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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

172 hedge funds and large institutions have $1.41B invested in Vanguard Mid-Cap Value ETF in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+16
Holders Change %
+10.26%
% of All Funds
4.95%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.43%
New
24
Increased
82
Reduced
39
Closed
6
Calls
$1.29M
Puts
$287K
Net Calls
+$1M
Net Calls Change
+$255K

Top Buyers

1
DWA
Dorsey Wright & Associates
California
$57.5M
2
AIA
Arrow Investment Advisors
Maryland
$57.5M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$157M
4
Morgan Stanley
Morgan Stanley
New York
$136M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$85.1M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$29.2M
2
SG Americas Securities
SG Americas Securities
New York
$755K
3
CCMH
Cornerstone Capital Management Holdings
New York
$10.6M
4
MAA
Managed Account Advisors
New Jersey
$36M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cranbrook Wealth Management
Michigan
$10.1M +$2.26K +26 +0%
SWM
27
SVA Wealth Management
Wisconsin
$9.98M +$174K +2,000 +2%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$9.2M +$2.49M +28,662 +37%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$9.07M +$1.02M +11,779 +13%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$8.79M +$4.95M +56,969 +129%
EWA
31
Exencial Wealth Advisors
Oklahoma
$8.63M -$80.8K -930 -0.9%
FIG
32
FundX Investment Group
California
$8.61M -$2.17M -24,940 -20%
SEIA
33
Signature Estate & Investment Advisors
California
$7.72M +$996K +11,455 +15%
LI
34
LMCG Investments
Massachusetts
$7.12M +$527K +6,057 +8%
Jane Street
35
Jane Street
New York
$6.36M +$4.44M +51,088 +231%
PSW
36
Portfolio Strategies (Washington)
Washington
$6.14M +$6.14M +70,599 New
AWM
37
Avior Wealth Management
Nebraska
$5.8M +$608K +6,988 +12%
PFA
38
Pure Financial Advisors
California
$5.69M -$101K -1,158 -2%
ECM
39
ETrade Capital Management
Virginia
$5M +$140K +1,610 +3%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$4.92M -$1.29M -14,840 -21%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$4.59M +$317K +3,645 +7%
CB
42
Commerce Bank
Missouri
$4.42M +$4.42M +50,810 New
IA
43
Ibbotson Associates
Illinois
$4.33M +$2.16M +24,900 +100%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$4.3M +$1.98M +22,739 +85%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$4.2M +$1.62M +18,610 +63%
TNBTD
46
Trustmark National Bank Trust Department
Mississippi
$3.86M – – –
SFT
47
Simmons First Trust
Arkansas
$3.8M -$7.91K -91 -0.2%
IFS
48
Ifrah Financial Services
Arkansas
$3.72M -$47.9K -551 -1%
WCM
49
Weatherstone Capital Management
Colorado
$3.45M +$3.45M +39,670 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$3.27M +$268K +3,084 +9%
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