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 %
PFP
576
Pinnacle Financial Partners
Tennessee
– -$473K -3,972 Closed
FMWA
577
Forvis Mazars Wealth Advisors
Missouri
– -$422K -3,540 Closed
FCA
578
FLC Capital Advisors
California
– -$354K -2,974 Closed
KWM
579
Kingsview Wealth Management
Oregon
– -$343K -2,877 Closed
BIM
580
Bridges Investment Management
Nebraska
– -$340K -2,851 Closed
CGA
581
Crescent Grove Advisors
Illinois
– -$314K -2,637 Closed
FA
582
FC Advisory
Pennsylvania
– -$307K -2,599 Closed
SCA
583
Snowden Capital Advisors
New York
– -$306K -2,568 Closed
JIC
584
JRM Investment Counsel
Nebraska
– -$302K -2,533 Closed
SMC
585
Smith, Moore & Co
Missouri
– -$292K -2,452 Closed
THWM
586
Taylor Hoffman Wealth Management
Virginia
– -$291K -2,443 Closed
WWM
587
Western Wealth Management
Colorado
– -$291K -2,443 Closed
FWM
588
Foresight Wealth Management
Utah
– -$291K -2,441 Closed
NF
589
Nikulski Financial
Iowa
– -$289K -2,433 Closed
ACM
590
Allred Capital Management
Texas
– -$285K -2,396 Closed
FHC
591
First Heartland Consultants
Missouri
– -$284K -2,383 Closed
TW
592
TrinityPoint Wealth
Connecticut
– -$272K -2,286 Closed
MCM
593
Maryland Capital Management
Maryland
– -$269K -2,260 Closed
F
594
F3Logic
Minnesota
– -$267K -2,240 Closed
WAG
595
Winthrop Advisory Group
Massachusetts
– -$264K -2,211 Closed
MC
596
Moors & Cabot
Massachusetts
– -$263K -2,211 Closed
IDA
597
Intelligence Driven Advisers
California
– -$259K -2,170 Closed
MJRIC
598
Mogy Joel R Investment Counsel
California
– -$257K -2,160 Closed
BWM
599
Buckley Wealth Management
Nevada
– -$247K -2,071 Closed
GSIS
600
Global Strategic Investment Solutions
Arizona
– -$241K -2,023 Closed
22 23
24
25 26