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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

504 hedge funds and large institutions have $4.95B invested in Vanguard Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 206 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
10.96%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.65%
New
43
Increased
206
Reduced
162
Closed
38
Calls
$1.61M
Puts
$883K
Net Calls
+$730K
Net Calls Change
-$280K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$27.7M
2
TF
TIAA FSB
Florida
+$9.87M
3
AssetMark Inc
AssetMark Inc
California
+$9.3M
4
FAT
First American Trust
California
+$7.06M
5
GFPC
Global Financial Private Capital
Florida
+$6.46M

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
-$42.1M
2
BTS
BB&T Securities
Virginia
-$7.94M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$6.44M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.18M
5
PCG
Private Capital Group
Connecticut
-$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$830M +$27.7M +248,750 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$301M +$2.5M +22,469 +0.8%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$287M +$5.61M +50,384 +2%
Morgan Stanley
4
Morgan Stanley
New York
$276M -$2.64M -23,688 -0.9%
TF
5
TIAA FSB
Florida
$262M +$9.87M +88,656 +4%
Bank of America
6
Bank of America
North Carolina
$246M +$763K +6,853 +0.3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$187M -$6.44M -57,854 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$177M +$648K +5,817 +0.4%
Wells Fargo
9
Wells Fargo
California
$156M +$4.18M +37,519 +3%
UBS Group
10
UBS Group
Switzerland
$132M +$4.45M +40,011 +3%
Stifel Financial
11
Stifel Financial
Missouri
$104M +$2.41M +21,714 +2%
Ameriprise
12
Ameriprise
Minnesota
$100M +$1.8M +16,150 +2%
AssetMark Inc
13
AssetMark Inc
California
$82.4M +$9.3M +83,536 +13%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$71.1M +$2.2M +19,732 +3%
Deutsche Bank
15
Deutsche Bank
Germany
$67.4M -$69K -620 -0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$61.8M +$6.35M +57,029 +11%
LPL Financial
17
LPL Financial
California
$61.7M -$1.9M -17,040 -3%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$58.7M +$1.66M +14,926 +3%
WA
19
Waverly Advisors
Alabama
$57.5M +$1.09M +9,782 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$48.6M -$608K -5,459 -1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$44.9M +$2.17M +19,521 +5%
Creative Planning
22
Creative Planning
Kansas
$39M +$5.97M +53,613 +18%
Axa
23
Axa
France
$35.8M -$2.16M -19,400 -6%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$35.4M -$6.18M -55,515 -15%
SF
25
Summit Financial
New Jersey
$33.4M +$721K +6,445 +2%
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