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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 %
MECA
201
Miller Equity Capital Advisors
Texas
$1.57M +$1.57M +13,164 New
AIA
202
AIMZ Investment Advisors
California
$1.56M +$67.2K +564 +4%
PA
203
PFG Advisors
Arizona
$1.56M -$15.2K -128 -1%
PWM
204
Provident Wealth Management
Tennessee
$1.54M +$1.54M +12,946 New
BFO
205
Biltmore Family Office
North Carolina
$1.54M – – –
PIMG
206
Patriot Investment Management Group
Tennessee
$1.53M +$23K +193 +2%
WT
207
Whittier Trust
California
$1.52M -$370K -3,108 -20%
CS
208
Comerica Securities
Michigan
$1.52M +$145K +1,219 +11%
CONA
209
Capital One National Association
New York
$1.49M +$1.49M +12,465 New
FHA
210
Flagship Harbor Advisors
Massachusetts
$1.47M +$973K +8,169 +195%
HFRG
211
Houlihan Financial Resource Group
Virginia
$1.45M +$1.45M +12,139 New
QWM
212
Quaker Wealth Management
New Jersey
$1.44M +$1.44M +12,111 New
KAH
213
Kathryn A. Hall
$1.43M – – –
PFA
214
Pathway Financial Advisors
Vermont
$1.42M -$152K -1,257 -10%
AA
215
Alesco Advisors
New York
$1.4M -$35.5K -298 -2%
AOWM
216
Alpha Omega Wealth Management
Virginia
$1.4M +$92.6K +777 +7%
ECAM
217
East Coast Asset Management
Massachusetts
$1.39M +$358 +3 +0%
NWM
218
Northwest Wealth Management
Iowa
$1.38M -$239K -2,002 -15%
CA
219
Cetera Advisors
Colorado
$1.37M -$107K -893 -7%
SCA
220
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M +$27.9K +234 +2%
ABC
221
Associated Banc-Corp
Wisconsin
$1.36M -$70.8K -594 -5%
WI
222
WrapManager Inc
California
$1.36M +$24.8K +208 +2%
B
223
Bridgeworth
Alabama
$1.35M -$40.2K -337 -3%
ST
224
Smithfield Trust
Pennsylvania
$1.34M -$17.6K -148 -1%
FI
225
FormulaFolio Investments
Michigan
$1.34M +$1.34M +11,224 New
7 8
9
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