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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+10
Holders Change %
+2.02%
% of All Funds
10.97%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
66
Increased
159
Reduced
178
Closed
50
Calls
$1.76M
Puts
$748K
Net Calls
+$1.01M
Net Calls Change
-$566K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$38.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
+$30M
3
SCA
Spearhead Capital Advisors
Florida
+$12.1M
4
RGI
River Global Investors
United Kingdom
+$11.8M
5
LNC
Lincoln National Corp
Pennsylvania
+$11.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$34.3M
2
UBS Group
UBS Group
Switzerland
-$25M
3
TF
TIAA FSB
Florida
-$23.8M
4
NYLIM
New York Life Investment Management
New York
-$18.3M
5
SGAM
Stephens Group Asset Management
Arkansas
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$777M +$38.7M +358,571 +5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$290M -$3.45M -31,975 -1%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$273M +$9.44M +87,479 +4%
Morgan Stanley
4
Morgan Stanley
New York
$270M -$5.56M -51,512 -2%
TF
5
TIAA FSB
Florida
$245M -$23.8M -220,264 -9%
Bank of America
6
Bank of America
North Carolina
$238M -$34.3M -317,952 -13%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$187M -$5.6M -51,892 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$170M +$1.89M +17,532 +1%
Wells Fargo
9
Wells Fargo
California
$147M +$2.6M +24,088 +2%
UBS Group
10
UBS Group
Switzerland
$124M -$25M -231,804 -17%
Stifel Financial
11
Stifel Financial
Missouri
$98.6M +$4.81M +44,507 +5%
Ameriprise
12
Ameriprise
Minnesota
$95.6M -$3.45M -32,010 -3%
AssetMark Inc
13
AssetMark Inc
California
$70.8M +$6.75M +62,610 +11%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$66.7M +$30M +277,675 +81%
Deutsche Bank
15
Deutsche Bank
Germany
$65.4M +$339K +3,139 +0.5%
LPL Financial
16
LPL Financial
California
$61.6M -$2.64M -24,442 -4%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$55.3M +$5.2M +48,158 +10%
WA
18
Waverly Advisors
Alabama
$54.6M +$1.8M +16,660 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$53.7M +$1.17M +10,820 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$47.7M -$189K -1,750 -0.4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$41.4M -$265K -2,453 -0.6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$40.3M -$977K -9,052 -2%
Axa
23
Axa
France
$36.8M – – –
Creative Planning
24
Creative Planning
Kansas
$32M +$387K +3,591 +1%
SF
25
Summit Financial
New Jersey
$31.7M -$190K -1,751 -0.6%
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