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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 %
W
326
Wealthfront
California
$201K -$22.1K -198 -10%
AA
327
Ancora Advisors
Ohio
$200K +$200K +1,800 New
LNWWM
328
Laird Norton Wetherby Wealth Management
California
$197K – – –
WEC
329
Winslow Evans & Crocker
Massachusetts
$187K +$63.5K +570 +52%
AWA
330
Acorn Wealth Advisors
Michigan
$182K +$182K +1,599 New
CMBA
331
C.M. Bidwell & Associates
Hawaii
$160K +$160K +1,433 New
WAM
332
Wealthspire Advisors (Maryland)
Maryland
$153K -$241K -2,162 -61%
CMO
333
Covenant Multifamily Offices
Texas
$153K +$153K +1,371 New
SIM
334
Sonora Investment Management
Arizona
$151K +$110K +989 +275%
SPIA
335
Steward Partners Investment Advisory
New York
$143K -$24.8K -222 -15%
Simplex Trading
336
Simplex Trading
Illinois
$139K +$139K +1,254 New
PG
337
Patten Group
Tennessee
$133K +$1.12K +10 +0.8%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$129K – – –
First Manhattan
339
First Manhattan
New York
$127K +$113K +1,014 +811%
TWA
340
TCI Wealth Advisors
Arizona
$126K – – –
WPA
341
West Paces Advisors
Georgia
$122K -$45.3K -406 -27%
DSC
342
Duncker Streett & Co
Missouri
$119K – – –
PS
343
Portfolio Solutions
Michigan
$116K – – –
IFA
344
Interactive Financial Advisors
Illinois
$113K -$23.2K -208 -17%
NSIM
345
North Star Investment Management
Illinois
$112K – – –
FPB
346
First PREMIER Bank
South Dakota
$109K +$3.46K +31 +3%
TL
347
TrueWealth LLC
Georgia
$103K +$103K +919 New
JGIA
348
Jackson Grant Investment Advisers
Connecticut
$100K +$559 +5 +0.6%
TSW
349
Thompson Siegel & Walmsley
Virginia
$98K -$2.91K -26 -3%
PA
350
Parallel Advisors
California
$98K +$8.03K +72 +9%
12 13
14
15 16