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 %
EWP
626
Engrave Wealth Partners
Texas
– -$149K -1,255 Closed
MCWS
627
McKinley Carter Wealth Services
West Virginia
– -$129K -1,082 Closed
IFA
628
Interactive Financial Advisors
Illinois
– -$99K -827 Closed
PB
629
Pinnacle Bancorp
Nebraska
– -$94K -790 Closed
PA
630
PSI Advisors
Florida
– -$85K -718 Closed
BUB
631
BBVA USA Bancshares
Texas
– -$83K -699 Closed
Chevy Chase Trust
632
Chevy Chase Trust
Maryland
– -$83K -698 Closed
SWM
633
Selective Wealth Management
Virginia
– -$69K -576 Closed
SIAP
634
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$46K -388 Closed
TCM
635
TD Capital Management
Tennessee
– -$39K -326 Closed
ACM
636
Anfield Capital Management
California
– -$35K -288 Closed
PA
637
Procyon Advisors
Connecticut
– -$18K -155 Closed
KTM
638
Keeler Thomas Management
Utah
– -$896K -149 Closed
FPFS
639
First Personal Financial Services
North Carolina
– -$13K -113 Closed
LWA
640
Lenox Wealth Advisors
New York
– -$13K -110 Closed
FPS
641
Fieldpoint Private Securities
Connecticut
– -$10K -80 Closed
RIA
642
Realta Investment Advisors
Delaware
– -$8K -63 Closed
LWM
643
Liberty Wealth Management
California
– -$7K -62 Closed
AWM
644
Aberdeen Wealth Management
Illinois
– -$7K -60 Closed
PCA
645
Providence Capital Advisors
North Carolina
– -$5K -44 Closed
TVWM
646
Tower View Wealth Management
Wisconsin
– -$4K -36 Closed
TCWM
647
Total Clarity Wealth Management
Illinois
– -$2K -18 Closed
RMAM
648
Raab & Moskowitz Asset Management
New Jersey
– -$2K -17 Closed
IA
649
Independence Advisors
Pennsylvania
– -$2K -17 Closed
MAM
650
Meeder Asset Management
Ohio
– -$1K -12 Closed
23 24 25
26
27