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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 %
JIC
176
JRM Investment Counsel
Nebraska
$1.51M -$158K -1,660 -9%
WT
177
Whittier Trust
California
$1.51M +$226K +2,375 +18%
DCM
178
Donaldson Capital Management
Indiana
$1.47M -$52.6K -552 -3%
TW
179
TrinityPoint Wealth
Connecticut
$1.45M +$1.45M +15,256 New
PD
180
Planning Directions
Pennsylvania
$1.42M -$28.9K -303 -2%
NI
181
Nuance Investments
Missouri
$1.42M +$1.42M +14,849 New
FUBT
182
First United Bank & Trust
Maryland
$1.41M +$92.5K +971 +7%
CA
183
Cetera Advisors
Colorado
$1.33M -$113K -1,182 -8%
GVAG
184
Great Valley Advisor Group
Delaware
$1.32M +$1.32M +13,424 New
AIA
185
AIMZ Investment Advisors
California
$1.3M -$66.3K -696 -5%
CPO
186
Cerity Partners OCIO
New York
$1.29M +$978K +10,273 +314%
HFS
187
HL Financial Services
Kentucky
$1.27M +$595K +6,246 +88%
PFA
188
Pathway Financial Advisors
Vermont
$1.24M -$15.2K -160 -1%
PA
189
PFG Advisors
Arizona
$1.23M -$18.2K -170 -1%
JFG
190
JMG Financial Group
Illinois
$1.22M -$42.6K -447 -3%
LHC
191
Little House Capital
Massachusetts
$1.2M +$1.2M +12,598 New
GBT
192
Grove Bank & Trust
Florida
$1.18M +$8.86K +93 +0.8%
Cerity Partners
193
Cerity Partners
New York
$1.17M +$841K +8,828 +253%
KCM
194
Kendall Capital Management
Maryland
$1.17M -$3.39M -35,621 -74%
CSM
195
CAMG Solamere Management
North Carolina
$1.16M +$578K +6,046 +100%
ECAM
196
East Coast Asset Management
Massachusetts
$1.14M -$76.3K -801 -6%
ST
197
Smithfield Trust
Pennsylvania
$1.14M -$223K -2,339 -16%
AA
198
Alesco Advisors
New York
$1.13M +$1.13M +11,896 New
OIA
199
Optimum Investment Advisors
Illinois
$1.12M -$162K -1,706 -13%
BFO
200
Biltmore Family Office
North Carolina
$1.12M -$162K -1,700 -13%
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