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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 %
Goldman Sachs
151
Goldman Sachs
New York
$1.96M -$1.46M -15,355 -43%
SEIA
152
Signature Estate & Investment Advisors
California
$1.95M -$77K -808 -4%
WP
153
WealthShield Partners
North Carolina
$1.93M -$16.9K -177 -0.9%
BF
154
BOK Financial
Oklahoma
$1.9M +$681K +7,147 +56%
ATC
155
Argent Trust Co
Tennessee
$1.89M +$95.2K +1,000 +5%
TAM
156
Tocqueville Asset Management
New York
$1.88M -$2.48M -26,065 -57%
MWM
157
MorganRosel Wealth Management
Colorado
$1.88M +$1.88M +19,757 New
DWA
158
Dougherty Wealth Advisers
Minnesota
$1.86M +$1.86M +17,702 New
IA
159
IFP Advisors
Florida
$1.83M +$432K +4,578 +31%
NAMP
160
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.81M -$205K -2,157 -10%
VFA
161
Voya Financial Advisors
Connecticut
$1.8M +$115K +1,219 +7%
MFG
162
Magnus Financial Group
New York
$1.78M +$1.78M +18,655 New
AB
163
Atlas Brown
Kentucky
$1.69M -$4.1K -43 -0.2%
EI
164
Ellevest Inc
New York
$1.67M +$1.67M +17,607 New
NFC
165
Northeast Financial Consultants
Connecticut
$1.64M +$687K +7,216 +72%
SWP
166
Stratos Wealth Partners
Ohio
$1.64M +$686K +7,199 +72%
CS
167
Comerica Securities
Michigan
$1.63M +$818K +8,585 +100%
Vanguard Group
168
Vanguard Group
Pennsylvania
$1.61M +$7.24K +76 +0.5%
WFM
169
Wolff Financial Management
Michigan
$1.55M +$1.55M +16,225 New
KCM
170
Kennedy Capital Management
Missouri
$1.55M +$1.55M +16,219 New
UCFA
171
United Capital Financial Advisors
Texas
$1.54M -$1.62K -17 -0.1%
BSB
172
Bangor Savings Bank
Maine
$1.54M +$208K +2,185 +16%
TA
173
TCG Advisors
Texas
$1.52M +$1.52M +15,952 New
NWM
174
Northwest Wealth Management
Iowa
$1.52M -$64.1K -673 -4%
HB
175
Homrich & Berg
Georgia
$1.51M -$966K -10,139 -39%
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