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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

222 hedge funds and large institutions have $1.77B invested in Vanguard Mid-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
6.2%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.61%
New
23
Increased
100
Reduced
62
Closed
17
Calls
–
Puts
$2.83M
Net Calls
-$2.83M
Net Calls Change
-$2.55M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$160M
2
NYLIM
New York Life Investment Management
New York
$26.5M
3
Betterment LLC
Betterment LLC
New York
$83.9M
4
TCT
TIAA CREF Trust
Missouri
$83.1M
5
UBS Group
UBS Group
Switzerland
$82.4M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$171M
3
IFA
Interactive Financial Advisors
Illinois
$0
4
LC
Lubar & Co
Wisconsin
$10.8M
5
TRCT
Tower Research Capital (TRC)
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$12.2M -$675K -8,107 -5%
LC
27
Lubar & Co
Wisconsin
$10.8M -$2.79M -33,500 -21%
OAJ
28
Ogorek Anthony Joseph
New York
$10.2M -$47K -565 -0.5%
MA
29
MCF Advisors
Kentucky
$10.2M +$145K +1,745 +1%
LNC
30
Lincoln National Corp
Pennsylvania
$9.85M -$1.73M -20,792 -15%
CWM
31
Cranbrook Wealth Management
Michigan
$9.65M +$135K +1,625 +1%
SWM
32
SVA Wealth Management
Wisconsin
$9.59M +$61.2K +735 +0.6%
IA
33
Ibbotson Associates
Illinois
$9.35M -$594K -7,137 -6%
SEIA
34
Signature Estate & Investment Advisors
California
$9.28M +$789K +9,484 +9%
PFA
35
Pure Financial Advisors
California
$8.72M +$1.43M +17,134 +20%
TAT
36
TD Ameritrade Trust
Colorado
$8.7M +$228K +2,737 +3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$8.68M +$439K +5,278 +5%
GWM
38
Gupta Wealth Management
California
$8.43M +$2.58M +31,000 +44%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$7.85M +$5.88M +70,628 +298%
PAG
40
Private Advisor Group
New Jersey
$7.76M +$2.57M +30,876 +50%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$7.54M +$309K +3,712 +4%
EWA
42
Exencial Wealth Advisors
Oklahoma
$7.49M +$7.49M +89,978 New
AWM
43
Avior Wealth Management
Nebraska
$7.42M +$648K +7,785 +10%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$6.98M +$5.41M +66,334 +344%
LNB
45
Ledyard National Bank
$6.42M -$355K -4,265 -5%
Jane Street
46
Jane Street
New York
$6.23M +$3.94M +47,396 +173%
LI
47
LMCG Investments
Massachusetts
$6.06M -$106K -1,272 -2%
RJA
48
Raymond James & Associates
Florida
$5.97M -$7.91K -95 -0.1%
HC
49
HHG & Company
Connecticut
$5.63M -$46.6K -560 -0.8%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$5.31M -$36.4K -429 -0.7%
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