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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

436 hedge funds and large institutions have $4.36B invested in Vanguard Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 180 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+12
Holders Change %
+2.83%
% of All Funds
10%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
41
Increased
180
Reduced
130
Closed
26
Calls
$2.1M
Puts
$1.12M
Net Calls
+$985K
Net Calls Change
-$163K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$50.3M
2
Betterment LLC
Betterment LLC
New York
+$38M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.5M
4
Wells Fargo
Wells Fargo
California
+$18.3M
5
AssetMark Inc
AssetMark Inc
California
+$16.8M

Top Sellers

1
TF
TIAA FSB
Florida
-$18.9M
2
KTM
Keeler Thomas Management
Utah
-$14.2M
3
MML Investors Services
MML Investors Services
Massachusetts
-$12.6M
4
MSL
Mackay Shields LLC
New York
-$12.4M
5
NYLIM
New York Life Investment Management
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
301
FC Advisory
Pennsylvania
$268K +$268K +2,426 New
YWP
302
YorkBridge Wealth Partners
New York
$267K -$1.55K -14 -0.6%
CGA
303
Crescent Grove Advisors
Illinois
$266K – – –
NF
304
Nikulski Financial
Iowa
$262K -$18.8K -170 -7%
CMBA
305
C.M. Bidwell & Associates
Hawaii
$260K +$41.9K +379 +19%
HIS
306
Horizon Investment Services
Indiana
$256K -$6.18K -56 -2%
OBWP
307
O'Brien Wealth Partners
Massachusetts
$256K +$993 +9 +0.4%
VCA
308
Verdence Capital Advisors
Maryland
$250K +$2.43K +22 +1%
TFCP
309
Twin Focus Capital Partners
Massachusetts
$244K – – –
MJRIC
310
Mogy Joel R Investment Counsel
California
$239K -$22.1K -200 -8%
F
311
F3Logic
Minnesota
$237K +$996 +9 +0.4%
CAG
312
Csenge Advisory Group
Florida
$234K -$4.23K -38 -2%
WWM
313
Wagner Wealth Management
South Carolina
$230K +$11.2K +101 +5%
MWM
314
Meridian Wealth Management
Kentucky
$228K +$885 +8 +0.4%
OIA
315
OneDigital Investment Advisors
Kansas
$225K – – –
DBRC
316
D.B. Root & Company
Pennsylvania
$224K +$224K +2,030 New
AB
317
AT Bancorp
Iowa
$223K – – –
BlackRock
318
BlackRock
New York
$223K +$2.87K +26 +1%
GJIC
319
Gamble Jones Investment Counsel
California
$221K – – –
CTC
320
Central Trust Company
Missouri
$219K +$114K +1,035 +109%
BAS
321
Brown Advisory Securities
Maryland
$216K +$4.98K +45 +2%
BCM
322
Bienville Capital Management
New York
$210K +$210K +1,900 New
CAMG
323
CWA Asset Management Group
Florida
$209K +$209K +1,888 New
BWM
324
Baystate Wealth Management
Massachusetts
$207K +$1.01K +9 +0.5%
1IA
325
1834 Investment Advisors
Wisconsin
$204K +$220 +2 +0.1%
11 12
13
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