VOE icon

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 %
AIC
526
Archer Investment Corporation
Indiana
$67K +$58.3K +490 +671%
RG
527
Retirement Group
California
$66K +$66K +552 New
EWM
528
EPG Wealth Management
Georgia
$66K +$66K +554 New
GEA
529
Glen Eagle Advisors
New Jersey
$63.8K – – –
RFA
530
Reilly Financial Advisors
California
$62K – – –
FCA
531
FinTrust Capital Advisors
South Carolina
$58K – – –
SFSIG
532
San Francisco Sentry Investment Group
California
$57K – – –
CWA
533
Carolina Wealth Advisors
South Carolina
$57K +$57K +480 New
BWM
534
BerganKDV Wealth Management
Minnesota
$52K – – –
HDIM
535
Hanson & Doremus Investment Management
Vermont
$52K +$3.19K +27 +7%
SIAP
536
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$46K +$46K +388 New
EFSCE
537
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
IF
538
Ironwood Financial
Arizona
$44K – – –
CFN
539
Cordasco Financial Network
Florida
$42K – – –
CB
540
Community Bank
New York
$42K – – –
PFGIA
541
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$61.1K -516 -60%
CFD
542
Creative Financial Designs
Indiana
$39K -$29.3K -243 -43%
TCM
543
TD Capital Management
Tennessee
$39K +$239 +2 +0.6%
LIA
544
LS Investment Advisors
Michigan
$38K – – –
ACM
545
Anfield Capital Management
California
$35K +$35K +288 New
BBA
546
Braun-Bostich & Associates
Pennsylvania
$34K +$34K +288 New
AWA
547
Arkadios Wealth Advisors
Georgia
$31.6K +$31.6K +260 New
ACA
548
Aptus Capital Advisors
Alabama
$31K +$31K +263 New
CCM
549
Cribstone Capital Management
Maine
$28K -$8.21K -68 -23%
KTC
550
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
20 21
22
23 24