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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
476
Contravisory Investment Management
Massachusetts
$10K +$10K +95 New
KPW
477
Kore Private Wealth
New York
$9K -$31.6K -284 -78%
CAGAS
478
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
AA
479
Advisory Alpha
Michigan
$8.4K +$8.4K +77 New
PFBT
480
Parkside Financial Bank & Trust
Missouri
$8K -$29.3K -278 -79%
RFA
481
Reilly Financial Advisors
California
$8K – – –
CTB
482
Country Trust Bank
Illinois
$7K – – –
OWD
483
Osborn Williams & Donohoe
Ohio
$7K +$7K +65 New
PCFFS
484
Pacific Center for Financial Services
California
$6K – – –
WWM
485
Willingdon Wealth Management
North Carolina
$6K +$6K +60 New
PCA
486
Providence Capital Advisors
North Carolina
$5K -$48.2K -424 -91%
HS
487
Horan Securities
United States
$5K – – –
FCMT
488
Founders Capital Management (Texas)
Texas
$5K – – –
AIC
489
Ameritas Investment Company
Nebraska
$5K +$5K +50 New
TVWM
490
Tower View Wealth Management
Wisconsin
$4K – – –
CF
491
Centaurus Financial
California
$3.67K +$1.26K +136 +52%
JPLA
492
Joseph P. Lucia & Associates
New York
$3.48K +$3.48K +385,381 New
WA
493
WP Advisors
California
$3.31K – – –
VNA
494
Valley National Advisers
Pennsylvania
$3K – – –
LC
495
Lavaca Capital
Texas
$3K – – –
GTAM
496
Global Trust Asset Management
Florida
$3K – – –
CB
497
CNB Bank
Pennsylvania
$3K – – –
MM
498
Main Management
California
$2K – – –
TIM
499
Tortoise Investment Management
New York
$2K +$455 +5 +29%
SFA
500
Stewardship Financial Advisors
Georgia
$2K +$2K +14 New
18 19
20
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