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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$20.4M
2
FIA
Foundations Investment Advisors
Arizona
+$17.5M
3
SB
Suntrust Banks
Georgia
+$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$9.53M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
-$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17.1M
3
Stifel Financial
Stifel Financial
Missouri
-$15.7M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
126
American Portfolios Advisors
New York
$3.4M +$269K +2,384 +9%
NNP
127
Nachman Norwood & Parrott
South Carolina
$3.29M -$47K -416 -1%
WLIM
128
White Lighthouse Investment Management
Massachusetts
$3.21M +$134K +1,186 +4%
Cerity Partners
129
Cerity Partners
New York
$3.19M +$919K +8,134 +41%
SB
130
Simmons Bank
Arkansas
$3.15M -$60.4K -534 -2%
MRC
131
Millburn Ridgefield Corp
New York
$3.12M -$1.06M -9,412 -25%
SS
132
Simplicity Solutions
Minnesota
$3.11M +$134K +1,182 +4%
LFS
133
Lutz Financial Services
Nebraska
$3.11M +$296K +2,621 +11%
QCM
134
Quadrant Capital Management
New Jersey
$3.1M +$637K +5,635 +26%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$3.06M – – –
IAA
136
Ironsides Asset Advisors
North Carolina
$3.05M – – –
SFM
137
Signet Financial Management
New Jersey
$2.99M -$104K -900 -3%
LC
138
Lubar & Co
Wisconsin
$2.98M – – –
NAS
139
Nicolet Advisory Services
Wisconsin
$2.97M +$2.63M +23,286 +774%
RIA
140
Regal Investment Advisors
Michigan
$2.9M +$125K +1,105 +5%
CI
141
CX Institutional
Indiana
$2.89M +$355K +3,143 +14%
APP
142
Avantax Planning Partners
Iowa
$2.82M -$57.3K -507 -2%
WIC
143
Whitegate Investment Counselors
New Hampshire
$2.73M +$28.1K +249 +1%
MFG
144
Magnus Financial Group
New York
$2.72M +$115K +1,020 +4%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$2.65M +$45.1K +399 +2%
FAAS
146
First Allied Advisory Services
California
$2.51M -$6.09K -54 -0.2%
EK
147
Evensky & Katz
Florida
$2.49M +$15.5K +137 +0.6%
PAS
148
Park Avenue Securities
New York
$2.45M +$2.45M +21,691 New
APSP
149
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.39M -$6.78K -60 -0.3%
VFA
150
Voya Financial Advisors
Connecticut
$2.39M +$44.5K +395 +2%
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