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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 %
KF
251
Krilogy Financial
Missouri
$449K -$90.6K -813 -17%
PAG
252
Pinnacle Advisory Group
Maryland
$444K +$444K +3,979 New
FHC
253
First Heartland Consultants
Missouri
$440K -$5.25K -47 -1%
RFC
254
Regions Financial Corp
Alabama
$424K +$6.93K +62 +2%
CHAM
255
Clear Harbor Asset Management
Connecticut
$420K +$29.2K +262 +7%
Brown Advisory
256
Brown Advisory
Maryland
$416K +$36.1K +323 +9%
CCM
257
Covington Capital Management
California
$407K – – –
JG
258
Jefferies Group
New York
$406K +$406K +3,638 New
PFA
259
Paradigm Financial Advisors
Missouri
$404K +$2.79K +25 +0.7%
LFAS
260
Level Four Advisory Services
Texas
$400K -$50.7K -455 -11%
RWA
261
Ropes Wealth Advisors
Massachusetts
$398K – – –
NP
262
NorthRock Partners
Minnesota
$390K – – –
AFP
263
Ausdal Financial Partners
Iowa
$385K +$3.68K +33 +1%
CT
264
CPF Texas
Texas
$370K +$370K +3,317 New
THWM
265
Taylor Hoffman Wealth Management
Virginia
$367K +$367K +3,292 New
ASN
266
Advisory Services Network
Georgia
$366K +$73.6K +660 +25%
OLA
267
Oliver Luxxe Assets
New Jersey
$357K -$3.35M -30,001 -90%
SSI
268
Scott & Selber Inc
Texas
$357K – – –
Bessemer Group
269
Bessemer Group
New Jersey
$356K – – –
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$352K +$19.5K +175 +6%
Select Equity Group
271
Select Equity Group
New York
$352K +$352K +3,154 New
WTFG
272
Wells Trecaso Financial Group
Ohio
$350K +$350K +3,138 New
CFA
273
Camarda Financial Advisors
Florida
$348K -$207K -1,858 -37%
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$342K -$79.1K -710 -19%
IWC
275
Integrated Wealth Concepts
Massachusetts
$339K +$339K +2,976 New
9 10
11
12 13