VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

349 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
8.71%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.72%
New
42
Increased
152
Reduced
105
Closed
27
Calls
$807K
Puts
$340K
Net Calls
+$467K
Net Calls Change
+$196K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$383M
2
LPL Financial
LPL Financial
California
$47.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$30.3M
4
Morgan Stanley
Morgan Stanley
New York
$268M
5
NYLIM
New York Life Investment Management
New York
$34.4M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$185M
2
Bank of America
Bank of America
North Carolina
$212M
3
AIA
Arrow Investment Advisors
Maryland
$0
4
MIS
Morningstar Investment Services
Illinois
$21.8M
5
PI
PHH Investments
Texas
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$23.6M -$82.6K -803 -0.3%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$23.6M +$3.14M +30,505 +15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$21.9M +$812K +7,897 +4%
MIS
29
Morningstar Investment Services
Illinois
$21.8M -$15.3M -148,945 -41%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$20.8M +$4.5M +43,719 +28%
FC
31
Forte Capital
New York
$20.8M +$436K +4,238 +2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$18.6M +$613K +5,958 +3%
LNC
33
Lincoln National Corp
Pennsylvania
$17M -$2.09M -20,289 -11%
ZB
34
Zions Bancorporation
Utah
$16.7M -$792K -7,703 -5%
SB
35
Suntrust Banks
Georgia
$14.2M +$1.22M +11,908 +9%
SFG
36
Sage Financial Group
Pennsylvania
$13.7M +$469K +4,563 +4%
AA
37
Advisory Alpha
Michigan
$12.6M +$570K +5,453 +5%
PFA
38
Pure Financial Advisors
California
$12.2M +$627K +6,099 +5%
KFA
39
Kays Financial Advisory
Georgia
$12.2M +$444K +4,313 +4%
WDL
40
Well Done LLC
Michigan
$12M +$544K +5,288 +5%
CA
41
Capital Advantage
California
$11.9M +$187K +1,819 +2%
AIA
42
Allegis Investment Advisors
Idaho
$11.4M -$5.41M -52,591 -32%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$11.2M -$37K -360 -0.3%
AWM
44
Avior Wealth Management
Nebraska
$10.8M -$855K -8,311 -7%
SWM
45
SVA Wealth Management
Wisconsin
$10.8M -$46.5K -452 -0.4%
MA
46
MCF Advisors
Kentucky
$10.7M +$47.5K +462 +0.4%
FPIS
47
Financial Planning & Information Services
Wisconsin
$10M +$537K +5,225 +6%
CWM
48
Cranbrook Wealth Management
Michigan
$10M -$335K -3,256 -3%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$9.93M -$1.4M -13,585 -12%
PAG
50
Private Advisor Group
New Jersey
$9.43M -$288K -2,790 -3%
1
2
3 4 5