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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 %
TL
501
TrueWealth LLC
Georgia
$110K – – –
BW
502
Bison Wealth
Georgia
$110K +$110K +922 New
OPS
503
Orion Portfolio Solutions
Nebraska
$108K +$108K +907 New
CFA
504
Carroll Financial Associates
North Carolina
$107K – – –
CCM
505
Covington Capital Management
California
$106K +$40.5K +340 +62%
PA
506
Parallel Advisors
California
$100K +$1.43K +12 +1%
IFA
507
Interactive Financial Advisors
Illinois
$99K +$99K +827 New
VRM
508
Vectors Research Management
New York
$98K -$61.5K -515 -39%
FP
509
Financial Perspectives
Minnesota
$96.5K +$96.5K +810 New
PMFA
510
Plante Moran Financial Advisors
Michigan
$96K +$1.43K +12 +2%
JCM
511
Jacobi Capital Management
Pennsylvania
$95K +$593 +5 +0.6%
MPCG
512
Matrix Private Capital Group
New York
$95K +$95K +795 New
PB
513
Pinnacle Bancorp
Nebraska
$94K – – –
WAP
514
Wealthcare Advisory Partners
Pennsylvania
$85K +$51.3K +430 +152%
PA
515
PSI Advisors
Florida
$85K +$85K +718 New
1IA
516
1834 Investment Advisors
Wisconsin
$84K +$13.6K +115 +19%
Chevy Chase Trust
517
Chevy Chase Trust
Maryland
$83K +$83K +698 New
BUB
518
BBVA USA Bancshares
Texas
$83K +$83K +699 New
CIAS
519
CBIZ Investment Advisory Services
Ohio
$82K – – –
SIAS
520
Shine Investment Advisory Services
Colorado
$78K – – –
BCA
521
Berman Capital Advisors
Georgia
$77K – – –
FCM
522
Firestone Capital Management
Florida
$75K +$75K +630 New
MRCM
523
M&R Capital Management
New Jersey
$73K – – –
AF
524
Allworth Financial
California
$71K -$15.4K -130 -18%
SWM
525
Selective Wealth Management
Virginia
$69K +$69K +576 New
19 20
21
22 23