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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 %
WRM
251
Westport Resources Management
Connecticut
$15K -$33.2K -365 -69%
TWA
252
TCI Wealth Advisors
Arizona
$14K – – –
KKAMG
253
Kernodle & Katon Asset Management Group
Arkansas
$14K – – –
VIA
254
Vantage Investment Advisors
Pennsylvania
$13K -$73.7K -765 -85%
BC
255
Barnett & Company
Tennessee
$9K – – –
RCA
256
Rowland Carmichael Advisors
Arizona
$8K – – –
WAS
257
Winch Advisory Services
Wisconsin
$8K – – –
CTB
258
Country Trust Bank
Illinois
$6K – – –
RFA
259
Reilly Financial Advisors
California
$6K – – –
BCI
260
Brinker Capital Investments
Pennsylvania
$6K +$6K +62 New
WHG
261
Westwood Holdings Group
Texas
$6K +$6K +66 New
WDL
262
Well Done LLC
Michigan
$4.46K +$600 +6,411 +16%
BWA
263
Burt Wealth Advisors
Maryland
$4K – – –
AF
264
Allworth Financial
California
$4K – – –
VNA
265
Valley National Advisers
Pennsylvania
$3K – – –
PFBT
266
Parkside Financial Bank & Trust
Missouri
$3K – – –
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
WIC
268
Woodmont Investment Counsel
Tennessee
$3K +$3K +30 New
WP
269
WealthPLAN Partners
Nebraska
$2.59K -$6.01K -65 -70%
KIG
270
Kessler Investment Group
Indiana
$2K +$2K +20 New
JCM
271
Jacobi Capital Management
Pennsylvania
$2K +$2K +20 New
SBL
272
Sargent Bickham Lagudis
Colorado
$14 -$34 -357 -71%
SS
273
Simplicity Solutions
Minnesota
– -$5.82M -65,349 Closed
CAM
274
Concorde Asset Management
Michigan
– -$5.48M -61,543 Closed
CS
275
Credit Suisse
Switzerland
– -$1.13M -12,678 Closed
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