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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

274 hedge funds and large institutions have $2.67B invested in Vanguard Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
7.32%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
26
Increased
129
Reduced
81
Closed
13
Calls
$813K
Puts
$1.64M
Net Calls
-$827K
Net Calls Change
-$1.44M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$114M
2
Bank of America
Bank of America
North Carolina
$220M
3
Betterment LLC
Betterment LLC
New York
$223M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$297M
5
TCT
TIAA CREF Trust
Missouri
$165M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$356K
2
SS
Simplicity Solutions
Minnesota
$0
3
JFA
JNBA Financial Advisors
Minnesota
$20K
4
LC
Lubar & Co
Wisconsin
$5.76M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M -$5.55M -59,347 -23%
LNC
27
Lincoln National Corp
Pennsylvania
$16.1M +$3.33M +35,573 +26%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$15.5M +$1.93M +20,680 +14%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$14.8M +$2.52M +26,962 +21%
AA
30
ALPS Advisors
Colorado
$14.1M +$6.14M +65,583 +77%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$12.3M +$2.33M +24,875 +23%
SFG
32
Sage Financial Group
Pennsylvania
$11.8M +$673K +7,191 +6%
NYLIM
33
New York Life Investment Management
New York
$10.8M +$7.8M +83,415 +264%
PFA
34
Pure Financial Advisors
California
$10.5M +$221K +2,359 +2%
CA
35
Capital Advantage
California
$10.5M +$269K +2,879 +3%
SWM
36
SVA Wealth Management
Wisconsin
$10.4M -$102K -1,089 -1%
CWM
37
Cranbrook Wealth Management
Michigan
$10.3M -$859K -9,175 -8%
AWM
38
Avior Wealth Management
Nebraska
$10.2M +$31.5K +337 +0.3%
KFA
39
Kays Financial Advisory
Georgia
$9.61M +$407K +4,354 +4%
MA
40
MCF Advisors
Kentucky
$9.55M +$50.5K +540 +0.5%
MFS
41
MSI Financial Services
Massachusetts
$9.25M -$750K -8,019 -8%
SB
42
Suntrust Banks
Georgia
$9.09M +$983K +10,510 +12%
SEIA
43
Signature Estate & Investment Advisors
California
$8.95M -$320K -3,419 -3%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$8.75M +$1.34M +14,310 +18%
LNB
45
Ledyard National Bank
$8.48M -$214K -2,288 -2%
FPIS
46
Financial Planning & Information Services
Wisconsin
$8.07M +$1.38M +14,795 +21%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$7.68M +$570K +6,094 +8%
MCM
48
Manchester Capital Management
Vermont
$7.67M -$979K -10,457 -11%
BFA
49
Bragg Financial Advisors
North Carolina
$6.96M +$306K +3,266 +5%
EWA
50
Exencial Wealth Advisors
Oklahoma
$6.74M -$369K -4,042 -5%
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