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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$164M
2
Betterment LLC
Betterment LLC
New York
$261M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29.8M
4
AIA
Arrow Investment Advisors
Maryland
$21.9M
5
Morgan Stanley
Morgan Stanley
New York
$223M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M
2
ZB
Zions Bancorporation
Utah
$17.4M
3
UBS Group
UBS Group
Switzerland
$112M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$2.13M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDL
51
Well Done LLC
Michigan
$8.86M +$4.24M +43,583 +92%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$8.8M +$822K +8,457 +10%
FPIS
53
Financial Planning & Information Services
Wisconsin
$8.7M +$318K +3,273 +4%
SEIA
54
Signature Estate & Investment Advisors
California
$7.73M -$1.56M -16,041 -17%
BFA
55
Bragg Financial Advisors
North Carolina
$7.59M +$355K +3,656 +5%
RJA
56
Raymond James & Associates
Florida
$7.02M +$42.5K +437 +0.6%
EWA
57
Exencial Wealth Advisors
Oklahoma
$7.02M -$146K -1,505 -2%
MCM
58
Manchester Capital Management
Vermont
$6.51M -$1.46M -14,978 -18%
JFA
59
JNBA Financial Advisors
Minnesota
$6.39M +$6.36M +65,479 +30,598%
BTS
60
BB&T Securities
Virginia
$6.33M – – –
LC
61
Lubar & Co
Wisconsin
$5.98M – – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$5.97M +$229K +2,361 +4%
PAG
63
Private Advisor Group
New Jersey
$5.96M -$802K -8,127 -12%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$5.61M +$596K +6,130 +12%
AG
65
Advisor Group
Arizona
$5.52M +$1.05M +10,778 +23%
William Blair & Company
66
William Blair & Company
Illinois
$5.37M +$723K +7,436 +16%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$5.19M +$5.19M +53,404 New
ECM
68
ETrade Capital Management
Virginia
$5.08M -$104K -1,075 -2%
AMG
69
Asset Management Group
Connecticut
$5.08M +$237K +2,438 +5%
JIC
70
JRM Investment Counsel
Nebraska
$4.92M +$174K +1,790 +4%
IAA
71
Ironsides Asset Advisors
North Carolina
$4.81M +$1.98M +20,381 +70%
RJFSA
72
Raymond James Financial Services Advisors
Florida
$4.63M -$210K -2,166 -4%
SP
73
Symmetry Partners
Connecticut
$4.42M +$4.42M +45,505 New
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$4.3M +$124K +1,280 +3%
MA
75
MUFG Americas
New York
$4.24M +$934K +9,610 +28%
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