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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

141 hedge funds and large institutions have $1.16B invested in Vanguard Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
4.1%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
29
Increased
64
Reduced
30
Closed
11
Calls
$1.18M
Puts
$351K
Net Calls
+$830K
Net Calls Change
-$3.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$55.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.7M
3
MA
3
MCF Advisors
Kentucky
$9.94M
4
Morgan Stanley
4
Morgan Stanley
New York
$107M
5
FIG
5
FundX Investment Group
California
$9.37M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$305K
2
Citigroup
2
Citigroup
New York
$1.12M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.18M
4
DS
4
DRW Securities
Illinois
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$809K -$110K -1,375 -12%
William Blair & Company
77
William Blair & Company
Illinois
$798K +$101K +1,262 +14%
SFG
78
Sage Financial Group
Pennsylvania
$791K +$791K +9,915 New
V
79
Veritable
Delaware
$772K – – –
ST
80
Smithfield Trust
Pennsylvania
$768K +$41.9K +525 +6%
AIG
81
American International Group
New York
$735K +$19.3K +242 +3%
RH
82
Rayner & Haynor
California
$734K +$734K +9,200 New
HighTower Advisors
83
HighTower Advisors
Illinois
$730K +$730K +9,152 New
JFG
84
JMG Financial Group
Illinois
$666K – – –
FAAS
85
First Allied Advisory Services
California
$642K -$32.7K -408 -5%
CS
86
Credit Suisse
Switzerland
$623K +$96.7K +1,212 +18%
FHA
87
First Horizon Advisors
Tennessee
$616K +$2.86K +36 +0.5%
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$615K +$33.3K +418 +6%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$596K -$19.7K -247 -3%
CAL
90
Capital Advisors Ltd
Ohio
$579K +$579K +7,254 New
PI
91
Placemark Investments
Illinois
$578K +$57.1K +715 +11%
CAN
92
Cetera Advisor Networks
California
$566K +$19.7K +246 +4%
RBC
93
Ronald Blue & Co
Georgia
$565K +$97.2K +1,219 +21%
DADC
94
D.A. Davidson & Co
Montana
$538K +$48.2K +605 +10%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$532K +$83K +1,038 +18%
CCA
96
Checchi Capital Advisers
California
$528K +$528K +6,612 New
MA
97
MUFG Americas
New York
$522K +$509K +6,385 +4,016%
KWMG
98
King Wealth Management Group
Florida
$522K +$243K +3,041 +87%
WA
99
WESPAC Advisors
California
$515K -$112K -1,400 -18%
ICAS
100
Investors Capital Advisory Services
Massachusetts
$478K +$131K +1,650 +38%
2 3
4
5 6