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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$20.4M
2
FIA
Foundations Investment Advisors
Arizona
+$17.5M
3
SB
Suntrust Banks
Georgia
+$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$9.53M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
-$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17.1M
3
Stifel Financial
Stifel Financial
Missouri
-$15.7M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
26
Summit Financial
New Jersey
$34.7M +$2.25M +20,716 +7%
MD
27
Money Design
Japan
$30.5M +$2.75M +24,293 +10%
MML Investors Services
28
MML Investors Services
Massachusetts
$30.4M +$600K +5,310 +2%
LNC
29
Lincoln National Corp
Pennsylvania
$27.2M +$3.1M +27,431 +13%
MIS
30
Morningstar Investment Services
Illinois
$25.9M +$8.28M +73,300 +47%
CCM
31
Condor Capital Management
New Jersey
$24.9M -$81.9K -725 -0.3%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$24.2M -$370K -3,273 -2%
FC
33
Forte Capital
New York
$21.3M -$325K -2,876 -2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$21.2M +$794K +7,030 +4%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$20.8M -$493K -4,367 -2%
CL
36
Cabana LLC
Arkansas
$20.8M +$20.4M +180,113 +4,305%
William Blair & Company
37
William Blair & Company
Illinois
$19.3M +$2.42M +21,397 +14%
FIA
38
Foundations Investment Advisors
Arizona
$18.2M +$17.5M +159,685 +2,501%
PCG
39
Private Capital Group
Connecticut
$18.2M +$7.97M +70,512 +78%
A
40
AdvicePeriod
California
$17.7M -$1.14M -10,099 -6%
RJA
41
Raymond James & Associates
Florida
$17.2M +$2.37M +20,963 +16%
PAG
42
Private Advisor Group
New Jersey
$16.2M +$4.55M +40,214 +39%
SFG
43
Sage Financial Group
Pennsylvania
$14M -$63.5K -562 -0.5%
CA
44
Capital Advantage
California
$13.8M +$13.8M +121,914 New
BFA
45
Bragg Financial Advisors
North Carolina
$13.8M +$300K +2,652 +2%
SP
46
Symmetry Partners
Connecticut
$13.1M +$477K +4,217 +4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$12.7M -$1.46M -12,947 -10%
RWP
48
RWA Wealth Partners
Massachusetts
$12.7M -$1.74M -15,438 -12%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$12.6M +$7.84M +69,342 +166%
AWM
50
Avior Wealth Management
Nebraska
$12.6M +$317K +2,804 +3%
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