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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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$14M +$13.4M +112,676 +2,170%
BIA
52
BHK Investment Advisors
Alabama
$13.9M +$2.33M +19,578 +20%
SP
53
Symmetry Partners
Connecticut
$13.1M -$791 -7 -0%
SWM
54
Southern Wealth Management
Texas
$12.4M +$12.4M +104,202 New
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$11.9M -$83.1K -697 -0.7%
KL
56
KWMG LLC
Kansas
$11.8M +$659K +5,530 +6%
RRC
57
Relaxing Retirement Coach
Massachusetts
$11.6M -$91.5K -768 -0.8%
SCA
58
Spearhead Capital Advisors
Florida
$11.5M +$154K +1,294 +1%
AG
59
Advisor Group
Arizona
$11.4M -$878K -7,365 -7%
QCM
60
Quest Capital Management
Texas
$10.9M -$394K -3,308 -3%
SFG
61
SNS Financial Group
Minnesota
$10.7M +$498K +4,177 +5%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$10.5M +$139K +1,163 +1%
SWM
63
SVA Wealth Management
Wisconsin
$10.4M -$95.8K -804 -0.9%
BWM
64
Brickley Wealth Management
California
$10.1M +$17K +143 +0.2%
WF
65
WoodTrust Financial
Wisconsin
$10M +$163K +1,367 +2%
DC
66
Derby & Company
Massachusetts
$9.87M +$192K +1,608 +2%
LNB
67
Ledyard National Bank
$9.76M +$79K +663 +0.8%
CWM
68
Cranbrook Wealth Management
Michigan
$9.3M -$59.5K -499 -0.6%
SWM
69
Shakespeare Wealth Management
Wisconsin
$8.92M +$114K +960 +1%
MGIA
70
Moneta Group Investment Advisors
Missouri
$8.63M +$108K +908 +1%
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$8.63M +$160K +1,345 +2%
PFA
72
Pure Financial Advisors
California
$8.6M -$171K -1,436 -2%
HCMT
73
Highland Capital Management (Tennessee)
Tennessee
$8.54M +$83K +696 +1%
AMG
74
Asset Management Group
Connecticut
$8.46M +$436K +3,659 +5%
MCM
75
Manchester Capital Management
Vermont
$8.23M -$947K -7,946 -10%
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