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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$46.3M
2
Betterment LLC
Betterment LLC
New York
+$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$29.4M
4
AIA
Arrow Investment Advisors
Maryland
+$21.9M
5
Morgan Stanley
Morgan Stanley
New York
+$16.2M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5.8M
2
ZB
Zions Bancorporation
Utah
-$3.06M
3
UBS Group
UBS Group
Switzerland
-$2.94M
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$2.87M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
226
HL Financial Services
Kentucky
$290K +$290K +2,982 New
AWS
227
AJ Wealth Strategies
New York
$284K +$284K +2,920 New
Truist Financial
228
Truist Financial
North Carolina
$282K +$3.6K +37 +1%
EAM
229
Evanson Asset Management
California
$277K +$487 +5 +0.2%
FHA
230
Flagship Harbor Advisors
Massachusetts
$268K +$268K +2,737 New
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$265K -$9.58K -97 -3%
CFA
232
CT Financial Advisors
Pennsylvania
$263K +$1.65K +17 +0.6%
V
233
Veritable
Delaware
$262K – – –
LI
234
LVZ Inc
Michigan
$259K +$259K +2,660 New
AIM
235
Advantage Investment Management
Iowa
$249K -$1.17K -12 -0.5%
CWM
236
Concert Wealth Management
California
$245K -$1.42M -14,565 -85%
AFP
237
Ausdal Financial Partners
Iowa
$244K +$3.98K +41 +2%
NFP
238
Narus Financial Partners
Utah
$243K +$243K +2,505 New
Brown Advisory
239
Brown Advisory
Maryland
$241K -$80.8K -829 -25%
FTIOP
240
Fiduciary Trust International of Pennsylvania
Pennsylvania
$239K – – –
WTC
241
WhitTier Trust Company
Nevada
$236K +$82.7K +850 +54%
MJRIC
242
Mogy Joel R Investment Counsel
California
$223K – – –
CGL
243
Clarius Group LLC
Washington
$223K +$223K +2,298 New
MFS
244
McNamara Financial Services
Massachusetts
$221K – – –
PL
245
Plancorp LLC
Missouri
$221K +$221K +2,272 New
RCM
246
RB Capital Management
Nevada
$221K +$221K +2,277 New
MC
247
Moors & Cabot
Massachusetts
$220K +$220K +2,239 New
SWPG
248
Strategic Wealth Partners Group
Illinois
$211K +$211K +2,166 New
SWP
249
Stratos Wealth Partners
Ohio
$211K +$211K +2,171 New
EFSCE
250
Enterprise Financial Services Corp (EFSC)
Missouri
$210K -$13.6K -140 -6%
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