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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 %
FAIM
126
Financial Advocates Investment Management
Washington
$2.52M +$82.9K +870 +3%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$2.51M +$334K +3,501 +15%
LC
128
Lubar & Co
Wisconsin
$2.51M – – –
SPC
129
Sigma Planning Corp
Michigan
$2.49M +$222K +2,331 +10%
IWS
130
Insight Wealth Strategies
California
$2.47M +$2.47M +25,874 New
UOTTAIMCU
131
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.45M – – –
LFS
132
Lutz Financial Services
Nebraska
$2.43M +$2.43M +25,528 New
APA
133
American Portfolios Advisors
New York
$2.41M +$345K +3,626 +17%
DADC
134
D.A. Davidson & Co
Montana
$2.41M +$15.5K +163 +0.6%
Mariner
135
Mariner
Kansas
$2.4M -$19.1K -201 -0.8%
NFG
136
Next Financial Group
Texas
$2.34M +$2.31M +24,265 +7,137%
CB
137
Commerce Bank
Missouri
$2.34M +$448K +4,699 +24%
RIA
138
Regal Investment Advisors
Michigan
$2.28M +$30.6K +321 +1%
Jane Street
139
Jane Street
New York
$2.24M +$2.24M +23,476 New
BOH
140
Bank of Hawaii
Hawaii
$2.19M +$1.45M +15,182 +194%
MAFM
141
Mid Atlantic Financial Management
Pennsylvania
$2.12M +$2.12M +22,255 New
WLIM
142
White Lighthouse Investment Management
Massachusetts
$2.11M +$64.1K +673 +3%
FAAS
143
First Allied Advisory Services
California
$2.08M +$64.7K +679 +3%
APSP
144
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.06M +$3.14K +33 +0.2%
BC
145
Burleson & Co
California
$2.06M +$164K +1,514 +9%
AF
146
Advisornet Financial
Minnesota
$2.05M -$417K -4,375 -17%
DE
147
Day & Ennis
Georgia
$2.02M +$106K +1,110 +6%
RFO
148
RiverGlades Family Offices
Florida
$2.02M +$2.02M +21,248 New
CI
149
CX Institutional
Indiana
$2.01M +$367K +3,854 +22%
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$2M -$22.6K -238 -1%
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6
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