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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 %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$129K +$2.56K +25 +2%
IFA
277
Interactive Financial Advisors
Illinois
$128K -$25.6K -250 -17%
DSC
278
Duncker Streett & Co
Missouri
$117K +$102 +1 +0.1%
BIMC
279
Benson Investment Management Company
Virginia
$106K – – –
NSIM
280
North Star Investment Management
Illinois
$102K – – –
BTIS
281
BB&T Investment Services
North Carolina
$92K +$6.4K +63 +7%
JGIA
282
Jackson Grant Investment Advisers
Connecticut
$89K +$507 +5 +0.6%
FPTW
283
Franklin, Parlapiano, Turner & Welch
Texas
$82K – – –
PA
284
Parallel Advisors
California
$79K +$67.4K +661 +580%
SPIA
285
Steward Partners Investment Advisory
New York
$70K +$7.55K +75 +12%
PB
286
Pinnacle Bancorp
Nebraska
$69K +$69K +741 New
GEA
287
Glen Eagle Advisors
New Jersey
$64.4K – – –
MRCM
288
M&R Capital Management
New Jersey
$62K – – –
PG
289
Patten Group
Tennessee
$54K – – –
FMTCOCP
290
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48.4K – – –
EWM
291
Evercore Wealth Management
New York
$47K – – –
GI
292
Gradient Investments
Minnesota
$45K -$102K -1,008 -69%
ADL
293
Asset Dedication LLC
California
$43K +$102 +1 +0.2%
HDIM
294
Hanson & Doremus Investment Management
Vermont
$42K -$10.9K -107 -21%
IF
295
Ironwood Financial
Arizona
$38K – – –
CFN
296
Cordasco Financial Network
Florida
$36K – – –
CCM
297
Cribstone Capital Management
Maine
$34K -$7.91K -77 -19%
SEI Investments
298
SEI Investments
Pennsylvania
$34K +$31K +301 +1,038%
GRP
299
Global Retirement Partners
California
$33K -$3.84K -38 -10%
LIA
300
LS Investment Advisors
Michigan
$33K – – –
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