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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

124 hedge funds and large institutions have $879M invested in Vanguard Mid-Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+13
Holders Change %
+11.71%
% of All Funds
4.02%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
22
Increased
59
Reduced
24
Closed
6
Calls
$4.2M
Puts
$286K
Net Calls
+$3.91M
Net Calls Change
+$889K

Top Buyers

1
SNC
1
Stifel Nicolaus & Co
Missouri
$11.6M
2
U
2
UBS
Switzerland
$59.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$7.77M
4
Citigroup
4
Citigroup
New York
$8.35M
5
Wells Fargo
5
Wells Fargo
California
$39.5M

Top Sellers

1
QA
1
Quantitative Advantage
Minnesota
$2.16M
2
MAA
2
Managed Account Advisors
New Jersey
$34.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$90.8M
4
TH
4
Timber Hill
Connecticut
$0
5
ECAM
5
East Coast Asset Management
Massachusetts
$2.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
101
Reliance Trust
Georgia
$232K -$16.1K -220 -6%
B
102
Baird
Wisconsin
$228K +$228K +3,112 New
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$226K – – –
WT
104
Whittier Trust
California
$225K – – –
Truist Financial
105
Truist Financial
North Carolina
$210K +$210K +2,864 New
CCM
106
Covington Capital Management
California
$203K +$203K +2,776 New
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$202K +$10K +137 +5%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$171K +$12.4K +169 +8%
RIA
109
Regal Investment Advisors
Michigan
$149K +$23.1K +315 +18%
WA
110
WFG Advisors
Texas
$139K – – –
MA
111
MCF Advisors
Kentucky
$137K – – –
EFSCE
112
Enterprise Financial Services Corp (EFSC)
Missouri
$113K – – –
NES
113
New England Securities
New York
$79K – – –
Brown Advisory
114
Brown Advisory
Maryland
$76K +$76K +1,036 New
DWA
115
Dorsey Wright & Associates
California
$65.1K -$273 -3,700 -0.4%
RFA
116
Reilly Financial Advisors
California
$62K – – –
1IC
117
1919 Investment Counsel
Maryland
$50K – – –
DSC
118
Duncker Streett & Co
Missouri
$40K – – –
FWM
119
Focused Wealth Management
New York
$34K +$34K +461 New
WCM
120
Windsor Capital Management
Arizona
$28K +$26.5K +362 +1,724%
LIA
121
LS Investment Advisors
Michigan
$19K – – –
MA
122
MUFG Americas
New York
$12K – – –
US Bancorp
123
US Bancorp
Minnesota
$7K – – –
EWM
124
Evercore Wealth Management
New York
$5K – – –
M&T Bank
125
M&T Bank
New York
$3K +$3K +39 New
2 3 4
5
6