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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 %
BTIS
351
BB&T Investment Services
North Carolina
$94K +$222 +2 +0.2%
TFS
352
TrustCore Financial Services
Tennessee
$87K +$87K +777 New
IWP
353
Icon Wealth Partners
Texas
$81K +$81K +726 New
SIAS
354
Shine Investment Advisory Services
Colorado
$79K – – –
CAL
355
Capital Analysts LLC
Pennsylvania
$68K -$157K -1,397 -70%
MRCM
356
M&R Capital Management
New Jersey
$68K – – –
GWM
357
Geneos Wealth Management
Colorado
$64K +$60.6K +549 +1,771%
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$339 +3 +0.6%
BWL
359
Bogart Wealth LLC
Virginia
$56K – – –
GEA
360
Glen Eagle Advisors
New Jersey
$55.8K +$17.3K +155 +45%
FMTCOCP
361
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K – – –
EWM
362
Evercore Wealth Management
New York
$51K – – –
CTC
363
Central Trust Company
Missouri
$51K +$51K +455 New
VCM
364
Virtue Capital Management
Tennessee
$50K +$50K +446 New
HDIM
365
Hanson & Doremus Investment Management
Vermont
$46K – – –
VIA
366
Vantage Investment Advisors
Pennsylvania
$46K +$26.1K +235 +131%
FGC
367
Financial Gravity Companies
Texas
$45K +$45K +387 New
CCM
368
Cribstone Capital Management
Maine
$44K +$554 +5 +1%
IF
369
Ironwood Financial
Arizona
$41K – – –
CFN
370
Cordasco Financial Network
Florida
$40K – – –
GI
371
Gradient Investments
Minnesota
$40K +$40K +358 New
JCM
372
Jacobi Capital Management
Pennsylvania
$39K -$4.64K -41 -11%
VFA
373
Valeo Financial Advisors
Indiana
$39K – – –
LIA
374
LS Investment Advisors
Michigan
$36K – – –
KJWM
375
Kiley Juergens Wealth Management
Washington
$35K +$35K +317 New
13 14
15
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