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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 %
Betterment LLC
1
Betterment LLC
New York
$652M +$2.61M +27,447 +0.4%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$259M +$9.74M +102,237 +4%
Morgan Stanley
3
Morgan Stanley
New York
$243M +$1.53M +16,011 +0.6%
Bank of America
4
Bank of America
North Carolina
$240M +$32.7M +343,337 +16%
TF
5
TIAA FSB
Florida
$237M +$34.3M +360,047 +17%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$233M +$1.93M +20,300 +0.8%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$169M -$1.5M -15,926 -0.9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$149M +$137M +1,438,776 +1,160%
UBS Group
9
UBS Group
Switzerland
$131M +$16.3M +171,391 +14%
Wells Fargo
10
Wells Fargo
California
$127M -$85.4M -896,999 -40%
Ameriprise
11
Ameriprise
Minnesota
$87.2M +$3.28M +34,499 +4%
Stifel Financial
12
Stifel Financial
Missouri
$82.7M +$528K +5,546 +0.6%
Deutsche Bank
13
Deutsche Bank
Germany
$57.4M -$32.9K -345 -0.1%
LPL Financial
14
LPL Financial
California
$56.7M +$918K +9,639 +2%
AssetMark Inc
15
AssetMark Inc
California
$56.6M +$8.83M +92,699 +18%
WA
16
Waverly Advisors
Alabama
$46.7M -$6.81M -71,491 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$46.4M +$2.96M +31,071 +7%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$44.2M -$8.92M -93,593 -17%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$42.3M +$2.84M +29,803 +7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$36.8M +$2.87M +30,164 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$36.4M -$1.88M -19,715 -5%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$32.5M -$15.7M -164,999 -33%
Axa
23
Axa
France
$32.5M -$1.24M -13,000 -4%
SF
24
Summit Financial
New Jersey
$28M +$28M +293,871 New
Creative Planning
25
Creative Planning
Kansas
$28M +$503K +5,281 +2%
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