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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 %
AF
76
Allworth Financial
California
$4.94M +$4.89M +60,217 +10,053%
EWA
77
Exencial Wealth Advisors
Oklahoma
$4.85M -$26.8K -330 -0.5%
FAT
78
First American Trust
California
$4.82M -$264K -3,247 -5%
RRC
79
Relaxing Retirement Coach
Massachusetts
$4.67M -$3.27M -40,191 -41%
MFG
80
Magnus Financial Group
New York
$4.59M +$285K +3,512 +7%
CPIG
81
Chicago Partners Investment Group
Illinois
$4.54M +$414K +4,640 +10%
UB
82
UMB Bank
Missouri
$4.47M -$165K -2,027 -4%
PFA
83
Pure Financial Advisors
California
$4.46M -$1.41M -17,287 -24%
NFG
84
Next Financial Group
Texas
$4.46M +$560K +6,894 +14%
TYCC
85
Texas Yale Capital Corp
Florida
$4.42M +$998K +12,272 +29%
CTC
86
Central Trust Company
Missouri
$4.34M +$876K +10,773 +25%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$4.28M -$159K -1,952 -4%
ONB
88
Old National Bancorp
Indiana
$4.28M +$284K +3,493 +7%
GFPC
89
Global Financial Private Capital
Florida
$4.21M -$289K -3,549 -6%
EI
90
Ellevest Inc
New York
$4.2M +$950K +11,684 +29%
SWM
91
Southern Wealth Management
Texas
$4.02M -$4.45M -54,720 -53%
JFA
92
Johanson Financial Advisors
California
$3.79M -$468M -5,748,834 -99%
DC
93
Davenport & Co
Virginia
$3.79M +$406K +5,000 +12%
AA
94
Alesco Advisors
New York
$3.75M +$2.8M +34,387 +292%
Mariner
95
Mariner
Kansas
$3.75M +$485K +5,901 +15%
CB
96
Commerce Bank
Missouri
$3.72M +$195K +2,402 +6%
EWA
97
EP Wealth Advisors
California
$3.6M -$1.09M -13,441 -23%
WFM
98
Wolff Financial Management
Michigan
$3.59M +$445K +5,479 +14%
PMG
99
ProVise Management Group
Florida
$3.59M +$325 +4 +0%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$3.59M +$3M +36,899 +510%
2 3
4
5 6