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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 %
CA
126
Cornerstone Advisory
Maryland
$3.92M -$1.09M -9,130 -22%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.9M -$86.2K -723 -2%
Goldman Sachs
128
Goldman Sachs
New York
$3.88M +$78.1K +655 +2%
BDF
129
Black Diamond Financial
Maryland
$3.84M -$325K -2,723 -8%
Jane Street
130
Jane Street
New York
$3.68M -$1.68M -14,099 -31%
CG
131
Caprock Group
Idaho
$3.62M -$27.3K -229 -0.7%
Cerity Partners
132
Cerity Partners
New York
$3.59M +$225K +1,886 +7%
IFS
133
Ifrah Financial Services
Arkansas
$3.57M -$50.4K -423 -1%
SPC
134
Sigma Planning Corp
Michigan
$3.54M -$177K -1,488 -5%
PAS
135
Park Avenue Securities
New York
$3.52M +$935K +7,842 +36%
QCM
136
Quadrant Capital Management
New Jersey
$3.49M +$217K +1,820 +7%
WLIM
137
White Lighthouse Investment Management
Massachusetts
$3.42M +$35.9K +301 +1%
NNP
138
Nachman Norwood & Parrott
South Carolina
$3.35M -$116K -970 -3%
SB
139
Simmons Bank
Arkansas
$3.32M -$834 -7 -0%
MRC
140
Millburn Ridgefield Corp
New York
$3.31M +$23.4K +196 +0.7%
LFS
141
Lutz Financial Services
Nebraska
$3.3M +$15.1K +127 +0.5%
IAA
142
Ironsides Asset Advisors
North Carolina
$3.22M – – –
RIA
143
Regal Investment Advisors
Michigan
$3.17M +$108K +907 +4%
LC
144
Lubar & Co
Wisconsin
$3.14M – – –
KFA
145
Kays Financial Advisory
Georgia
$3.12M -$843K -7,070 -21%
SFM
146
Signet Financial Management
New Jersey
$3.08M -$1.19K -10 -0%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$3.06M – – –
APP
148
Avantax Planning Partners
Iowa
$2.97M +$2.27K +19 +0.1%
CI
149
CX Institutional
Indiana
$2.96M -$90.4K -758 -3%
WIC
150
Whitegate Investment Counselors
New Hampshire
$2.9M +$23.1K +194 +0.8%
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