VOE icon

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 %
TIM
526
Tortoise Investment Management
New York
$3K +$353 +4 +13%
PP
527
PrairieView Partners
Minnesota
$3K +$3K +40 New
OIA
528
Optimum Investment Advisors
Illinois
$2K -$905K -9,503 -100%
FCA
529
FinTrust Capital Advisors
South Carolina
$2K -$49.4K -469 -96%
CCM
530
Cribstone Capital Management
Maine
$2K -$13K -201 -87%
TAM
531
Townsend Asset Management
North Carolina
$2K – – –
DOA
532
D'Orazio & Associates
Virginia
$2K – – –
SC
533
Stratford Consulting
Texas
$2K +$2K +20 New
LWANC
534
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$2K +24 New
SIS
535
Sound Income Strategies
Florida
$2K +$2K +25 New
AF
536
Affiance Financial
Minnesota
$1K -$1.5K -12 -60%
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$1K -$833 -10 -45%
RWG
538
Regal Wealth Group
California
$1K – – –
SFA
539
Stewardship Financial Advisors
Georgia
$1K – – –
NL
540
NWAM LLC
Washington
$371 -$3 -39 -0.8%
FGAM
541
Financial Gravity Asset Management
Texas
$15 – +4 +2%
CL
542
Cabana LLC
Arkansas
– -$35.2M -295,645 Closed
RJFSA
543
Raymond James Financial Services Advisors
Florida
– -$15.2M -127,485 Closed
QCM
544
Quest Capital Management
Texas
– -$10.9M -91,729 Closed
SFI
545
SPC Financial Inc
Maryland
– -$5.81M -48,700 Closed
TAM
546
Tocqueville Asset Management
New York
– -$4.4M -36,911 Closed
TWA
547
Tillar-Wenstrup Advisors
Ohio
– -$4.07M -34,173 Closed
CG
548
Caprock Group
Idaho
– -$3.62M -30,378 Closed
Cerity Partners
549
Cerity Partners
New York
– -$3.59M -30,101 Closed
PAS
550
Park Avenue Securities
New York
– -$3.52M -29,533 Closed
20 21
22
23 24