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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 %
IA
601
Independence Advisors
Pennsylvania
$2K +$2K +17 New
TCWM
602
Total Clarity Wealth Management
Illinois
$2K +$2K +18 New
AF
603
Affiance Financial
Minnesota
$2K +$2K +20 New
MAM
604
Meeder Asset Management
Ohio
$1K – – –
RWG
605
Regal Wealth Group
California
$1K – – –
SSB
606
Sandy Spring Bank
Maryland
$1K – – –
GI
607
GS Investments
Minnesota
$552 +$552 +5 New
FCH
608
Freestone Capital Holdings
Washington
$493 -$5.08K -42,597 -91%
NDSI
609
Newman Dignan & Sheerar Inc
Rhode Island
$219 +$219 +1,839 New
Axa
610
Axa
France
– -$34.8M -308,100 Closed
S
611
Schroders
United Kingdom
– -$2.35M -20,790 Closed
HT
612
Heritage Trust
Oklahoma
– -$927K -8,206 Closed
Vanguard Group
613
Vanguard Group
Pennsylvania
– -$499K -4,415 Closed
VF
614
Virtu Financial
New York
– -$439K -3,888 Closed
UBS AM
615
UBS AM
Illinois
– -$423K -3,746 Closed
RCG
616
Ruggie Capital Group
Florida
– -$419K -3,710 Closed
PAS
617
Partnervest Advisory Services
California
– -$419K -3,710 Closed
RWA
618
Ropes Wealth Advisors
Massachusetts
– -$403K -3,570 Closed
M&T Bank
619
M&T Bank
New York
– -$370K -3,273 Closed
MSWMA
620
Market Street Wealth Management Advisors
Indiana
– -$283K -2,506 Closed
BCIM
621
Bishop & Co Investment Management
Pennsylvania
– -$265K -2,343 Closed
SL
622
Summitry LLC
California
– -$231K -2,043 Closed
PPA
623
Parametric Portfolio Associates
Washington
– -$227K -2,010 Closed
FTIOP
624
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$220K -1,944 Closed
VAS
625
Vestmark Advisory Solutions
Massachusetts
– -$204K -1,802 Closed
22 23 24
25
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