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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

611 hedge funds and large institutions have $5.8B invested in Vanguard Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 236 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+91
Holders Change %
+17.5%
% of All Funds
12.07%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.63%
New
125
Increased
236
Reduced
153
Closed
30
Calls
$846K
Puts
$2K
Net Calls
+$844K
Net Calls Change
-$2.15M

Top Buyers

1
SGAM
Stephens Group Asset Management
Arkansas
+$87.7M
2
Betterment LLC
Betterment LLC
New York
+$62.4M
3
Truist Financial
Truist Financial
North Carolina
+$61.4M
4
JFA
Johanson Financial Advisors
California
+$48.2M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$34M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$71.4M
2
KTM
Keeler Thomas Management
Utah
-$49M
3
Axa
Axa
France
-$34.8M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.91M
5
SF
Summit Financial
New Jersey
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$41.2M +$159K +1,330 +0.4%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$37.6M -$697K -6,065 -2%
MD
28
Money Design
Japan
$35.4M +$3.35M +28,246 +10%
CL
29
Cabana LLC
Arkansas
$35.2M +$13.3M +111,348 +60%
SF
30
Summit Financial
New Jersey
$34.6M -$3.49M -29,263 -9%
FIA
31
Foundations Investment Advisors
Arizona
$30.8M +$11.1M +94,291 +57%
MML Investors Services
32
MML Investors Services
Massachusetts
$30.1M -$2.02M -16,906 -6%
LNC
33
Lincoln National Corp
Pennsylvania
$29.6M +$899K +7,544 +3%
William Blair & Company
34
William Blair & Company
Illinois
$27.9M +$7.53M +63,134 +37%
CCM
35
Condor Capital Management
New Jersey
$26.1M -$257K -2,157 -1%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$25.2M -$296K -2,487 -1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$22.3M +$308K +2,586 +1%
FC
38
Forte Capital
New York
$20.9M -$1.58M -13,293 -7%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$20.2M -$2.19M -18,361 -10%
A
40
AdvicePeriod
California
$19.4M +$808K +6,782 +4%
PAG
41
Private Advisor Group
New Jersey
$18.9M +$1.87M +15,708 +11%
AWM
42
Avior Wealth Management
Nebraska
$18.5M +$5.29M +44,390 +40%
RJA
43
Raymond James & Associates
Florida
$17.9M -$291K -2,438 -2%
MAM
44
Marotta Asset Management
Virginia
$17.3M +$17.3M +146,800 New
PCG
45
Private Capital Group
Connecticut
$16.9M -$2.3M -19,309 -12%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$15.2M +$1.76M +14,775 +13%
BFA
47
Bragg Financial Advisors
North Carolina
$15.1M +$607K +5,095 +4%
CA
48
Capital Advantage
California
$14.8M +$138K +1,145 +0.9%
SFG
49
Sage Financial Group
Pennsylvania
$14.7M -$53.8K -451 -0.4%
RWP
50
RWA Wealth Partners
Massachusetts
$14.2M +$828K +6,949 +6%
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