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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 %
SMC
301
Smith, Moore & Co
Missouri
$274K +$51K +457 +23%
FTIOP
302
Fiduciary Trust International of Pennsylvania
Pennsylvania
$274K +$274K +2,458 New
CGA
303
Crescent Grove Advisors
Illinois
$269K -$78.1K -700 -22%
WI
304
Wintrust Investments
Illinois
$264K -$78.1K -701 -23%
MJRIC
305
Mogy Joel R Investment Counsel
California
$263K – – –
HIS
306
Horizon Investment Services
Indiana
$263K +$25.8K +231 +11%
HTC
307
Haverford Trust Company
Pennsylvania
$262K +$44.7K +400 +21%
NL
308
NWAM LLC
Washington
$261K – – –
FA
309
FCG Advisors
New Jersey
$259K +$1.56K +14 +0.6%
WWM
310
Wagner Wealth Management
South Carolina
$258K +$258K +2,240 New
SCM
311
Southport Capital Management
Tennessee
$257K +$257K +2,303 New
TFCP
312
Twin Focus Capital Partners
Massachusetts
$247K +$27.9K +250 +13%
VCA
313
Verdence Capital Advisors
Maryland
$247K +$247K +2,215 New
MFS
314
McNamara Financial Services
Massachusetts
$245K – – –
SDWMA
315
Schneider Downs Wealth Management Advisors
Pennsylvania
$245K – – –
SWPG
316
Strategic Wealth Partners Group
Illinois
$242K -$79.5K -712 -25%
M&T Bank
317
M&T Bank
New York
$240K -$109K -977 -31%
SG Americas Securities
318
SG Americas Securities
New York
$240K +$240K +2,155 New
GJIC
319
Gamble Jones Investment Counsel
California
$223K – – –
BWM
320
Baystate Wealth Management
Massachusetts
$214K +$180K +1,544 +532%
WCM
321
Windsor Capital Management
Arizona
$214K +$214K +1,918 New
BC
322
Burney Company
Virginia
$208K -$3.56K -32 -2%
BlackRock
323
BlackRock
New York
$206K +$6.02K +54 +3%
1IA
324
1834 Investment Advisors
Wisconsin
$206K +$206K +1,847 New
CAMG
325
CWA Asset Management Group
Florida
$202K +$202K +1,812 New
11 12
13
14 15