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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

504 hedge funds and large institutions have $4.95B invested in Vanguard Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 206 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
10.96%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.65%
New
43
Increased
206
Reduced
162
Closed
38
Calls
$1.61M
Puts
$883K
Net Calls
+$730K
Net Calls Change
-$280K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$27.7M
2
TF
TIAA FSB
Florida
+$9.87M
3
AssetMark Inc
AssetMark Inc
California
+$9.3M
4
FAT
First American Trust
California
+$7.06M
5
GFPC
Global Financial Private Capital
Florida
+$6.46M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$42.1M
2
BTS
BB&T Securities
Virginia
-$7.94M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$6.44M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.18M
5
PCG
Private Capital Group
Connecticut
-$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$29.4M +$1.23M +11,071 +4%
SB
27
Suntrust Banks
Georgia
$29M +$2.82M +25,296 +11%
MD
28
Money Design
Japan
$27.3M +$5.5M +49,409 +25%
JCM
29
Jacobi Capital Management
Pennsylvania
$25.7M -$108K -972 -0.4%
CCM
30
Condor Capital Management
New Jersey
$24.7M +$658K +5,909 +3%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$24.2M -$2.97M -26,648 -11%
LNC
32
Lincoln National Corp
Pennsylvania
$23.7M +$1.05M +9,444 +5%
FC
33
Forte Capital
New York
$21.3M -$788K -7,073 -4%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$21M +$1.48M +13,263 +8%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$19.9M +$453K +4,106 +2%
A
36
AdvicePeriod
California
$18.5M +$553K +4,963 +3%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$18.2M -$129K -1,163 -0.7%
MIS
38
Morningstar Investment Services
Illinois
$17.3M -$4.91M -44,133 -22%
William Blair & Company
39
William Blair & Company
Illinois
$16.7M +$1.37M +12,333 +9%
RJA
40
Raymond James & Associates
Florida
$14.6M +$958K +8,608 +7%
RWP
41
RWA Wealth Partners
Massachusetts
$14.2M +$530K +4,760 +4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$14M -$1.86M -16,668 -12%
SFG
43
Sage Financial Group
Pennsylvania
$13.8M -$59.2K -532 -0.4%
BFA
44
Bragg Financial Advisors
North Carolina
$13.3M +$326K +2,932 +3%
SP
45
Symmetry Partners
Connecticut
$12.5M +$855K +7,677 +7%
AWM
46
Avior Wealth Management
Nebraska
$12.1M +$191K +1,712 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$11.9M -$2.02M -18,110 -15%
PAG
48
Private Advisor Group
New Jersey
$11.4M +$423K +3,799 +4%
RRC
49
Relaxing Retirement Coach
Massachusetts
$11.1M -$481K -4,326 -4%
QCM
50
Quest Capital Management
Texas
$11M -$215K -1,932 -2%
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