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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 %
AOWM
326
Alpha Omega Wealth Management
Virginia
$6K +$6K +54 New
FANJ
327
Financial Architects (New Jersey)
New Jersey
$6K +$6K +59 New
BWA
328
Burt Wealth Advisors
Maryland
$5K – – –
TCM
329
TD Capital Management
Tennessee
$4K – – –
HCA
330
Harbour Capital Advisors
Virginia
$3.16K +$3.16K +31 New
VNA
331
Valley National Advisers
Pennsylvania
$3K – – –
KTC
332
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
AA
333
Apriem Advisors
California
$2K +$2K +15 New
OAJ
334
Ogorek Anthony Joseph
New York
$1K +$1K +14 New
RJFSA
335
Raymond James Financial Services Advisors
Florida
– -$4.63M -47,683 Closed
GWM
336
Greenwich Wealth Management
Connecticut
– -$1.76M -18,074 Closed
WCM
337
Weatherstone Capital Management
Colorado
– -$901K -9,270 Closed
Millennium Management
338
Millennium Management
New York
– -$665K -6,847 Closed
BBA
339
BLB&B Advisors
Pennsylvania
– -$594K -6,115 Closed
AI
340
Atria Investments
North Carolina
– -$432K -4,444 Closed
MC
341
Moors & Cabot
Massachusetts
– -$220K -2,239 Closed
VCM
342
Versant Capital Management
Arizona
– -$88K -906 Closed
BIG
343
Bellwether Investment Group
Tennessee
– -$36K -375 Closed
PCP
344
Proficio Capital Partners
Massachusetts
– -$29K -300 Closed
CB
345
Community Bank
New York
– -$19K -200 Closed
CIA
346
Cascade Investment Advisors
Oregon
– -$17.8K -183 Closed
RFA
347
Reilly Financial Advisors
California
– -$8K -84 Closed
FAN
348
Financial Advisors Network
California
– -$4.85K -49 Closed
AF
349
Allworth Financial
California
– -$4K -40 Closed
KIG
350
Kessler Investment Group
Indiana
– -$2K -20 Closed
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