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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

178 hedge funds and large institutions have $1.39B invested in Vanguard Mid-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
5.17%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
21
Increased
81
Reduced
40
Closed
14
Calls
$976K
Puts
$628K
Net Calls
+$348K
Net Calls Change
-$652K

Top Buyers

1
AA
ALPS Advisors
Colorado
$9.69M
2
TCT
TIAA CREF Trust
Missouri
$43M
3
CHFS
Cobble Hill Financial Services
New Jersey
$7.64M
4
CCMH
Cornerstone Capital Management Holdings
New York
$17.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$160M

Top Sellers

1
WA
Waverly Advisors
Alabama
$32.4M
2
LPL Financial
LPL Financial
California
$27.3M
3
FIG
FundX Investment Group
California
$0
4
Jane Street
Jane Street
New York
$0
5
PSW
Portfolio Strategies (Washington)
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
101
Baird
Wisconsin
$814K -$1.7K -20 -0.2%
FFA
102
Fragasso Financial Advisors
Pennsylvania
$811K +$162K +1,907 +25%
SCM
103
SOL Capital Management
Maryland
$796K +$300K +3,535 +60%
HCM
104
Howland Capital Management
Massachusetts
$766K +$766K +9,020 New
CAL
105
Capital Advisors Ltd
Ohio
$740K -$2.97K -35 -0.4%
JFG
106
JMG Financial Group
Illinois
$740K +$30K +354 +4%
BBA
107
BLB&B Advisors
Pennsylvania
$735K -$59.4K -700 -7%
Deutsche Bank
108
Deutsche Bank
Germany
$733K +$283K +3,338 +63%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$724K +$52.2K +614 +8%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$721K +$193K +2,278 +37%
RH
111
Rayner & Haynor
California
$713K – – –
FA
112
FDx Advisors
Illinois
$679K +$64.2K +757 +10%
KWMG
113
King Wealth Management Group
Florida
$674K +$22.6K +266 +3%
CCA
114
Checchi Capital Advisers
California
$647K +$21.2K +250 +3%
FMII
115
Farmers & Merchants Investments Inc
Nebraska
$624K -$62.9K -741 -9%
ICAS
116
Investors Capital Advisory Services
Massachusetts
$615K +$22.6K +266 +4%
CWM
117
Concert Wealth Management
California
$609K -$4.49K -53 -0.7%
ABC
118
Associated Banc-Corp
Wisconsin
$585K +$51.4K +605 +10%
EWM
119
Elite Wealth Management
Washington
$581K -$37.4K -441 -6%
ONB
120
Old National Bancorp
Indiana
$534K +$534K +6,291 New
AC
121
Alexandria Capital
Virginia
$518K – – –
DADC
122
D.A. Davidson & Co
Montana
$495K -$64.6K -761 -12%
MA
123
MUFG Americas
New York
$490K +$14.9K +176 +3%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$462K -$431K -5,069 -48%
SI
125
SII Investments
Wisconsin
$459K -$5.6K -66 -1%
3 4
5
6 7