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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

424 hedge funds and large institutions have $4.11B invested in Vanguard Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+7
Holders Change %
+1.68%
% of All Funds
9.73%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
49
Increased
180
Reduced
129
Closed
40
Calls
$2.19M
Puts
$1.04M
Net Calls
+$1.15M
Net Calls Change
+$1.33M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$65.9M
2
Betterment LLC
Betterment LLC
New York
+$62.1M
3
Wells Fargo
Wells Fargo
California
+$34.7M
4
CCM
Condor Capital Management
New Jersey
+$24.5M
5
Stifel Financial
Stifel Financial
Missouri
+$17.3M

Top Sellers

1
Axa
Axa
France
-$16.9M
2
LNC
Lincoln National Corp
Pennsylvania
-$12.1M
3
ACM
AlphaStar Capital Management
North Carolina
-$10.2M
4
ZB
Zions Bancorporation
Utah
-$9.22M
5
TSS
Two Sigma Securities
New York
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$26.6M +$1.35M +12,346 +5%
CCM
27
Condor Capital Management
New Jersey
$24.5M +$24.5M +223,659 New
Natixis Advisors
28
Natixis Advisors
Massachusetts
$24.4M +$2.51M +22,987 +11%
FC
29
Forte Capital
New York
$22.1M -$214K -1,955 -1%
MD
30
Money Design
Japan
$21.2M +$7.67M +70,132 +57%
SB
31
Suntrust Banks
Georgia
$19.3M +$740K +6,764 +4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$17.2M -$1.83M -16,737 -10%
William Blair & Company
33
William Blair & Company
Illinois
$17M +$1.73M +15,827 +11%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$16.1M +$455K +4,158 +3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$16.1M +$1.53M +14,072 +10%
MIS
36
Morningstar Investment Services
Illinois
$15.1M +$742K +6,787 +5%
SFG
37
Sage Financial Group
Pennsylvania
$14.6M +$222K +2,026 +2%
KFA
38
Kays Financial Advisory
Georgia
$14.2M -$132K -1,207 -0.9%
KTM
39
Keeler Thomas Management
Utah
$14.2M +$14.2M +107,809 New
WDL
40
Well Done LLC
Michigan
$13.9M +$709K +6,486 +5%
CA
41
Capital Advantage
California
$12.9M -$49.9K -456 -0.4%
NYLIM
42
New York Life Investment Management
New York
$12.4M -$2.15M -19,658 -15%
MSL
43
Mackay Shields LLC
New York
$12.4M +$12.4M +113,693 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$12.4M +$1.72M +15,710 +16%
AWM
45
Avior Wealth Management
Nebraska
$12M -$27.2K -249 -0.2%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$11.6M -$48.5K -443 -0.4%
MA
47
MCF Advisors
Kentucky
$11.5M +$53.5K +489 +0.5%
FPIS
48
Financial Planning & Information Services
Wisconsin
$11M -$501K -4,577 -4%
SWM
49
SVA Wealth Management
Wisconsin
$10.9M +$487K +4,613 +5%
BWM
50
Brickley Wealth Management
California
$10.7M -$416K -3,806 -4%
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