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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 %
CCM
276
Cribstone Capital Management
Maine
$40K +$686 +7 +2%
IF
277
Ironwood Financial
Arizona
$36K – – –
BIG
278
Bellwether Investment Group
Tennessee
$36K +$36K +375 New
CFN
279
Cordasco Financial Network
Florida
$35K -$280K -2,840 -89%
GRP
280
Global Retirement Partners
California
$35K +$35K +365 New
LIA
281
LS Investment Advisors
Michigan
$31K – – –
PCP
282
Proficio Capital Partners
Massachusetts
$29K +$29K +300 New
OC
283
Oakworth Capital
Alabama
$23K – – –
Legal & General Group
284
Legal & General Group
United Kingdom
$22K – – –
MWM
285
Mascoma Wealth Management
New Hampshire
$20K +$20K +204 New
CB
286
Community Bank
New York
$19K – – –
CIA
287
Cascade Investment Advisors
Oregon
$17.8K +$17.8K +183 New
CG
288
Cutler Group
California
$17K -$26.1K -270 -61%
ClearBridge Investments
289
ClearBridge Investments
New York
$17K – – –
AC
290
Alexandria Capital
Virginia
$17K – – –
TWA
291
TCI Wealth Advisors
Arizona
$17K +$2.44K +25 +17%
CHP
292
Cable Hill Partners
Oregon
$15K -$18.4K -195 -55%
SBL
293
Sargent Bickham Lagudis
Colorado
$14K – – –
VIA
294
Vantage Investment Advisors
Pennsylvania
$13K +$96 +1 +0.7%
First Manhattan
295
First Manhattan
New York
$12K +$12K +125 New
PFGIA
296
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11K +109 New
PA
297
Parallel Advisors
California
$11K +$11K +114 New
BC
298
Barnett & Company
Tennessee
$10K – – –
JCM
299
Jacobi Capital Management
Pennsylvania
$9K +$7.07K +73 +365%
RCA
300
Rowland Carmichael Advisors
Arizona
$8K – – –
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12
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