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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

274 hedge funds and large institutions have $2.67B invested in Vanguard Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
7.32%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
26
Increased
129
Reduced
81
Closed
13
Calls
$813K
Puts
$1.64M
Net Calls
-$827K
Net Calls Change
-$1.44M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$114M
2
Bank of America
Bank of America
North Carolina
$220M
3
Betterment LLC
Betterment LLC
New York
$223M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$297M
5
TCT
TIAA CREF Trust
Missouri
$165M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$356K
2
SS
Simplicity Solutions
Minnesota
$0
3
JFA
JNBA Financial Advisors
Minnesota
$20K
4
LC
Lubar & Co
Wisconsin
$5.76M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
226
Duncker Streett & Co
Missouri
$107K +$373 +4 +0.3%
SFPM
227
Sensible Financial Planning & Management
Massachusetts
$105K – – –
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$102K +$102K +1,140 New
NSIM
229
North Star Investment Management
Illinois
$94K +$4.21K +45 +5%
JGIA
230
Jackson Grant Investment Advisers
Connecticut
$82K +$470 +5 +0.6%
FPTW
231
Franklin, Parlapiano, Turner & Welch
Texas
$75K – – –
MRCM
232
M&R Capital Management
New Jersey
$57K – – –
IWM
233
Integrated Wealth Management
California
$57K +$30.3K +325 +114%
PG
234
Patten Group
Tennessee
$46.2K -$2.2K -24 -5%
EWM
235
Evercore Wealth Management
New York
$43K – – –
CG
236
Cutler Group
California
$41K +$41K +446 New
CCM
237
Cribstone Capital Management
Maine
$37K +$6.46K +70 +21%
IF
238
Ironwood Financial
Arizona
$35K – – –
ADL
239
Asset Dedication LLC
California
$34K +$185 +2 +0.5%
CHP
240
Cable Hill Partners
Oregon
$33K -$12.2K -131 -27%
LIA
241
LS Investment Advisors
Michigan
$30K – – –
SEI Investments
242
SEI Investments
Pennsylvania
$28K +$28K +302 New
Legal & General Group
243
Legal & General Group
United Kingdom
$22K – – –
OC
244
Oakworth Capital
Alabama
$22K +$22K +240 New
JFA
245
JNBA Financial Advisors
Minnesota
$20K -$5.82M -62,236 -100%
S
246
SignatureFD
Georgia
$20K +$841 +9 +4%
CB
247
Community Bank
New York
$19K – – –
WOC
248
West Oak Capital
California
$18.7K -$9.36K -100 -33%
ClearBridge Investments
249
ClearBridge Investments
New York
$17K +$17K +178 New
AC
250
Alexandria Capital
Virginia
$16K -$188 -2 -1%
8 9
10
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