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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 %
BFG
251
Barber Financial Group
Kansas
$207K +$207K +2,131 New
BlackRock
252
BlackRock
New York
$201K +$62.3K +641 +45%
AA
253
Ancora Advisors
Ohio
$196K +$196K +2,018 New
IWM
254
IHT Wealth Management
Illinois
$164K +$164K +1,673 New
SF
255
Synovus Financial
Georgia
$161K +$972 +10 +0.6%
IFA
256
Interactive Financial Advisors
Illinois
$146K +$9.63K +99 +7%
WPA
257
West Paces Advisors
Georgia
$145K +$145K +1,495 New
GI
258
Gradient Investments
Minnesota
$141K -$25.8K -266 -15%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$120K +$8.44K +87 +8%
DSC
260
Duncker Streett & Co
Missouri
$112K – – –
BIMC
261
Benson Investment Management Company
Virginia
$101K +$101K +1,042 New
NSIM
262
North Star Investment Management
Illinois
$98K – – –
VCM
263
Versant Capital Management
Arizona
$88K -$78.6K -809 -47%
JGIA
264
Jackson Grant Investment Advisers
Connecticut
$85K – – –
BTIS
265
BB&T Investment Services
North Carolina
$82K +$82K +843 New
FPTW
266
Franklin, Parlapiano, Turner & Welch
Texas
$78K – – –
GEA
267
Glen Eagle Advisors
New Jersey
$61.4K +$61.4K +632 New
YWP
268
YorkBridge Wealth Partners
New York
$60K +$60K +615 New
SPIA
269
Steward Partners Investment Advisory
New York
$60K +$60K +620 New
MRCM
270
M&R Capital Management
New Jersey
$59K – – –
PG
271
Patten Group
Tennessee
$53K +$2.51K +25 +5%
HDIM
272
Hanson & Doremus Investment Management
Vermont
$50.5K +$50.5K +520 New
FMTCOCP
273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46.2K +$46.2K +475 New
EWM
274
Evercore Wealth Management
New York
$45K – – –
ADL
275
Asset Dedication LLC
California
$41K +$5.16K +53 +14%
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11
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