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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

141 hedge funds and large institutions have $1.16B invested in Vanguard Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
4.1%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
29
Increased
64
Reduced
30
Closed
11
Calls
$1.18M
Puts
$351K
Net Calls
+$830K
Net Calls Change
-$3.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$55.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.7M
3
MA
3
MCF Advisors
Kentucky
$9.94M
4
Morgan Stanley
4
Morgan Stanley
New York
$107M
5
FIG
5
FundX Investment Group
California
$9.37M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$305K
2
Citigroup
2
Citigroup
New York
$1.12M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.18M
4
DS
4
DRW Securities
Illinois
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.79M +$1.6M +20,033 +22%
LNC
27
Lincoln National Corp
Pennsylvania
$8.56M +$8.56M +107,334 New
EWA
28
Exencial Wealth Advisors
Oklahoma
$8.11M -$160K -1,984 -2%
PFA
29
Pure Financial Advisors
California
$5.41M +$176K +2,202 +3%
SEIA
30
Signature Estate & Investment Advisors
California
$5.29M +$730K +9,149 +16%
LI
31
LMCG Investments
Massachusetts
$5.21M -$254K -3,178 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$5.17M -$108K -1,350 -2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$4.69M +$806K +10,099 +21%
ECM
34
ETrade Capital Management
Virginia
$4.39M +$145K +1,814 +3%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$4.38M +$3.01M +37,764 +221%
AWM
36
Avior Wealth Management
Nebraska
$4.24M +$4.24M +6,020 New
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$3.54M – – –
IFS
38
Ifrah Financial Services
Arkansas
$3.54M -$46.2K -579 -1%
SFT
39
Simmons First Trust
Arkansas
$3.49M -$514K -6,441 -13%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$3.29M -$14.4K -181 -0.4%
ECAM
41
East Coast Asset Management
Massachusetts
$3.01M -$129K -1,611 -4%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$2.79M +$50.8K +637 +2%
SG Americas Securities
43
SG Americas Securities
New York
$2.61M +$2.61M +32,710 New
IA
44
Ibbotson Associates
Illinois
$2.51M +$856K +10,729 +52%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.5M -$43.8K -549 -2%
BFA
46
Bragg Financial Advisors
North Carolina
$2.46M -$155K -1,946 -6%
SFI
47
SPC Financial Inc
Maryland
$2.27M +$33.1K +415 +1%
QA
48
Quantitative Advantage
Minnesota
$2.2M -$156K -1,952 -7%
AssetMark Inc
49
AssetMark Inc
California
$2.19M -$293K -3,675 -12%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.18M -$4.95M -62,039 -69%
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