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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

542 hedge funds and large institutions have $3.98B invested in Vanguard Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-69
Holders Change %
-11.29%
% of All Funds
11.97%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.57%
New
54
Increased
209
Reduced
204
Closed
113
Calls
$837K
Puts
$388K
Net Calls
+$449K
Net Calls Change
-$395K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$65.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$26M
3
KF
Krilogy Financial
Missouri
+$18.3M
4
EWA
ERTS Wealth Advisors
Michigan
+$12.8M
5
AssetMark Inc
AssetMark Inc
California
+$12.1M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$468M
2
CL
Cabana LLC
Arkansas
-$35.2M
3
Betterment LLC
Betterment LLC
New York
-$22.8M
4
FIA
Foundations Investment Advisors
Arizona
-$19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
151
First Allied Advisory Services
California
$1.69M -$91.8K -1,129 -5%
HIA
152
Harbor Investment Advisory
Maryland
$1.65M +$395K +4,862 +31%
CAN
153
Cetera Advisor Networks
California
$1.62M +$67.8K +857 +4%
TCBWMS
154
Texas Capital Bank Wealth Management Services
Texas
$1.62M – – –
DE
155
Day & Ennis
Georgia
$1.57M -$17.4K -214 -1%
AF
156
Advisornet Financial
Minnesota
$1.57M +$192K +2,367 +14%
WP
157
WealthShield Partners
North Carolina
$1.57M -$56K -688 -3%
FAIM
158
Financial Advocates Investment Management
Washington
$1.56M +$878K +10,806 +129%
FUBT
159
First United Bank & Trust
Maryland
$1.56M +$367K +4,513 +31%
EDRIA
160
Edmonds Duncan Registered Investment Advisors
Kansas
$1.55M +$1.55M +19,032 New
MA
161
Mutual Advisors
Nebraska
$1.54M -$237K -2,922 -13%
HFRG
162
Houlihan Financial Resource Group
Virginia
$1.48M +$497K +6,117 +50%
HighTower Advisors
163
HighTower Advisors
Illinois
$1.45M -$48.6K -598 -3%
MWM
164
Maltin Wealth Management
New Jersey
$1.45M +$1.44M +17,746 +14,428%
AB
165
Atlas Brown
Kentucky
$1.44M +$13.8K +170 +1%
VFA
166
Voya Financial Advisors
Connecticut
$1.44M -$330K -3,961 -19%
BOH
167
Bank of Hawaii
Hawaii
$1.44M -$242K -2,973 -14%
NA
168
NewEdge Advisors
Louisiana
$1.41M +$116K +1,432 +9%
CAM
169
Cresset Asset Management
Illinois
$1.41M +$1.18M +14,493 +519%
BF
170
BOK Financial
Oklahoma
$1.38M -$114K -1,407 -8%
SFO
171
Stokes Family Office
Louisiana
$1.37M -$83K -1,021 -6%
FCI
172
Financial Counselors Inc
Kansas
$1.35M +$174K +2,137 +15%
NFC
173
Northeast Financial Consultants
Connecticut
$1.35M -$51.5K -633 -4%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$1.34M -$2.15M -2,580 Closed
ATPW
175
Ashton Thomas Private Wealth
Arizona
$1.34M +$126K +1,547 +10%
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7
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