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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 %
Citigroup
176
Citigroup
New York
$1.32M +$14.2K +175 +1%
UCFA
177
United Capital Financial Advisors
Texas
$1.29M -$270K -3,325 -17%
BSB
178
Bangor Savings Bank
Maine
$1.27M +$163 +2 +0%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$1.23M +$97.1K +1,251 +9%
CS
180
Comerica Securities
Michigan
$1.23M +$190K +2,340 +18%
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$1.2M +$5.98K +104 +0.5%
IAA
182
Ironsides Asset Advisors
North Carolina
$1.2M -$990K -12,185 -45%
SEIA
183
Signature Estate & Investment Advisors
California
$1.2M -$258K -3,178 -18%
AIC
184
Ameritas Investment Company
Nebraska
$1.18M -$23.3K -286 -2%
WFA
185
Wellspring Financial Advisors
Ohio
$1.12M +$1.12M +13,793 New
IWM
186
IHT Wealth Management
Illinois
$1.12M -$58.6K -721 -5%
JFG
187
JMG Financial Group
Illinois
$1.11M – – –
AIFAIM
188
American Institute for Advanced Investment Management
Arizona
$1.11M -$545K -6,707 -33%
AIA
189
AIMZ Investment Advisors
California
$1.1M +$37.9K +466 +4%
NAMP
190
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.1M -$180K -2,214 -14%
PWM
191
Provident Wealth Management
Tennessee
$1.08M +$31.9K +392 +3%
B
192
Bridgeworth
Alabama
$1.08M +$162K +1,997 +18%
CBFP
193
Cedar Brook Financial Partners
Ohio
$1.07M +$3.5K +43 +0.3%
FIA
194
Foundations Investment Advisors
Arizona
$1.04M -$19M -246,818 -95%
ABC
195
Associated Banc-Corp
Wisconsin
$1.03M +$106K +1,309 +11%
BRWA
196
B. Riley Wealth Advisors
Florida
$1.03M +$893K +10,988 +649%
Goldman Sachs
197
Goldman Sachs
New York
$1.02M -$1.62M -19,998 -61%
ATC
198
Argent Trust Co
Tennessee
$1.02M -$344K -4,227 -25%
SCA
199
STALEY CAPITAL ADVISERS
Pennsylvania
$1M +$73.2K +900 +8%
AOWM
200
Alpha Omega Wealth Management
Virginia
$1M +$48.5K +596 +5%
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