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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

254 hedge funds and large institutions have $2.08B invested in Vanguard Mid-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+32
Holders Change %
+14.41%
% of All Funds
6.67%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.79%
New
47
Increased
118
Reduced
59
Closed
12
Calls
$335K
Puts
$454K
Net Calls
-$119K
Net Calls Change
+$2.71M

Top Buyers

1
LPL Financial
LPL Financial
California
$76.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$30.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$2.39M
2
Goldman Sachs
Goldman Sachs
New York
$5.48M
3
GI
Gradient Investments
Minnesota
$2.38M
4
CGH
Cleary Gull Holdings
Wisconsin
$24.9M
5
HC
HHG & Company
Connecticut
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$14.6M -$714K -8,311 -5%
FC
27
Forte Capital
New York
$14.2M +$14.2M +164,940 New
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$12.2M -$489K -5,693 -4%
PFA
29
Pure Financial Advisors
California
$11.7M +$2.68M +31,202 +30%
OAJ
30
Ogorek Anthony Joseph
New York
$11.6M +$1.09M +12,647 +10%
LC
31
Lubar & Co
Wisconsin
$11.1M – – –
OBWP
32
O'Brien Wealth Partners
Massachusetts
$11.1M +$11.1M +129,045 New
LNC
33
Lincoln National Corp
Pennsylvania
$10.9M +$685K +7,971 +7%
CWM
34
Cranbrook Wealth Management
Michigan
$10.1M +$176K +2,043 +2%
SWM
35
SVA Wealth Management
Wisconsin
$9.7M -$207K -2,409 -2%
SEIA
36
Signature Estate & Investment Advisors
California
$9.56M -$17K -198 -0.2%
GWM
37
Gupta Wealth Management
California
$9.09M +$381K +4,433 +4%
TAT
38
TD Ameritrade Trust
Colorado
$9.06M +$71.9K +836 +0.8%
WDL
39
Well Done LLC
Michigan
$8.9M +$8.9M +103,593 New
Natixis Advisors
40
Natixis Advisors
Massachusetts
$8.77M +$668K +7,772 +8%
MA
41
MCF Advisors
Kentucky
$8.65M -$1.88M -21,896 -18%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$8.42M +$636K +7,394 +8%
LNB
43
Ledyard National Bank
$8.28M +$1.65M +19,250 +25%
SFG
44
Sage Financial Group
Pennsylvania
$8.24M +$6.74M +78,404 +450%
AWM
45
Avior Wealth Management
Nebraska
$8.12M +$463K +5,389 +6%
IA
46
Ibbotson Associates
Illinois
$7.67M -$1.98M -23,069 -21%
MCM
47
Manchester Capital Management
Vermont
$7.53M +$7.43M +86,387 +7,139%
KFA
48
Kays Financial Advisory
Georgia
$7.17M +$6.27M +73,004 +697%
EWA
49
Exencial Wealth Advisors
Oklahoma
$7.1M -$106K -1,319 -1%
PAG
50
Private Advisor Group
New Jersey
$7.06M -$949K -11,036 -12%
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