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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 %
FPIS
76
Financial Planning & Information Services
Wisconsin
$6.42M -$1.6M -16,766 -20%
WF
77
WoodTrust Financial
Wisconsin
$6.37M -$365K -3,833 -5%
SWM
78
Shakespeare Wealth Management
Wisconsin
$6.33M -$1.13M -11,902 -15%
PI
79
PHH Investments
Texas
$6.2M -$1M -10,521 -14%
MGIA
80
Moneta Group Investment Advisors
Missouri
$6.17M +$111K +1,164 +2%
AMG
81
Asset Management Group
Connecticut
$6.02M +$284K +2,985 +5%
ONB
82
Old National Bancorp
Indiana
$5.78M +$53.4K +561 +0.9%
APP
83
Avantax Planning Partners
Iowa
$5.63M +$5.59M +58,733 +16,877%
EWA
84
Exencial Wealth Advisors
Oklahoma
$5.62M -$103K -1,085 -2%
NCMW
85
Northern Capital Management (Wisconsin)
Wisconsin
$5.2M +$920K +9,660 +21%
HCMT
86
Highland Capital Management (Tennessee)
Tennessee
$5.17M +$278K +2,915 +6%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$5.05M -$1.29M -13,564 -20%
JFA
88
JNBA Financial Advisors
Minnesota
$4.97M +$4.56M +47,843 +1,104%
GWA
89
Guidant Wealth Advisors
Illinois
$4.91M -$5.08M -53,336 -51%
US Bancorp
90
US Bancorp
Minnesota
$4.88M +$522K +5,477 +12%
CA
91
Cornerstone Advisory
Maryland
$4.77M -$1.25M -13,093 -21%
TWP
92
Total Wealth Planning
Ohio
$4.71M +$4.71M +49,476 New
CPIG
93
Chicago Partners Investment Group
Illinois
$4.56M -$163K -1,631 -3%
SFI
94
SPC Financial Inc
Maryland
$4.46M +$38.6K +405 +0.9%
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
$4.38M +$57.1K +599 +1%
JFA
96
Johanson Financial Advisors
California
$4.23M -$746K -7,844 -15%
Northern Trust
97
Northern Trust
Illinois
$4.23M -$42.7K -448 -1%
PMG
98
ProVise Management Group
Florida
$4.21M +$335K +3,520 +9%
JFGIW
99
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.16M +$1.22M +12,844 +42%
LIM
100
Leavell Investment Management
Alabama
$4.11M +$52.4K +550 +1%
2 3
4
5 6