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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

542 hedge funds and large institutions have $3.98B invested in Vanguard Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
542
Holders Change
-69
Holders Change %
-11.29%
% of All Funds
11.97%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.57%
New
54
Increased
209
Reduced
204
Closed
113
Calls
$837K
Puts
$388K
Net Calls
+$449K
Net Calls Change
-$395K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$65.5M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$26M
3
KF
Krilogy Financial
Missouri
+$18.3M
4
EWA
ERTS Wealth Advisors
Michigan
+$12.8M
5
AssetMark Inc
AssetMark Inc
California
+$12.1M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$468M
2
CL
Cabana LLC
Arkansas
-$35.2M
3
Betterment LLC
Betterment LLC
New York
-$22.8M
4
FIA
Foundations Investment Advisors
Arizona
-$19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$626M -$22.8M -279,940 -4%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$226M +$11.3M +138,400 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M -$11.2M -137,450 -5%
Morgan Stanley
4
Morgan Stanley
New York
$209M +$9.34M +114,864 +5%
TF
5
TIAA FSB
Florida
$208M +$6.47M +79,605 +3%
Bank of America
6
Bank of America
North Carolina
$183M -$14.1M -173,193 -7%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$183M +$26M +319,680 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$144M -$2.09M -25,721 -1%
Wells Fargo
9
Wells Fargo
California
$118M +$978K +12,029 +0.8%
Natixis Advisors
10
Natixis Advisors
Massachusetts
$116M +$65.5M +806,228 +131%
UBS Group
11
UBS Group
Switzerland
$99.8M -$672K -8,265 -0.7%
Ameriprise
12
Ameriprise
Minnesota
$90.9M +$2.96M +36,702 +3%
AssetMark Inc
13
AssetMark Inc
California
$83.2M +$12.1M +148,874 +17%
Stifel Financial
14
Stifel Financial
Missouri
$64.8M -$1.77M -21,790 -3%
SGAM
15
Stephens Group Asset Management
Arkansas
$63.8M +$3.93M +48,386 +7%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$57.6M +$9.42M +115,889 +20%
WA
17
Waverly Advisors
Alabama
$51M +$6.53M +80,278 +15%
LPL Financial
18
LPL Financial
California
$42.6M -$2.1M -25,886 -5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$41.2M +$7.27M +89,449 +21%
Truist Financial
20
Truist Financial
North Carolina
$40.3M -$1.83M -22,522 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33.7M -$7.9M -97,127 -19%
Osaic Holdings
22
Osaic Holdings
Arizona
$33.1M +$33.1M +427,093 New
MD
23
Money Design
Japan
$30.4M +$6.12M +75,237 +25%
MIS
24
Morningstar Investment Services
Illinois
$29.3M -$3.57M -42,925 -11%
EH
25
Equitable Holdings
New York
$28.9M -$1.81M -22,207 -6%
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