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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 %
TCOV
551
Trust Company of Vermont
Vermont
$25K – – –
CA
552
CXI Advisors
Indiana
$24K +$24K +202 New
LFG
553
LifePlan Financial Group
Ohio
$23K – – –
BA
554
Ballast Advisors
Minnesota
$23K +$23K +191 New
FGAM
555
Financial Gravity Asset Management
Texas
$21K +$817 +7 +4%
MG
556
MilWealth Group
Wisconsin
$20.8K – – –
SIC
557
Salem Investment Counselors
North Carolina
$18K – – –
PA
558
Procyon Advisors
Connecticut
$18K +$18K +155 New
CAL
559
Capital Analysts LLC
Pennsylvania
$17K – – –
EIP
560
Ellis Investment Partners
Pennsylvania
$16K +$116 +1 +0.7%
LFG
561
Larson Financial Group
Missouri
$16K +$955 +8 +6%
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K – – –
BEI
563
Benjamin Edwards Inc
Missouri
$15K +$346 +3 +2%
MWM
564
Maltin Wealth Management
New Jersey
$15K +$15K +123 New
LWA
565
Lenox Wealth Advisors
New York
$13K +$13K +110 New
FPFS
566
First Personal Financial Services
North Carolina
$13K +$13K +113 New
BC
567
Barnett & Company
Tennessee
$12K – – –
FRA
568
Front Row Advisors
California
$12K – – –
CAGAS
569
Capital Advisory Group Advisory Services
Minnesota
$10K – – –
AIP
570
Ameritas Investment Partners
Nebraska
$10K – – –
ME
571
McIlrath & Eck
Washington
$10K – – –
FPS
572
Fieldpoint Private Securities
Connecticut
$10K – – –
GTAM
573
Global Trust Asset Management
Florida
$10K +$6.82K +58 +215%
KPW
574
Kore Private Wealth
New York
$10K +$10K +81 New
PP
575
Pacifica Partners
Canada
$10K +$10K +86 New
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23
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