VOE icon

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 %
KAH
201
Kathryn A. Hall
$975K – – –
FHA
202
Flagship Harbor Advisors
Massachusetts
$967K -$37.1K -457 -4%
COF
203
Capital One Financial
Virginia
$953K +$953K +11,728 New
WT
204
Whittier Trust
California
$942K -$97.4K -1,198 -9%
GBT
205
Grove Bank & Trust
Florida
$931K -$231K -2,848 -20%
Kovitz Investment Group Partners
206
Kovitz Investment Group Partners
Illinois
$906K -$1.9M -23,335 -68%
PFA
207
Pathway Financial Advisors
Vermont
$888K – – –
ST
208
Smithfield Trust
Pennsylvania
$883K -$32.2K -396 -4%
CA
209
Cetera Advisors
Colorado
$880K -$46.7K -579 -5%
EVM
210
Eaton Vance Management
Massachusetts
$874K -$16.3K -200 -2%
BP
211
Ballentine Partners
Massachusetts
$871K – – –
GC
212
Grimes & Company
Massachusetts
$869K +$3.25K +40 +0.4%
PFM
213
Phillips Financial Management
Indiana
$858K +$858K +11,164 New
BFO
214
Biltmore Family Office
North Carolina
$856K -$191K -2,352 -18%
PBF
215
Petix & Botte Financial
California
$836K -$41.5K -510 -5%
3F
216
360 Financial
Minnesota
$833K -$8.29K -102 -1%
PA
217
PFG Advisors
Arizona
$826K -$319K -3,671 -28%
RJT
218
Raymond James Trust
Florida
$825K +$607K +7,468 +278%
CSM
219
CAMG Solamere Management
North Carolina
$823K -$69K -852 -8%
PSF
220
Pacific Sun Financial
California
$821K +$63K +775 +8%
OWM
221
Opes Wealth Management
California
$821K +$138K +1,697 +20%
QCG
222
Quadrant Capital Group
Ohio
$809K -$33K -407 -4%
CANC
223
Culbertson A N & Co
Virginia
$807K +$19.4K +239 +2%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$804K -$670K -8,243 -45%
SF
225
Synovus Financial
Georgia
$801K +$656K +8,115 +452%
7 8
9
10 11