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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$3.06M +$240K +2,220 +8%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$3.06M +$2.71M +19,267 +769%
SB
128
Simmons Bank
Arkansas
$3.06M -$19.8K -184 -0.6%
CWM
129
Cornerstone Wealth Management
Missouri
$3.05M -$13.4K -40 -0.4%
SFM
130
Signet Financial Management
New Jersey
$3.03M -$149K -1,348 -5%
APA
131
American Portfolios Advisors
New York
$2.96M +$229K +2,119 +8%
APP
132
Avantax Planning Partners
Iowa
$2.93M -$3.44M -31,898 -54%
IAA
133
Ironsides Asset Advisors
North Carolina
$2.91M -$7.98K -74 -0.3%
LC
134
Lubar & Co
Wisconsin
$2.84M – – –
IWS
135
Insight Wealth Strategies
California
$2.82M +$24.1K +223 +0.9%
DADC
136
D.A. Davidson & Co
Montana
$2.8M +$67.1K +622 +2%
WLIM
137
White Lighthouse Investment Management
Massachusetts
$2.78M +$395K +3,660 +17%
UOTTAIMCU
138
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.77M – – –
Mariner
139
Mariner
Kansas
$2.67M -$47.1K -437 -2%
FAIM
140
Financial Advocates Investment Management
Washington
$2.62M -$235K -2,183 -8%
WIC
141
Whitegate Investment Counselors
New Hampshire
$2.62M -$648K -6,009 -20%
LFS
142
Lutz Financial Services
Nebraska
$2.6M -$158K -1,463 -6%
RIA
143
Regal Investment Advisors
Michigan
$2.55M -$36.6K -339 -1%
FAAS
144
First Allied Advisory Services
California
$2.47M +$119K +1,105 +5%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$2.42M +$22.1K +205 +0.9%
WFM
146
Wolff Financial Management
Michigan
$2.37M +$623K +5,777 +36%
EK
147
Evensky & Katz
Florida
$2.36M +$2.36M +21,892 New
EI
148
Ellevest Inc
New York
$2.34M +$1.51M +32,077 +182%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$2.32M +$33.8K +312 +1%
APSP
150
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.29M -$50.9K -472 -2%
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