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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

214 hedge funds and large institutions have $1.7B invested in Vanguard Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.71%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.45%
New
34
Increased
94
Reduced
55
Closed
13
Calls
$928K
Puts
$1.08M
Net Calls
-$147K
Net Calls Change
+$1.21M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$51.4M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
GI
Gradient Investments
Minnesota
$11.7M
4
TCT
TIAA CREF Trust
Missouri
$68.2M
5
Bank of America
Bank of America
North Carolina
$142M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
Axa
Axa
France
$55.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$14.8M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$0
5
TRCT
Tower Research Capital (TRC)
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$12.5M +$709K +7,710 +6%
GI
27
Gradient Investments
Minnesota
$11.7M +$11.7M +127,655 New
MA
28
MCF Advisors
Kentucky
$11.1M – – –
SWM
29
SVA Wealth Management
Wisconsin
$10.5M -$101K -1,095 -1%
CWM
30
Cranbrook Wealth Management
Michigan
$10.5M -$75.6K -823 -0.7%
TAT
31
TD Ameritrade Trust
Colorado
$9.19M -$168K -1,827 -2%
NYLIM
32
New York Life Investment Management
New York
$9.11M +$2.78M +30,259 +44%
EWA
33
Exencial Wealth Advisors
Oklahoma
$8.82M -$280K -3,012 -3%
SEIA
34
Signature Estate & Investment Advisors
California
$8.72M -$381K -4,149 -4%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$8.69M +$4.05M +44,075 +87%
IA
36
Ibbotson Associates
Illinois
$8.44M +$3.4M +36,993 +67%
PFA
37
Pure Financial Advisors
California
$8.11M -$13K -141 -0.2%
AWM
38
Avior Wealth Management
Nebraska
$7.14M +$285K +3,103 +4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$7.09M +$930K +10,132 +15%
LI
40
LMCG Investments
Massachusetts
$6.96M -$272K -2,963 -4%
LNB
41
Ledyard National Bank
$6.86M +$1.38M +15,015 +25%
HC
42
HHG & Company
Connecticut
$6.28M +$108K +1,178 +2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$6M +$250K +2,723 +4%
SG Americas Securities
44
SG Americas Securities
New York
$5.98M -$450K -4,900 -7%
AIG
45
American International Group
New York
$5.53M +$773K +8,406 +16%
LPT
46
Legacy Private Trust
Wisconsin
$5.31M -$1.79M -19,423 -25%
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$5.31M +$5.31M +57,778 New
ECM
48
ETrade Capital Management
Virginia
$5.1M -$45.6K -496 -0.9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$4.38M +$281K +3,061 +7%
CB
50
Commerce Bank
Missouri
$4.25M -$820K -8,918 -16%
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