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Vanguard Mid-Cap Value ETF
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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 %
LC
551
Lubar & Co
Wisconsin
– -$3.14M -26,360 Closed
MWM
552
MorganRosel Wealth Management
Colorado
– -$2.25M -18,893 Closed
PD
553
Planning Directions
Pennsylvania
– -$1.68M -14,061 Closed
AI
554
Atria Investments
North Carolina
– -$1.61M -13,476 Closed
CPO
555
Cerity Partners OCIO
New York
– -$1.58M -13,207 Closed
LHC
556
Little House Capital
Massachusetts
– -$1.32M -11,032 Closed
AIA
557
Angeles Investment Advisors
California
– -$1.3M -10,895 Closed
MWM
558
Merriman Wealth Management
Washington
– -$1.25M -10,466 Closed
KWMG
559
King Wealth Management Group
Florida
– -$1.14M -9,583 Closed
Renaissance Technologies
560
Renaissance Technologies
New York
– -$1.12M -9,400 Closed
AA
561
ALPS Advisors
Colorado
– -$1.09M -9,099 Closed
Citadel Advisors
562
Citadel Advisors
Florida
– -$1.02M -8,547 Closed
IAA
563
Independent Advisor Alliance
North Carolina
– -$994K -8,343 Closed
TI
564
Truepoint Inc
Ohio
– -$993K -8,335 Closed
CSPIA
565
Cary Street Partners Investment Advisory
Virginia
– -$907K -7,610 Closed
CMO
566
Covenant Multifamily Offices
Texas
– -$446K -7,573 Closed
FLA
567
Financial Life Advisors
Texas
– -$877K -7,355 Closed
HI
568
Human Investing
Oregon
– -$776K -6,512 Closed
JWCA
569
J.W. Cole Advisors
Florida
– -$738K -6,189 Closed
MWP
570
MYCIO Wealth Partners
Pennsylvania
– -$635K -5,331 Closed
GVAG
571
Great Valley Advisor Group
Delaware
– -$538K -4,518 Closed
PAIM
572
Punch & Associates Investment Management
Minnesota
– -$530K -4,448 Closed
WP
573
WealthSource Partners
California
– -$514K -4,310 Closed
FCH
574
Freestone Capital Holdings
Washington
– -$493 -4,132 Closed
KCM
575
Kendall Capital Management
Maryland
– -$483K -4,054 Closed
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