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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 %
SFSIG
476
San Francisco Sentry Investment Group
California
$23K -$15.3K -190 -40%
EFSCE
477
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$8.59K -107 -28%
BBA
478
Braun-Bostich & Associates
Pennsylvania
$22K – – –
AWA
479
Arkadios Wealth Advisors
Georgia
$21.3K +$163 +2 +0.8%
ACA
480
Aptus Capital Advisors
Alabama
$21K – – –
SFS
481
Sowell Financial Services
Arkansas
$20K -$128K -1,573 -87%
M
482
MOTCO
Texas
$20K +$20K +247 New
CFD
483
Creative Financial Designs
Indiana
$19K -$7.65K -93 -29%
Simplex Trading
484
Simplex Trading
Illinois
$19K +$19K +246 New
WT
485
Washington Trust
Rhode Island
$17K +$17K +209 New
TRCT
486
Tower Research Capital (TRC)
New York
$16K -$271K -3,387 -94%
CWA
487
Carolina Wealth Advisors
South Carolina
$16K -$22.2K -279 -58%
BA
488
Ballast Advisors
Minnesota
$16K – – –
LFG
489
LifePlan Financial Group
Ohio
$16K +$162 +2 +1%
PCMK
490
Paragon Capital Management (Kansas)
Kansas
$16K +$16K +195 New
CIAS
491
Capital Investment Advisory Services
North Carolina
$15K -$173K -2,174 -92%
IF
492
Ironwood Financial
Arizona
$15K -$15.8K -189 -51%
BMM
493
Berkshire Money Management
Massachusetts
$15K +$15K +185 New
MCM
494
MV Capital Management
Maryland
$15K +$15K +186 New
MG
495
MilWealth Group
Wisconsin
$14.2K – – –
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$15.5K -188 -54%
SIC
497
Salem Investment Counselors
North Carolina
$13K – – –
LFG
498
Larson Financial Group
Missouri
$12K +$1.14K +14 +10%
DWM
499
Darwin Wealth Management
Florida
$12K +$12K +154 New
FDCDDQ
500
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K – – –
18 19
20
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