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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

217 hedge funds and large institutions have $1.82B invested in Vanguard Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
5.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
23
Increased
106
Reduced
47
Closed
16
Calls
$971K
Puts
$1.25M
Net Calls
-$281K
Net Calls Change
-$134K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$77.2M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$194M
3
SE
3
Summit Equities
New Jersey
$19.3M
4
LC
4
Lubar & Co
Wisconsin
$14.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$188M

Top Sellers

1
OAJ
1
Ogorek Anthony Joseph
New York
$11.2M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$111K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$14.1M +$1.01M +11,155 +8%
ZB
27
Zions Bancorporation
Utah
$13.8M +$12.6M +139,448 +1,122%
GI
28
Gradient Investments
Minnesota
$12.9M +$1.37M +15,163 +12%
LNC
29
Lincoln National Corp
Pennsylvania
$12.6M +$283K +3,127 +2%
OAJ
30
Ogorek Anthony Joseph
New York
$11.2M -$12.3M -135,400 -52%
MA
31
MCF Advisors
Kentucky
$10.9M +$3.17K +35 +0%
IA
32
Ibbotson Associates
Illinois
$10.8M +$2.51M +27,667 +30%
SWM
33
SVA Wealth Management
Wisconsin
$10.4M +$35K +386 +0.3%
CWM
34
Cranbrook Wealth Management
Michigan
$10.4M +$52.6K +581 +0.5%
SEIA
35
Signature Estate & Investment Advisors
California
$9.23M +$640K +7,072 +7%
TAT
36
TD Ameritrade Trust
Colorado
$9.22M +$168K +1,851 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$8.96M +$405K +4,477 +5%
NYLIM
38
New York Life Investment Management
New York
$8.9M -$81.6K -901 -0.9%
PFA
39
Pure Financial Advisors
California
$7.94M -$54.2K -599 -0.7%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$7.86M +$869K +9,597 +12%
LNB
41
Ledyard National Bank
$7.37M +$614K +6,778 +9%
AWM
42
Avior Wealth Management
Nebraska
$7.36M +$325K +3,589 +5%
LI
43
LMCG Investments
Massachusetts
$6.71M -$145K -1,602 -2%
RJA
44
Raymond James & Associates
Florida
$6.5M +$4.56M +50,383 +236%
BTS
45
BB&T Securities
Virginia
$6.38M +$6.38M +70,452 New
GWM
46
Gupta Wealth Management
California
$6.37M +$2.93M +32,301 +85%
HC
47
HHG & Company
Connecticut
$6.18M -$5.25K -58 -0.1%
PAG
48
Private Advisor Group
New Jersey
$5.65M +$2.38M +26,251 +73%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$5.47M +$452K +5,196 +9%
AIG
50
American International Group
New York
$5.46M +$11.5K +127 +0.2%
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