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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

504 hedge funds and large institutions have $4.95B invested in Vanguard Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 206 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
10.96%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.65%
New
43
Increased
206
Reduced
162
Closed
38
Calls
$1.61M
Puts
$883K
Net Calls
+$730K
Net Calls Change
-$280K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$27.7M
2
TF
TIAA FSB
Florida
+$9.87M
3
AssetMark Inc
AssetMark Inc
California
+$9.3M
4
FAT
First American Trust
California
+$7.06M
5
GFPC
Global Financial Private Capital
Florida
+$6.46M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$42.1M
2
BTS
BB&T Securities
Virginia
-$7.94M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$6.44M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.18M
5
PCG
Private Capital Group
Connecticut
-$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$3.34M +$582K +5,229 +21%
NNP
127
Nachman Norwood & Parrott
South Carolina
$3.28M +$8.91K +80 +0.3%
SB
128
Simmons Bank
Arkansas
$3.17M +$9.24K +83 +0.3%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$3.09M -$541K -440 -15%
APA
130
American Portfolios Advisors
New York
$3.08M +$24.6K +221 +0.8%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$3.06M – – –
WFM
132
Wolff Financial Management
Michigan
$3.05M +$601K +5,401 +25%
SFM
133
Signet Financial Management
New Jersey
$3.03M -$76.6K -675 -2%
WLIM
134
White Lighthouse Investment Management
Massachusetts
$3.03M +$156K +1,399 +5%
IAA
135
Ironsides Asset Advisors
North Carolina
$3.01M – – –
DADC
136
D.A. Davidson & Co
Montana
$2.97M +$84.3K +757 +3%
UOTTAIMCU
137
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.95M +$85.4K +767 +3%
LC
138
Lubar & Co
Wisconsin
$2.94M – – –
SS
139
Simplicity Solutions
Minnesota
$2.93M +$1.94M +17,444 +196%
APP
140
Avantax Planning Partners
Iowa
$2.86M -$197K -1,747 -6%
LFS
141
Lutz Financial Services
Nebraska
$2.77M +$92.7K +833 +3%
RIA
142
Regal Investment Advisors
Michigan
$2.73M +$107K +962 +4%
FTS
143
Fifth Third Securities
Ohio
$2.7M +$2.7M +24,097 New
WIC
144
Whitegate Investment Counselors
New Hampshire
$2.66M -$41.3K -371 -2%
MFG
145
Magnus Financial Group
New York
$2.57M +$275K +2,466 +12%
MAFM
146
Mid Atlantic Financial Management
Pennsylvania
$2.57M +$65K +584 +3%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$2.52M +$135K +1,213 +6%
CI
148
CX Institutional
Indiana
$2.5M +$286K +2,572 +13%
FAAS
149
First Allied Advisory Services
California
$2.48M -$74.7K -671 -3%
EK
150
Evensky & Katz
Florida
$2.43M -$3.68K -33 -0.2%
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