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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 %
BIA
51
BHK Investment Advisors
Alabama
$10.3M +$843K +10,371 +9%
A
52
AdvicePeriod
California
$10.1M -$3.18M -39,169 -24%
SFG
53
Sage Financial Group
Pennsylvania
$8.96M -$1.04M -12,766 -10%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$8.38M +$286K +3,517 +4%
NYLIM
55
New York Life Investment Management
New York
$8.2M +$8.01M +98,474 +4,073%
KL
56
KWMG LLC
Kansas
$8.09M +$70.8K +871 +0.9%
SWM
57
SVA Wealth Management
Wisconsin
$7.81M +$715K +8,790 +10%
SWM
58
Shakespeare Wealth Management
Wisconsin
$7.27M +$1.19M +14,629 +20%
DC
59
Derby & Company
Massachusetts
$7.05M +$318K +3,911 +5%
SL
60
Systelligence LLC
Minnesota
$6.98M +$6.98M +85,908 New
BWM
61
Brickley Wealth Management
California
$6.86M -$11K -135 -0.2%
MGIA
62
Moneta Group Investment Advisors
Missouri
$6.7M +$806K +9,920 +14%
TWP
63
Total Wealth Planning
Ohio
$6.53M +$2.72M +33,417 +71%
LNB
64
Ledyard National Bank
$6.38M -$274K -3,365 -4%
SFG
65
SNS Financial Group
Minnesota
$6.34M -$985K -12,113 -13%
WF
66
WoodTrust Financial
Wisconsin
$6.27M -$572K -7,041 -8%
AMG
67
Asset Management Group
Connecticut
$6.26M +$485K +5,967 +8%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$6.16M -$1.03M -12,699 -14%
CWM
69
Cranbrook Wealth Management
Michigan
$6.15M -$189K -2,321 -3%
RC
70
Rovin Capital
Arizona
$5.93M +$5.93M +65,567 New
REMPR
71
Roof Eidam Maycock Peralta (REMP)
California
$5.85M -$34.5K -425 -0.6%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$5.82M +$1.18M +14,534 +25%
HCMT
73
Highland Capital Management (Tennessee)
Tennessee
$5.63M -$201K -2,478 -3%
BCA
74
Biltmore Capital Advisors
New Jersey
$5.41M +$202K +2,486 +4%
LIM
75
Leavell Investment Management
Alabama
$5.06M +$152K +1,873 +3%
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