +32,719 +20%
FC
33
Forte Capital
New York
$21.4M -$253K -2,348 -1%
MD
34
Money Design
Japan
$21.2M -$5.98M -55,433 -22%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$19M +$1.4M +13,022 +8%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$18.9M -$1.89M -17,493 -9%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$17.8M -$175K -1,622 -1%
A
38
AdvicePeriod
California
$17.4M +$346K +3,205 +2%
PCG
39
Private Capital Group
Connecticut
$15.4M +$2.24M +20,667 +17%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$15.4M -$3.29M -30,469 -18%
BTS
41
BB&T Securities
Virginia
$15.2M +$651K +6,039 +4%
William Blair & Company
42
William Blair & Company
Illinois
$14.8M +$973K +9,022 +7%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$13.5M -$74.8K -693 -0.6%
SFG
44
Sage Financial Group
Pennsylvania
$13.4M -$32.6K -302 -0.2%
RWP
45
RWA Wealth Partners
Massachusetts
$13.2M +$1.72M +15,941 +15%
RJA
46
Raymond James & Associates
Florida
$13.2M +$493K +4,566 +4%
CA
47
Capital Advantage
California
$13.1M +$742K +6,876 +6%
BFA
48
Bragg Financial Advisors
North Carolina
$12.5M +$554K +5,136 +5%
SCA
49
Spearhead Capital Advisors
Florida
$12.1M +$12.1M +112,566 New
RGI
50
River Global Investors
United Kingdom
$11.8M +$11.8M +109,250 New
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