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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 %
BAS
601
Brown Advisory Securities
Maryland
– -$239K -2,000 Closed
SA
602
Strategic Advisors
New York
– -$235K -1,975 Closed
LFAS
603
Level Four Advisory Services
Texas
– -$235K -1,953 Closed
BWM
604
Benchmark Wealth Management
Connecticut
– -$232K -1,946 Closed
SCM
605
Southport Capital Management
Tennessee
– -$231K -1,938 Closed
YWP
606
YorkBridge Wealth Partners
New York
– -$228K -1,912 Closed
BRWM
607
B. Riley Wealth Management
Tennessee
– -$225K -1,887 Closed
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
– -$223K -1,881 Closed
EAM
609
Evanson Asset Management
California
– -$221K -1,855 Closed
MOS
610
MGO One Seven
Ohio
– -$220K -1,854 Closed
NDSI
611
Newman Dignan & Sheerar Inc
Rhode Island
– -$219 -1,839 Closed
BAM
612
Berkshire Asset Management
Pennsylvania
– -$216K -1,809 Closed
CAMG
613
CWA Asset Management Group
Florida
– -$216K -1,809 Closed
VDFA
614
Vickerman & Driscoll Financial Advisors
Washington
– -$215K -1,807 Closed
LNWWM
615
Laird Norton Wetherby Wealth Management
California
– -$211K -1,769 Closed
GLA
616
Good Life Advisors
Pennsylvania
– -$206K -1,749 Closed
AWA
617
Acorn Wealth Advisors
Michigan
– -$205K -1,738 Closed
AFP
618
Ausdal Financial Partners
Iowa
– -$206K -1,731 Closed
BBA
619
BLB&B Advisors
Pennsylvania
– -$206K -1,725 Closed
IFWM
620
Institute for Wealth Management
Colorado
– -$203K -1,700 Closed
BAM
621
Belpointe Asset Management
Nevada
– -$191K -1,604 Closed
TA
622
TFG Advisers
Michigan
– -$189K -1,586 Closed
LWA
623
LWS Wealth Advisors
New Jersey
– -$167K -1,405 Closed
VCM
624
Vigilant Capital Management
Maine
– -$162K -1,355 Closed
LPWM
625
Lake Point Wealth Management
Texas
– -$153K -1,280 Closed
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