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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

349 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
8.71%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.72%
New
42
Increased
152
Reduced
105
Closed
27
Calls
$807K
Puts
$340K
Net Calls
+$467K
Net Calls Change
+$196K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$383M
2
LPL Financial
LPL Financial
California
$47.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$30.3M
4
Morgan Stanley
Morgan Stanley
New York
$268M
5
NYLIM
New York Life Investment Management
New York
$34.4M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$185M
2
Bank of America
Bank of America
North Carolina
$212M
3
AIA
Arrow Investment Advisors
Maryland
$0
4
MIS
Morningstar Investment Services
Illinois
$21.8M
5
PI
PHH Investments
Texas
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$375K +$55.3K +537 +17%
M&T Bank
227
M&T Bank
New York
$374K -$1.03K -10 -0.3%
NFG
228
Next Financial Group
Texas
$372K +$72.2K +701 +24%
PFA
229
Paradigm Financial Advisors
Missouri
$368K +$20.8K +202 +6%
RWA
230
Ropes Wealth Advisors
Massachusetts
$367K – – –
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$366K -$17.5K -170 -5%
NFG
232
Nations Financial Group
Iowa
$361K +$17.5K +170 +5%
NP
233
NorthRock Partners
Minnesota
$360K – – –
CAL
234
Capital Analysts LLC
Pennsylvania
$343K -$255K -2,477 -43%
LI
235
LVZ Inc
Michigan
$342K +$42.6K +414 +14%
SCA
236
Snowden Capital Advisors
New York
$340K +$67.7K +658 +25%
CHAM
237
Clear Harbor Asset Management
Connecticut
$338K +$23.3K +225 +7%
PAS
238
Park Avenue Securities
New York
$335K +$335K +3,237 New
SSI
239
Scott & Selber Inc
Texas
$329K – – –
Bessemer Group
240
Bessemer Group
New Jersey
$329K – – –
WI
241
Wintrust Investments
Illinois
$322K -$42.2K -410 -12%
CGA
242
Crescent Grove Advisors
Illinois
$318K +$318K +3,093 New
WSTAM
243
Wilbanks Smith & Thomas Asset Management
Virginia
$314K -$5.6M -54,380 -95%
NCMW
244
Northern Capital Management (Wisconsin)
Wisconsin
$314K +$5.15K +50 +2%
MCP
245
Mirador Capital Partners
California
$312K +$312K +2,981 New
AIM
246
Advantage Investment Management
Iowa
$307K +$1.75K +17 +0.6%
RWM
247
RKL Wealth Management
Pennsylvania
$307K +$307K +2,989 New
EFSCE
248
Enterprise Financial Services Corp (EFSC)
Missouri
$306K +$85.6K +833 +39%
Truist Financial
249
Truist Financial
North Carolina
$295K -$3.81K -37 -1%
EAM
250
Evanson Asset Management
California
$293K +$411 +4 +0.1%
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