VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$20.4M
2
FIA
Foundations Investment Advisors
Arizona
+$17.5M
3
SB
Suntrust Banks
Georgia
+$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$9.53M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
-$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17.1M
3
Stifel Financial
Stifel Financial
Missouri
-$15.7M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
501
UMB Bank
Missouri
$5.81K +$407 +3,606 +8%
FCH
502
Freestone Capital Holdings
Washington
$5.28K -$955 -8,454 -15%
PCA
503
Providence Capital Advisors
North Carolina
$5K – – –
HS
504
Horan Securities
United States
$5K – – –
FCMT
505
Founders Capital Management (Texas)
Texas
$5K +$217 +2 +5%
VNA
506
Valley National Advisers
Pennsylvania
$4K – – –
TVWM
507
Tower View Wealth Management
Wisconsin
$4K – – –
AA
508
Advisory Alpha
Michigan
$3.09K +$3.09K +28 New
GWMIA
509
Global Wealth Management Investment Advisory
Florida
$3K -$6.3K -63 -68%
GTAM
510
Global Trust Asset Management
Florida
$3K – – –
CB
511
CNB Bank
Pennsylvania
$3K – – –
MM
512
Main Management
California
$3K – – –
TIM
513
Tortoise Investment Management
New York
$3K +$222 +2 +8%
SFA
514
Stewardship Financial Advisors
Georgia
$2K +$2K +14 New
SFSG
515
Stearns Financial Services Group
North Carolina
$2K +$2K +17 New
DOA
516
D'Orazio & Associates
Virginia
$2K +$2K +22 New
SSB
517
Sandy Spring Bank
Maryland
$1K -$55.7K -613 -98%
RWG
518
Regal Wealth Group
California
$1K +$1K +11 New
MAM
519
Meeder Asset Management
Ohio
$1K +$1K +12 New
RGI
520
River Global Investors
United Kingdom
– -$9.65M -86,640 Closed
FTS
521
Fifth Third Securities
Ohio
– -$2.7M -24,097 Closed
CS
522
Credit Suisse
Switzerland
– -$2.21M -19,860 Closed
PPP
523
Private Portfolio Partners
New Jersey
– -$749K -6,729 Closed
TA
524
Tiedemann Advisors
New York
– -$574K -5,126 Closed
BCM
525
Bienville Capital Management
New York
– -$347K -3,100 Closed
18 19 20
21
22