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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 %
RFA
301
Reilly Financial Advisors
California
$8K +$2.19K +23 +38%
CTB
302
Country Trust Bank
Illinois
$7K – – –
AAP
303
Arax Advisory Partners
Colorado
$7K +$7K +75 New
FCB
304
First Command Bank
Texas
$7K +$7K +75 New
FCFS
305
First Command Financial Services
Texas
$7K +$7K +75 New
FAN
306
Financial Advisors Network
California
$4.85K +$4.85K +49 New
AF
307
Allworth Financial
California
$4K – – –
BWA
308
Burt Wealth Advisors
Maryland
$4K – – –
TCM
309
TD Capital Management
Tennessee
$4K +$4K +42 New
SEI Investments
310
SEI Investments
Pennsylvania
$3K -$28.2K -273 -90%
VNA
311
Valley National Advisers
Pennsylvania
$3K – – –
KTC
312
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
KIG
313
Kessler Investment Group
Indiana
$2K – – –
BRWA
314
B. Riley Wealth Advisors
Florida
– -$670K -7,155 Closed
BJL
315
Brighton Jones LLC
Washington
– -$648K -6,927 Closed
WI
316
WBI Investments
New Jersey
– -$312K -3,339 Closed
SCA
317
Salient Capital Advisors
Texas
– -$243K -2,594 Closed
ZIM
318
Zacks Investment Management
Illinois
– -$237K -2,536 Closed
MCM
319
Maryland Capital Management
Maryland
– -$202K -2,160 Closed
ACM
320
Argentus Capital Management
Texas
– -$143K -1,523 Closed
SFPM
321
Sensible Financial Planning & Management
Massachusetts
– -$105K -1,120 Closed
IWM
322
Integrated Wealth Management
California
– -$57K -611 Closed
S
323
SignatureFD
Georgia
– -$20K -214 Closed
WOC
324
West Oak Capital
California
– -$18.7K -200 Closed
KKAMG
325
Kernodle & Katon Asset Management Group
Arkansas
– -$14K -149 Closed
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