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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

417 hedge funds and large institutions have $3.95B invested in Vanguard Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 167 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+63
Holders Change %
+17.8%
% of All Funds
9.47%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.77%
New
85
Increased
167
Reduced
102
Closed
21
Calls
$745K
Puts
$926K
Net Calls
-$181K
Net Calls Change
-$825K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$119M
2
ACM
AlphaStar Capital Management
North Carolina
+$10.8M
3
WA
Waverly Advisors
Alabama
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$10.1M
5
TF
TIAA FSB
Florida
+$8.84M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$62M
2
CCM
Condor Capital Management
New Jersey
-$25.2M
3
AA
Advisory Alpha
Michigan
-$13.2M
4
PFA
Pure Financial Advisors
California
-$13.2M
5
AIA
Allegis Investment Advisors
Idaho
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$25.7M +$281K +2,515 +1%
LNC
27
Lincoln National Corp
Pennsylvania
$22.9M +$3M +26,862 +15%
FC
28
Forte Capital
New York
$22.8M -$83.6K -749 -0.4%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$22.3M -$830K -7,441 -4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$19.4M -$709K -6,359 -4%
SB
31
Suntrust Banks
Georgia
$18.9M +$1.75M +15,685 +10%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$15.9M +$1.6M +14,297 +11%
William Blair & Company
33
William Blair & Company
Illinois
$15.6M +$3.75M +33,633 +32%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$15M -$2.94M -26,320 -16%
NYLIM
35
New York Life Investment Management
New York
$14.9M -$3.93M -35,188 -21%
MIS
36
Morningstar Investment Services
Illinois
$14.7M -$2.08M -18,650 -12%
KFA
37
Kays Financial Advisory
Georgia
$14.6M +$719K +6,440 +5%
SFG
38
Sage Financial Group
Pennsylvania
$14.6M -$10.8K -97 -0.1%
MD
39
Money Design
Japan
$13.8M +$2.63M +23,573 +24%
WDL
40
Well Done LLC
Michigan
$13.5M +$240K +2,148 +2%
CA
41
Capital Advantage
California
$13.2M -$22.1K -198 -0.2%
AWM
42
Avior Wealth Management
Nebraska
$12.3M +$94.2K +844 +0.8%
PI
43
PHH Investments
Texas
$12M +$1.17M +10,480 +11%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$11.8M +$212K +1,898 +2%
FPIS
45
Financial Planning & Information Services
Wisconsin
$11.7M +$264K +2,370 +2%
MA
46
MCF Advisors
Kentucky
$11.7M +$70.1K +628 +0.6%
BWM
47
Brickley Wealth Management
California
$11.3M +$11.3M +101,539 New
SWM
48
SVA Wealth Management
Wisconsin
$11M -$515K -4,613 -4%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$10.9M -$623K -5,586 -5%
ACM
50
AlphaStar Capital Management
North Carolina
$10.8M +$10.8M +96,603 New
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