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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 %
HWA
576
HCR Wealth Advisors
California
$10K +$10K +87 New
CTB
577
Country Trust Bank
Illinois
$8K – – –
PFBT
578
Parkside Financial Bank & Trust
Missouri
$8K – – –
RIA
579
Realta Investment Advisors
Delaware
$8K +$762 +6 +11%
CB
580
CNB Bank
Pennsylvania
$8K +$4.92K +40 +160%
PCFFS
581
Pacific Center for Financial Services
California
$7K – – –
LWM
582
Liberty Wealth Management
California
$7K +$113 +1 +2%
AWM
583
Aberdeen Wealth Management
Illinois
$7K +$7K +60 New
ADL
584
Asset Dedication LLC
California
$6K – – –
1NWS
585
1 North Wealth Services
Maryland
$6K – – –
IWP
586
IAG Wealth Partners
Wisconsin
$6K +$6K +45 New
FCMT
587
Founders Capital Management (Texas)
Texas
$5K – – –
PCA
588
Providence Capital Advisors
North Carolina
$5K – – –
SFG
589
Sowa Financial Group
Rhode Island
$5K +$5K +46 New
TVWM
590
Tower View Wealth Management
Wisconsin
$4K -$222 -2 -5%
TIM
591
Tortoise Investment Management
New York
$4K +$400 +3 +11%
CWC
592
Carolinas Wealth Consulting
North Carolina
$4K +$4K +35 New
HB
593
Horizon Bancorp
Indiana
$4K +$4K +37 New
TSW
594
Thompson Siegel & Walmsley
Virginia
$3K -$122K -854 -98%
GWMIA
595
Global Wealth Management Investment Advisory
Florida
$3K -$1.09K -8 -27%
DOA
596
D'Orazio & Associates
Virginia
$3K – – –
MM
597
Main Management
California
$3K – – –
TAM
598
Townsend Asset Management
North Carolina
$3K +$3K +26 New
SFA
599
Stewardship Financial Advisors
Georgia
$2K – – –
RMAM
600
Raab & Moskowitz Asset Management
New Jersey
$2K +$2K +17 New
22 23
24
25 26