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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

496 hedge funds and large institutions have $4.21B invested in Vanguard Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 168 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
11.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
107
Increased
168
Reduced
147
Closed
46
Calls
$1.86M
Puts
$282K
Net Calls
+$1.58M
Net Calls Change
+$429K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
2
TF
TIAA FSB
Florida
+$34.3M
3
Bank of America
Bank of America
North Carolina
+$32.7M
4
JCM
Jacobi Capital Management
Pennsylvania
+$22.4M
5
UBS Group
UBS Group
Switzerland
+$16.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$106M
2
Wells Fargo
Wells Fargo
California
-$85.4M
3
FIA
Foundations Investment Advisors
Arizona
-$30.4M
4
CL
Cabana LLC
Arkansas
-$30.1M
5
MMEA
Main Management ETF Advisors
California
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
476
UMB Bank
Missouri
$4.11K +$855 +8,976 +26%
FCMT
477
Founders Capital Management (Texas)
Texas
$4K – – –
CAL
478
Capital Analysts LLC
Pennsylvania
$4K – – –
HS
479
Horan Securities
United States
$4K – – –
TVWM
480
Tower View Wealth Management
Wisconsin
$4K – – –
SFC
481
SYM Financial Corp
Indiana
$3K – – –
VNA
482
Valley National Advisers
Pennsylvania
$3K – – –
GTAM
483
Global Trust Asset Management
Florida
$3K +$111 +1 +4%
TFA
484
Transamerica Financial Advisors
Florida
$3K +$3K +30 New
LC
485
Lavaca Capital
Texas
$3K +$3K +32 New
BAM
486
Bruderman Asset Management
New York
$3K +$3K +34 New
MM
487
Main Management
California
$2K -$9.18M -105,596 -100%
HNB
488
Huntington National Bank
Ohio
$2K -$17K – –
CB
489
CNB Bank
Pennsylvania
$2K – – –
TIM
490
Tortoise Investment Management
New York
$2K – – –
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +19 New
CBT
492
Capital Bank & Trust
California
$2K +$2K +24 New
NA
493
NewEdge Advisors
Louisiana
$1.83K +$267 +2,807 +17%
GI
494
GS Investments
Minnesota
$476 – – –
CF
495
Centaurus Financial
California
$3 +$3 +259 +25,900%
FIA
496
Foundations Investment Advisors
Arizona
– -$30.4M -268,821 Closed
MMEA
497
Main Management ETF Advisors
California
– -$18.9M -167,400 Closed
Mackenzie Financial
498
Mackenzie Financial
Ontario, Canada
– -$16.5M -146,100 Closed
SCA
499
Spearhead Capital Advisors
Florida
– -$11M -97,801 Closed
FTS
500
Fifth Third Securities
Ohio
– -$3.41M -29,932 Closed
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