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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 %
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$2.85M +$52K +436 +2%
PFO
152
Pathstone Family Office
New Jersey
$2.75M – – –
MA
153
Mutual Advisors
Nebraska
$2.61M +$1.83M +15,322 +233%
FAAS
154
First Allied Advisory Services
California
$2.6M -$31.4K -265 -1%
VFA
155
Voya Financial Advisors
Connecticut
$2.52M +$12.8K +108 +0.5%
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.51M -$27.2K -226 -1%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$2.49M +$5.37K +45 +0.2%
BWA
158
BDO Wealth Advisors
Florida
$2.47M +$1.55M +13,037 +170%
BOH
159
Bank of Hawaii
Hawaii
$2.47M -$6.56K -55 -0.3%
AIFAIM
160
American Institute for Advanced Investment Management
Arizona
$2.42M +$2.42M +20,329 New
DWA
161
Dougherty Wealth Advisers
Minnesota
$2.41M +$31.2K +262 +1%
WP
162
WealthShield Partners
North Carolina
$2.37M +$7.15K +60 +0.3%
MFW
163
Mosaic Family Wealth
Missouri
$2.37M -$61.3K -514 -3%
TCBWMS
164
Texas Capital Bank Wealth Management Services
Texas
$2.37M +$2.37M +19,871 New
CAN
165
Cetera Advisor Networks
California
$2.34M +$319K +2,670 +16%
DE
166
Day & Ennis
Georgia
$2.33M -$73.6K -618 -3%
TPCW
167
TD Private Client Wealth
New York
$2.29M +$2.29M +19,219 New
UCFA
168
United Capital Financial Advisors
Texas
$2.28M -$164K -1,376 -7%
MWM
169
MorganRosel Wealth Management
Colorado
$2.25M +$12.5K +105 +0.6%
HighTower Advisors
170
HighTower Advisors
Illinois
$2.2M +$232K +1,949 +12%
BF
171
BOK Financial
Oklahoma
$2.19M -$221K -1,853 -9%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$2.16M +$1.37M +11,491 +173%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$2.15M -$15.8K -19 -0.7%
SEIA
174
Signature Estate & Investment Advisors
California
$2.14M -$132K -1,109 -6%
SFO
175
Stokes Family Office
Louisiana
$2.11M +$2.11M +17,829 New
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