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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

268 hedge funds and large institutions have $2.38B invested in Vanguard Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
7.16%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
33
Increased
109
Reduced
90
Closed
14
Calls
$1.7M
Puts
$1.09M
Net Calls
+$609K
Net Calls Change
+$591K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$107M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$260M
3
Betterment LLC
Betterment LLC
New York
$177M
4
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.5M
5
Bessemer Group
Bessemer Group
New Jersey
$20.5M

Top Sellers

1
LPL Financial
LPL Financial
California
$289K
2
Bank of America
Bank of America
North Carolina
$172M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$319K
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.38M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
26
Zions Bancorporation
Utah
$18.9M -$251K -2,794 -1%
Creative Planning
27
Creative Planning
Kansas
$16.7M +$13.2M +148,256 +381%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$12.9M +$1.03M +11,585 +9%
LNC
29
Lincoln National Corp
Pennsylvania
$12.1M +$713K +7,999 +6%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$11.7M +$1.2M +13,469 +11%
LC
31
Lubar & Co
Wisconsin
$11M – – –
CWM
32
Cranbrook Wealth Management
Michigan
$10.6M -$320K -3,587 -3%
SFG
33
Sage Financial Group
Pennsylvania
$10.6M +$836K +9,387 +9%
SWM
34
SVA Wealth Management
Wisconsin
$9.98M -$85.7K -962 -0.9%
PFA
35
Pure Financial Advisors
California
$9.81M +$386K +4,337 +4%
CA
36
Capital Advantage
California
$9.76M +$2.43M +27,275 +33%
AWM
37
Avior Wealth Management
Nebraska
$9.67M +$461K +5,179 +5%
MFS
38
MSI Financial Services
Massachusetts
$9.52M +$688K +7,727 +8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$9.51M -$24.3M -272,923 -72%
MA
40
MCF Advisors
Kentucky
$9.04M -$74.8K -840 -0.8%
SEIA
41
Signature Estate & Investment Advisors
California
$8.82M -$1.29M -14,520 -13%
KFA
42
Kays Financial Advisory
Georgia
$8.76M +$644K +7,228 +8%
LNB
43
Ledyard National Bank
$8.27M -$112K -1,260 -1%
MCM
44
Manchester Capital Management
Vermont
$8.23M +$637K +7,148 +8%
SB
45
Suntrust Banks
Georgia
$7.71M +$1.81M +20,377 +31%
AA
46
ALPS Advisors
Colorado
$7.55M +$7.55M +84,776 New
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$7.06M +$1.79M +20,090 +34%
EWA
48
Exencial Wealth Advisors
Oklahoma
$6.93M -$35.6K -400 -0.5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.77M +$581K +6,517 +9%
OBWP
50
O'Brien Wealth Partners
Massachusetts
$6.53M -$2.8M -31,486 -30%
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