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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.42%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

1
CL
Cabana LLC
Arkansas
$20.8M
2
FIA
Foundations Investment Advisors
Arizona
$18.2M
3
SB
Suntrust Banks
Georgia
$47M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$192M
5
Bank of America
Bank of America
North Carolina
$260M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
$90K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.41M
3
Stifel Financial
Stifel Financial
Missouri
$89.7M
4
RGI
River Global Investors
United Kingdom
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$830M – – –
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$310M +$3.97M +35,148 +1%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$297M +$5.68M +50,238 +2%
Morgan Stanley
4
Morgan Stanley
New York
$279M -$1.56M -13,831 -0.6%
TF
5
TIAA FSB
Florida
$272M +$5.52M +48,850 +2%
Bank of America
6
Bank of America
North Carolina
$260M +$9.53M +84,363 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$192M +$13.2M +116,460 +7%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$184M -$4.72M -41,884 -2%
Wells Fargo
9
Wells Fargo
California
$158M +$235K +2,076 +0.1%
UBS Group
10
UBS Group
Switzerland
$133M -$1.24M -10,940 -0.9%
Ameriprise
11
Ameriprise
Minnesota
$106M +$4.33M +38,351 +4%
Stifel Financial
12
Stifel Financial
Missouri
$89.7M -$15.7M -139,345 -15%
AssetMark Inc
13
AssetMark Inc
California
$87.2M +$3.53M +31,200 +4%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$70.5M -$1.62M -14,324 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$68.2M -$223K -1,972 -0.3%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$62.4M +$2.86M +25,336 +5%
LPL Financial
17
LPL Financial
California
$61.7M -$937K -8,295 -1%
WA
18
Waverly Advisors
Alabama
$61.1M +$2.75M +24,348 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$57.3M -$5.38M -47,648 -9%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$47.3M -$2.09M -18,469 -4%
SB
21
Suntrust Banks
Georgia
$47M +$17.5M +155,102 +60%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$46.2M +$580K +5,137 +1%
Creative Planning
23
Creative Planning
Kansas
$38.9M -$674K -5,962 -2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$37.6M +$1.67M +14,765 +5%
Axa
25
Axa
France
$34.8M -$1.49M -13,200 -4%
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