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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 %
LNB
51
Ledyard National Bank
$9.43M -$723K -7,025 -7%
PI
52
PHH Investments
Texas
$9.36M -$9.72M -94,529 -51%
TAT
53
TD Ameritrade Trust
Colorado
$9.12M +$9.12M +102,830 New
EC
54
Estate Counselors
Wisconsin
$8.84M +$8.84M +85,930 New
RJA
55
Raymond James & Associates
Florida
$8.71M +$391K +3,805 +5%
AA
56
ALPS Advisors
Colorado
$8.7M -$6.52M -63,417 -43%
BFA
57
Bragg Financial Advisors
North Carolina
$8.49M +$385K +3,742 +5%
SEIA
58
Signature Estate & Investment Advisors
California
$8.17M -$257K -2,497 -3%
William Blair & Company
59
William Blair & Company
Illinois
$7.82M +$948K +9,220 +14%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$7.48M -$110K -1,065 -1%
BTS
61
BB&T Securities
Virginia
$7.39M +$2.77M +26,885 +60%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$7.09M +$3.01M +29,301 +74%
SP
63
Symmetry Partners
Connecticut
$7.06M +$1.18M +11,492 +20%
ONB
64
Old National Bancorp
Indiana
$7.05M +$602K +5,850 +9%
EWA
65
Exencial Wealth Advisors
Oklahoma
$6.83M -$214K -2,081 -3%
AG
66
Advisor Group
Arizona
$6.62M -$243K -2,366 -4%
MCM
67
Manchester Capital Management
Vermont
$6.52M -$314K -3,051 -5%
LC
68
Lubar & Co
Wisconsin
$6.33M – – –
JFA
69
JNBA Financial Advisors
Minnesota
$6.33M -$110K -1,066 -2%
MA
70
MUFG Americas
New York
$6.25M +$248K +2,408 +4%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$6.22M +$6.22M +60,492 New
KL
72
KWMG LLC
Kansas
$5.73M +$539K +5,235 +10%
NFG
73
NewFocus Financial Group
Washington
$5.71M +$5.71M +55,516 New
AMG
74
Asset Management Group
Connecticut
$5.36M +$236K +2,291 +5%
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
$5.33M -$71.7K -697 -1%
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