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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 %
CS
501
Credit Suisse
Switzerland
– -$3.17M -28,041 Closed
GFPC
502
Global Financial Private Capital
Florida
– -$3.11M -27,514 Closed
Manulife (Manufacturers Life Insurance)
503
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$2.13M -18,798 Closed
PFS
504
Prospera Financial Services
Texas
– -$858K -7,643 Closed
BS
505
Boenning & Scattergood
Pennsylvania
– -$728K -6,443 Closed
PFP
506
Pinnacle Financial Partners
Tennessee
– -$640K -5,658 Closed
SCM
507
Southport Capital Management
Tennessee
– -$585K -5,174 Closed
AFP
508
Ausdal Financial Partners
Iowa
– -$376K -3,326 Closed
SA
509
Strategic Advisors
New York
– -$257K -2,274 Closed
BRWM
510
B. Riley Wealth Management
Tennessee
– -$254K -2,249 Closed
TFCP
511
Twin Focus Capital Partners
Massachusetts
– -$250K -2,212 Closed
SWPG
512
Strategic Wealth Partners Group
Illinois
– -$245 -2,168 Closed
TFS
513
TrustCore Financial Services
Tennessee
– -$234K -2,070 Closed
CRC
514
Curi RMB Capital
Illinois
– -$231K -2,043 Closed
NF
515
Nikulski Financial
Iowa
– -$213K -2,030 Closed
DBRC
516
D.B. Root & Company
Pennsylvania
– -$229K -2,030 Closed
RA
517
RFG Advisory
Alabama
– -$218K -1,927 Closed
CAMG
518
CWA Asset Management Group
Florida
– -$213K -1,888 Closed
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
– -$204K -1,802 Closed
BSW
520
Buckingham Strategic Wealth
Missouri
– -$200K -1,769 Closed
LNWWM
521
Laird Norton Wetherby Wealth Management
California
– -$200K -1,769 Closed
IFA
522
Interactive Financial Advisors
Illinois
– -$200K -1,767 Closed
RCAG
523
Rehmann Capital Advisory Group
Michigan
– -$173K -1,530 Closed
ML
524
McAdam LLC
Pennsylvania
– -$96K -847 Closed
PWAG
525
Polaris Wealth Advisory Group
California
– -$95K -836 Closed
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