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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

417 hedge funds and large institutions have $3.95B invested in Vanguard Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 167 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+63
Holders Change %
+17.8%
% of All Funds
9.47%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.77%
New
85
Increased
167
Reduced
102
Closed
21
Calls
$745K
Puts
$926K
Net Calls
-$181K
Net Calls Change
-$825K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$119M
2
ACM
AlphaStar Capital Management
North Carolina
+$10.8M
3
WA
Waverly Advisors
Alabama
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$10.1M
5
TF
TIAA FSB
Florida
+$8.84M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$62M
2
CCM
Condor Capital Management
New Jersey
-$25.2M
3
AA
Advisory Alpha
Michigan
-$13.2M
4
PFA
Pure Financial Advisors
California
-$13.2M
5
AIA
Allegis Investment Advisors
Idaho
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$677K +$16.7K +150 +3%
JIC
227
Johnson Investment Counsel
Ohio
$662K -$40.8K -366 -6%
VA
228
Valmark Advisers
Ohio
$660K +$660K +5,916 New
QCG
229
Quadrant Capital Group
Ohio
$648K -$324K -2,912 -33%
VAM
230
Visionary Asset Management
Texas
$623K -$275K -2,465 -31%
WAG
231
Winthrop Advisory Group
Massachusetts
$622K +$622K +5,472 New
WTC
232
WhitTier Trust Company
Nevada
$611K +$11.3K +101 +2%
CS
233
Credit Suisse
Switzerland
$597K -$567K -5,082 -49%
IWM
234
IHT Wealth Management
Illinois
$593K +$51K +448 +9%
BAS
235
Brown Advisory Securities
Maryland
$570K -$125K -1,123 -18%
WPP
236
Whalerock Point Partners
Rhode Island
$548K – – –
TNBTD
237
Trustmark National Bank Trust Department
Mississippi
$538K – – –
SCG
238
Sonata Capital Group
Washington
$536K – – –
SWM
239
SeaCrest Wealth Management
New York
$536K +$536K +4,801 New
SAM
240
SignalPoint Asset Management
Missouri
$518K -$915K -8,195 -64%
OC
241
Oppenheimer & Co
New York
$516K -$12.8K -115 -2%
SQA
242
Simon Quick Advisors
New Jersey
$507K -$123K -1,059 -19%
RCM
243
RB Capital Management
Nevada
$498K +$191K +1,712 +62%
MA
244
Mutual Advisors
Nebraska
$496K +$496K +4,445 New
SFSIG
245
San Francisco Sentry Investment Group
California
$494K +$2.68K +24 +0.5%
KA
246
Kovack Advisors
Florida
$491K +$10.8K +97 +2%
GBT
247
Grove Bank & Trust
Florida
$480K +$204K +1,830 +74%
RCAG
248
Rehmann Capital Advisory Group
Michigan
$467K -$311K -2,789 -40%
BB
249
Busey Bank
Illinois
$453K – – –
OIA
250
OneDigital Investment Advisors
Kansas
$453K +$453K +1,063 New
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