VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

611 hedge funds and large institutions have $5.8B invested in Vanguard Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 236 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
+91
Holders Change %
+17.5%
% of All Funds
12.07%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.63%
New
125
Increased
236
Reduced
153
Closed
30
Calls
$846K
Puts
$2K
Net Calls
+$844K
Net Calls Change
-$2.15M

Top Buyers

1
SGAM
Stephens Group Asset Management
Arkansas
$87.7M
2
Betterment LLC
Betterment LLC
New York
$951M
3
Truist Financial
Truist Financial
North Carolina
$61.8M
4
JFA
Johanson Financial Advisors
California
$48.6M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$229M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$389K
2
KTM
Keeler Thomas Management
Utah
$896K
3
Axa
Axa
France
$0
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$5.35M
5
SF
Summit Financial
New Jersey
$34.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$951M +$62.4M +523,937 +7%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$327M +$276K +2,318 +0.1%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$315M +$2.07M +17,373 +0.7%
TF
4
TIAA FSB
Florida
$295M +$8.13M +68,177 +3%
Morgan Stanley
5
Morgan Stanley
New York
$293M -$1.38M -11,600 -0.5%
Bank of America
6
Bank of America
North Carolina
$289M +$14.8M +123,973 +5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$229M +$34M +285,468 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$213M +$10.5M +88,424 +5%
Wells Fargo
9
Wells Fargo
California
$171M +$4.61M +38,688 +3%
UBS Group
10
UBS Group
Switzerland
$147M +$7.07M +59,331 +5%
Ameriprise
11
Ameriprise
Minnesota
$130M +$17.9M +149,990 +16%
AssetMark Inc
12
AssetMark Inc
California
$104M +$12.3M +103,243 +13%
Stifel Financial
13
Stifel Financial
Missouri
$97.6M +$2.8M +23,456 +3%
SGAM
14
Stephens Group Asset Management
Arkansas
$87.7M +$87.7M +736,168 New
Natixis Advisors
15
Natixis Advisors
Massachusetts
$73.5M -$875K -7,342 -1%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$70.6M +$4.72M +39,584 +7%
WA
17
Waverly Advisors
Alabama
$66.1M +$808K +6,694 +1%
LPL Financial
18
LPL Financial
California
$65.5M +$482K +4,047 +0.7%
Truist Financial
19
Truist Financial
North Carolina
$61.8M +$61.4M +514,985 +13,919%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$61M +$530K +4,445 +0.9%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$49.7M -$123K -1,032 -0.2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$49.2M +$472K +3,957 +1%
JFA
23
Johanson Financial Advisors
California
$48.6M +$48.2M +5,746,543 +11,752%
MIS
24
Morningstar Investment Services
Illinois
$47M +$19.7M +165,624 +72%
EH
25
Equitable Holdings
New York
$45.1M +$45.1M +378,284 New
1
2 3 4 5