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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$53.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$19.9M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$23.4M
2
Wells Fargo
Wells Fargo
California
-$15.5M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
26
Arrow Investment Advisors
Maryland
$21.5M -$1.49M -14,594 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$20.9M +$2.72M +26,665 +15%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$20.3M +$820K +8,041 +4%
FC
29
Forte Capital
New York
$20.1M -$1.62M -15,885 -7%
PI
30
PHH Investments
Texas
$19.5M +$7.99M +76,132 +70%
LNC
31
Lincoln National Corp
Pennsylvania
$18.9M +$1.2M +11,754 +7%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$17.8M -$358K -3,508 -2%
ZB
33
Zions Bancorporation
Utah
$17.4M -$851K -8,351 -5%
AIA
34
Allegis Investment Advisors
Idaho
$16.7M +$3.4M +33,380 +26%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$16.1M +$4.99M +48,942 +45%
AA
36
ALPS Advisors
Colorado
$15.1M -$328K -3,219 -2%
SFG
37
Sage Financial Group
Pennsylvania
$13.1M -$67.7K -664 -0.5%
SB
38
Suntrust Banks
Georgia
$12.9M +$2M +19,634 +18%
AA
39
Advisory Alpha
Michigan
$11.7M +$18.6K +182 +0.2%
KFA
40
Kays Financial Advisory
Georgia
$11.7M +$1.06M +10,427 +10%
AWM
41
Avior Wealth Management
Nebraska
$11.6M +$458K +4,495 +4%
CA
42
Capital Advantage
California
$11.6M +$6.32K +62 +0.1%
PFA
43
Pure Financial Advisors
California
$11.5M -$3.77K -37 -0%
WDL
44
Well Done LLC
Michigan
$11.3M +$2.03M +19,875 +22%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$11.2M +$2M +19,578 +22%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$11.1M +$1.42M +13,959 +15%
SWM
47
SVA Wealth Management
Wisconsin
$10.7M -$264K -2,587 -2%
MA
48
MCF Advisors
Kentucky
$10.5M +$46.5K +456 +0.4%
CWM
49
Cranbrook Wealth Management
Michigan
$10.2M -$228K -2,233 -2%
LNB
50
Ledyard National Bank
$10.1M +$442K +4,335 +5%
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