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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 %
PCIA
476
Prime Capital Investment Advisors
Kansas
$175K +$1.91K +16 +1%
AWM
477
Atticus Wealth Management
Florida
$171K +$171K +1,435 New
GRP
478
Global Retirement Partners
California
$167K +$17.1K +144 +11%
LWA
479
LWS Wealth Advisors
New Jersey
$167K +$167K +1,405 New
Bessemer Group
480
Bessemer Group
New Jersey
$166K – – –
TFS
481
TrustCore Financial Services
Tennessee
$164K +$10.2K +86 +7%
VCM
482
Vigilant Capital Management
Maine
$162K +$42.4K +355 +36%
SIM
483
Sonora Investment Management
Arizona
$161K – – –
WEC
484
Winslow Evans & Crocker
Massachusetts
$160K – – –
TFGT
485
TS Financial Group (TSFG)
Illinois
$154K -$833 -7 -0.5%
LPWM
486
Lake Point Wealth Management
Texas
$153K +$153K +1,280 New
S
487
SignatureFD
Georgia
$151K +$84.1K +708 +126%
EWP
488
Engrave Wealth Partners
Texas
$149K +$149K +1,255 New
TWA
489
TCI Wealth Advisors
Arizona
$146K +$43.7K +368 +43%
CMBA
490
C.M. Bidwell & Associates
Hawaii
$146K +$45.8K +383 +46%
SBL
491
Sargent Bickham Lagudis
Colorado
$144K – – –
BlackRock
492
BlackRock
New York
$141K -$11.8K -99 -8%
DSC
493
Duncker Streett & Co
Missouri
$138K +$138K +1,156 New
AA
494
Ancora Advisors
Ohio
$134K +$134K +1,124 New
GWM
495
Geneos Wealth Management
Colorado
$133K +$17.3K +145 +15%
LB
496
Legacy Bridge
Iowa
$129K – – –
MCWS
497
McKinley Carter Wealth Services
West Virginia
$129K +$129K +1,082 New
BAMG
498
Brand Asset Management Group
Missouri
$118K – – –
FPB
499
First PREMIER Bank
South Dakota
$117K – – –
JGIA
500
Jackson Grant Investment Advisers
Connecticut
$112K +$837 +7 +0.8%
18 19
20
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