VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

496 hedge funds and large institutions have $4.21B invested in Vanguard Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 168 increasing their positions, 147 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+53
Holders Change %
+11.96%
% of All Funds
11.07%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
0.74%
New
107
Increased
168
Reduced
147
Closed
46
Calls
$1.86M
Puts
$282K
Net Calls
+$1.58M
Net Calls Change
+$429K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$137M
2
TF
TIAA FSB
Florida
+$34.3M
3
Bank of America
Bank of America
North Carolina
+$32.7M
4
JCM
Jacobi Capital Management
Pennsylvania
+$22.4M
5
UBS Group
UBS Group
Switzerland
+$16.3M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$106M
2
Wells Fargo
Wells Fargo
California
-$85.4M
3
FIA
Foundations Investment Advisors
Arizona
-$30.4M
4
CL
Cabana LLC
Arkansas
-$30.1M
5
MMEA
Main Management ETF Advisors
California
-$18.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
51
Bragg Financial Advisors
North Carolina
$10.6M +$963K +10,110 +10%
PAG
52
Private Advisor Group
New Jersey
$10.5M +$2.37M +23,662 +29%
RWP
53
RWA Wealth Partners
Massachusetts
$10.2M +$2.13M +22,322 +26%
MA
54
MUFG Americas
New York
$10.1M +$1.83M +19,245 +22%
AWM
55
Avior Wealth Management
Nebraska
$9.84M -$570K -5,983 -5%
RRC
56
Relaxing Retirement Coach
Massachusetts
$9.81M -$64.9K -682 -0.7%
AG
57
Advisor Group
Arizona
$9.76M +$2.39M +25,059 +32%
LNC
58
Lincoln National Corp
Pennsylvania
$9.65M +$568K +5,965 +6%
SP
59
Symmetry Partners
Connecticut
$9.53M +$963K +10,114 +11%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$9.42M +$7.26M +76,191 +336%
QCM
61
Quest Capital Management
Texas
$9.28M +$9.28M +97,436 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$9.21M -$152K -1,597 -2%
SWM
63
SVA Wealth Management
Wisconsin
$8.93M -$140K -1,469 -2%
BIA
64
BHK Investment Advisors
Alabama
$8.64M +$443K +4,649 +5%
BWM
65
Brickley Wealth Management
California
$8.59M -$308K -3,235 -3%
LNB
66
Ledyard National Bank
$8.26M -$212K -2,222 -2%
CWM
67
Cranbrook Wealth Management
Michigan
$8.18M -$310K -3,252 -4%
KL
68
KWMG LLC
Kansas
$7.79M +$393K +4,125 +5%
REMPR
69
Roof Eidam Maycock Peralta (REMP)
California
$7.43M -$1.33M -13,925 -15%
PFA
70
Pure Financial Advisors
California
$7.42M +$398K +4,181 +6%
SFG
71
SNS Financial Group
Minnesota
$7.24M -$4.38K -46 -0.1%
DC
72
Derby & Company
Massachusetts
$7.21M +$343K +3,596 +5%
SHCM
73
Stokes & Hubbell Capital Management
Louisiana
$6.7M -$149K -1,564 -2%
KFA
74
Kays Financial Advisory
Georgia
$6.69M -$113K -1,191 -2%
MCM
75
Manchester Capital Management
Vermont
$6.61M +$12.2K +110 +0.2%
1 2
3
4 5