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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

354 hedge funds and large institutions have $3.56B invested in Vanguard Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+5
Holders Change %
+1.43%
% of All Funds
8.84%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
33
Increased
158
Reduced
105
Closed
26
Calls
$1.15M
Puts
$507K
Net Calls
+$644K
Net Calls Change
+$177K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$440M
2
TF
TIAA FSB
Florida
$235M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$13.6M
4
Bank of America
Bank of America
North Carolina
$224M
5
Morgan Stanley
Morgan Stanley
New York
$280M

Top Sellers

1
NYLIM
New York Life Investment Management
New York
$17.8M
2
AssetMark Inc
AssetMark Inc
California
$30.3M
3
TAT
TD Ameritrade Trust
Colorado
$0
4
EC
Estate Counselors
Wisconsin
$0
5
UBS Group
UBS Group
Switzerland
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$24.1M -$172K -1,632 -0.7%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$21.9M +$554K +5,247 +3%
FC
28
Forte Capital
New York
$21.6M +$311K +2,945 +1%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$19M -$93.3K -883 -0.5%
LNC
30
Lincoln National Corp
Pennsylvania
$18.8M +$1.39M +13,161 +8%
NYLIM
31
New York Life Investment Management
New York
$17.8M -$17.5M -165,536 -50%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$16.9M -$5.55M -52,491 -25%
SB
33
Suntrust Banks
Georgia
$16.2M +$1.64M +15,553 +11%
MIS
34
Morningstar Investment Services
Illinois
$15.9M -$6.56M -62,074 -29%
SFG
35
Sage Financial Group
Pennsylvania
$13.9M -$210K -1,988 -1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$13.6M +$7.18M +67,976 +112%
AA
37
Advisory Alpha
Michigan
$13.2M +$439K +4,128 +3%
KFA
38
Kays Financial Advisory
Georgia
$13.2M +$631K +5,977 +5%
PFA
39
Pure Financial Advisors
California
$13.2M +$588K +5,565 +5%
AIA
40
Allegis Investment Advisors
Idaho
$13.1M +$1.38M +13,068 +12%
WDL
41
Well Done LLC
Michigan
$12.5M +$236K +2,230 +2%
CA
42
Capital Advantage
California
$12.5M +$322K +3,050 +3%
AWM
43
Avior Wealth Management
Nebraska
$11.6M +$413K +3,910 +4%
William Blair & Company
44
William Blair & Company
Illinois
$11.2M +$3.2M +30,308 +40%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$11M -$473K -4,475 -4%
MA
46
MCF Advisors
Kentucky
$11M +$50.4K +477 +0.5%
ZB
47
Zions Bancorporation
Utah
$11M -$6.18M -58,544 -36%
SWM
48
SVA Wealth Management
Wisconsin
$10.9M -$143K -1,351 -1%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$10.9M +$666K +6,302 +7%
FPIS
50
Financial Planning & Information Services
Wisconsin
$10.8M +$517K +4,896 +5%
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