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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
+$20.4M
2
FIA
Foundations Investment Advisors
Arizona
+$17.5M
3
SB
Suntrust Banks
Georgia
+$17.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.2M
5
Bank of America
Bank of America
North Carolina
+$9.53M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
-$26M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$17.1M
3
Stifel Financial
Stifel Financial
Missouri
-$15.7M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
201
Alpha Omega Wealth Management
Virginia
$1.27M +$340K +2,920 +36%
CSM
202
CAMG Solamere Management
North Carolina
$1.27M -$42.9K -379 -3%
SCA
203
STALEY CAPITAL ADVISERS
Pennsylvania
$1.27M – – –
WI
204
WrapManager Inc
California
$1.26M +$17.8K +158 +1%
AIA
205
Angeles Investment Advisors
California
$1.23M – – –
BP
206
Ballentine Partners
Massachusetts
$1.21M -$1.7K -15 -0.1%
GC
207
Grimes & Company
Massachusetts
$1.2M -$9.72K -86 -0.8%
CCA
208
Checchi Capital Advisers
California
$1.19M +$501K +4,433 +73%
FCI
209
Financial Counselors Inc
Kansas
$1.17M -$21.5K -190 -2%
QCG
210
Quadrant Capital Group
Ohio
$1.17M – – –
EVM
211
Eaton Vance Management
Massachusetts
$1.14M +$226K +2,000 +25%
TNBTD
212
Trustmark National Bank Trust Department
Mississippi
$1.14M +$130K +1,151 +13%
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$1.13M -$3.59M -31,763 -76%
TIA
214
Tiemann Investment Advisors
California
$1.13M +$8.48K +75 +0.8%
CANC
215
Culbertson A N & Co
Virginia
$1.12M +$98.3K +870 +10%
OIA
216
Optimum Investment Advisors
Illinois
$1.11M +$22.6K +200 +2%
KWMG
217
King Wealth Management Group
Florida
$1.08M +$6.21K +55 +0.6%
AA
218
ALPS Advisors
Colorado
$1.06M -$66.1K -585 -6%
PSF
219
Pacific Sun Financial
California
$1.05M +$16.4K +145 +2%
NB
220
Nicolet Bankshares
Wisconsin
$1.03M +$1.03M +9,097 New
HCM
221
Howland Capital Management
Massachusetts
$1.02M – – –
GAM
222
Gemmer Asset Management
California
$1.02M – – –
CWM
223
Cornerstone Wealth Management
Missouri
$1.01M -$34.2K -303 -3%
WTFG
224
Wells Trecaso Financial Group
Ohio
$999K +$339 +3 +0%
DCM
225
Donaldson Capital Management
Indiana
$985K -$114K -1,009 -10%
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