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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$53.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$19.9M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$23.4M
2
Wells Fargo
Wells Fargo
California
-$15.5M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
251
YorkBridge Wealth Partners
New York
$264K +$201K +1,974 +321%
AFP
252
Ausdal Financial Partners
Iowa
$262K +$5.51K +54 +2%
PL
253
Plancorp LLC
Missouri
$252K +$21.3K +210 +9%
FTIOP
254
Fiduciary Trust International of Pennsylvania
Pennsylvania
$251K – – –
WTC
255
WhitTier Trust Company
Nevada
$247K – – –
CGL
256
Clarius Group LLC
Washington
$247K +$12.5K +122 +5%
RCM
257
RB Capital Management
Nevada
$242K +$9.99K +98 +4%
NFP
258
Narus Financial Partners
Utah
$241K -$14.3K -140 -6%
BC
259
Burney Company
Virginia
$237K +$237K +2,324 New
MJRIC
260
Mogy Joel R Investment Counsel
California
$233K – – –
MFS
261
McNamara Financial Services
Massachusetts
$232K – – –
SDWMA
262
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K +$224K +2,200 New
Franklin Resources
263
Franklin Resources
California
$224K +$224K +2,202 New
SWP
264
Stratos Wealth Partners
Ohio
$221K – – –
SWPG
265
Strategic Wealth Partners Group
Illinois
$221K – – –
EFSCE
266
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$1.94K -19 -0.9%
CA
267
Continuum Advisory
Idaho
$219K +$219K +2,149 New
AA
268
Ancora Advisors
Ohio
$206K +$102 +1 +0%
CC
269
Courier Capital
New York
$206K +$206K +2,022 New
GJIC
270
Gamble Jones Investment Counsel
California
$204K +$204K +2,000 New
BFG
271
Barber Financial Group
Kansas
$202K -$14.7K -145 -7%
BlackRock
272
BlackRock
New York
$187K -$23.7K -233 -11%
SF
273
Synovus Financial
Georgia
$169K +$812 +8 +0.5%
ASN
274
Advisory Services Network
Georgia
$154K +$154K +1,512 New
WPA
275
West Paces Advisors
Georgia
$152K – – –
9 10
11
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