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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

542 hedge funds and large institutions have $3.98B invested in Vanguard Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-69
Holders Change %
-11.29%
% of All Funds
11.97%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.57%
New
54
Increased
209
Reduced
204
Closed
113
Calls
$837K
Puts
$388K
Net Calls
+$449K
Net Calls Change
-$395K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$65.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$26M
3
KF
Krilogy Financial
Missouri
+$18.3M
4
EWA
ERTS Wealth Advisors
Michigan
+$12.8M
5
AssetMark Inc
AssetMark Inc
California
+$12.1M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$468M
2
CL
Cabana LLC
Arkansas
-$35.2M
3
Betterment LLC
Betterment LLC
New York
-$22.8M
4
FIA
Foundations Investment Advisors
Arizona
-$19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$27.3M -$6.24M -76,707 -19%
Creative Planning
27
Creative Planning
Kansas
$27.1M -$1.05M -12,935 -4%
SF
28
Summit Financial
New Jersey
$23.9M +$300K +3,688 +1%
LNC
29
Lincoln National Corp
Pennsylvania
$22.8M +$2.64M +32,416 +13%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$21.6M +$4.45M +54,716 +26%
MML Investors Services
31
MML Investors Services
Massachusetts
$19.9M -$654K -8,048 -3%
KF
32
Krilogy Financial
Missouri
$18.6M +$18.3M +225,556 +7,300%
CCM
33
Condor Capital Management
New Jersey
$17.8M -$4.15K -51 -0%
AWM
34
Avior Wealth Management
Nebraska
$16.8M +$4.17M +51,340 +33%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$14.1M -$1.14M -14,062 -8%
FC
36
Forte Capital
New York
$13.6M -$642K -7,903 -5%
PAG
37
Private Advisor Group
New Jersey
$13.6M +$672K +8,266 +5%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$13.2M -$537K -6,604 -4%
RJA
39
Raymond James & Associates
Florida
$13.2M +$1.04M +12,799 +9%
CG
40
Colony Group
Massachusetts
$12.9M +$9.7M +119,341 +302%
EWA
41
ERTS Wealth Advisors
Michigan
$12.8M +$12.8M +157,298 New
PCG
42
Private Capital Group
Connecticut
$12.4M +$901K +11,082 +8%
US Bancorp
43
US Bancorp
Minnesota
$12.2M +$7.68M +94,520 +172%
MAM
44
Marotta Asset Management
Virginia
$11.6M +$278K +3,619 +2%
William Blair & Company
45
William Blair & Company
Illinois
$11.3M -$7.75M -95,324 -41%
CA
46
Capital Advantage
California
$11.2M +$232K +2,606 +2%
BFA
47
Bragg Financial Advisors
North Carolina
$11.1M +$793K +9,755 +8%
EK
48
Evensky & Katz
Florida
$10.9M +$9.71M +119,421 +839%
SP
49
Symmetry Partners
Connecticut
$10.7M +$1.26M +15,456 +13%
LFS
50
Lutz Financial Services
Nebraska
$10.6M +$8.33M +102,528 +371%
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