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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 %
SS
101
Simplicity Solutions
Minnesota
$5.28M +$2M +16,741 +61%
PMG
102
ProVise Management Group
Florida
$5.26M +$119 +1 +0%
CB
103
Commerce Bank
Missouri
$5.16M +$220K +1,843 +4%
CTC
104
Central Trust Company
Missouri
$5.08M +$4.79M +40,186 +1,627%
TYCC
105
Texas Yale Capital Corp
Florida
$5.02M +$5.6K +47 +0.1%
Northern Trust
106
Northern Trust
Illinois
$5M +$216K +1,816 +5%
DC
107
Davenport & Co
Virginia
$4.96M +$379K +3,179 +8%
PAI
108
Pittenger & Anderson Inc
Nebraska
$4.84M -$5.96K -50 -0.1%
EI
109
Ellevest Inc
New York
$4.76M +$587K +4,925 +14%
FWP
110
FAS Wealth Partners
Kansas
$4.76M +$9.65K +81 +0.2%
Mariner
111
Mariner
Kansas
$4.74M +$645K +5,415 +16%
CG
112
Colony Group
Massachusetts
$4.71M +$139K +1,169 +3%
WFM
113
Wolff Financial Management
Michigan
$4.62M +$571K +4,793 +14%
FHA
114
First Horizon Advisors
Tennessee
$4.55M -$50.5K -424 -1%
SCM
115
SOL Capital Management
Maryland
$4.52M +$229K +1,925 +5%
FPIS
116
Financial Planning & Information Services
Wisconsin
$4.49M -$43K -361 -0.9%
TAM
117
Tocqueville Asset Management
New York
$4.4M -$179K -1,505 -4%
RWA
118
Redhawk Wealth Advisors
Minnesota
$4.3M +$4.3M +36,043 New
ECM
119
ETrade Capital Management
Virginia
$4.19M -$122K -1,027 -3%
GP
120
Girard Partners
Pennsylvania
$4.15M +$17.6K +148 +0.4%
HA
121
Hamel Associates
New Jersey
$4.14M -$24K -201 -0.6%
DADC
122
D.A. Davidson & Co
Montana
$4.12M -$1.74M -14,614 -30%
Kovitz Investment Group Partners
123
Kovitz Investment Group Partners
Illinois
$4.11M -$728K -6,111 -15%
TWA
124
Tillar-Wenstrup Advisors
Ohio
$4.07M +$27.7K +232 +0.7%
BC
125
Burleson & Co
California
$3.98M +$1.51M +12,498 +61%
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