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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$164M
2
Betterment LLC
Betterment LLC
New York
$261M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29.8M
4
AIA
Arrow Investment Advisors
Maryland
$21.9M
5
Morgan Stanley
Morgan Stanley
New York
$223M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M
2
ZB
Zions Bancorporation
Utah
$17.4M
3
UBS Group
UBS Group
Switzerland
$112M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$2.13M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
26
Forte Capital
New York
$20.8M -$316K -3,253 -2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$18.6M +$3.16M +32,496 +21%
ZB
28
Zions Bancorporation
Utah
$17.4M -$3.06M -31,496 -15%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$17.3M +$4.54M +46,680 +35%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$17.3M +$1.22M +12,607 +8%
LNC
31
Lincoln National Corp
Pennsylvania
$16.9M +$185K +1,903 +1%
AA
32
ALPS Advisors
Colorado
$14.7M +$84.2K +866 +0.6%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M -$5.8M -59,709 -31%
AIA
34
Allegis Investment Advisors
Idaho
$12.6M +$8.09M +83,260 +178%
SFG
35
Sage Financial Group
Pennsylvania
$12.6M +$318K +3,269 +3%
AA
36
Advisory Alpha
Michigan
$11.6M +$11.6M +114,455 New
NYLIM
37
New York Life Investment Management
New York
$11.6M +$395K +4,065 +4%
CA
38
Capital Advantage
California
$11M +$118K +1,215 +1%
PFA
39
Pure Financial Advisors
California
$11M +$52.4K +539 +0.5%
PI
40
PHH Investments
Texas
$10.9M +$10.9M +109,373 New
Natixis Advisors
41
Natixis Advisors
Massachusetts
$10.6M +$4.27M +43,936 +67%
AWM
42
Avior Wealth Management
Nebraska
$10.6M +$32.6K +335 +0.3%
SWM
43
SVA Wealth Management
Wisconsin
$10.5M -$320K -3,295 -3%
SB
44
Suntrust Banks
Georgia
$10.4M +$932K +9,589 +10%
KFA
45
Kays Financial Advisory
Georgia
$10.1M +$138K +1,417 +1%
MA
46
MCF Advisors
Kentucky
$9.98M +$62.6K +644 +0.6%
CWM
47
Cranbrook Wealth Management
Michigan
$9.98M -$729K -7,504 -7%
MFS
48
MSI Financial Services
Massachusetts
$9.86M +$256K +2,638 +3%
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$9.25M +$158K +1,625 +2%
LNB
50
Ledyard National Bank
$9.17M +$371K +3,822 +4%
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