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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

217 hedge funds and large institutions have $1.82B invested in Vanguard Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
5.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
23
Increased
106
Reduced
47
Closed
16
Calls
$971K
Puts
$1.25M
Net Calls
-$281K
Net Calls Change
-$134K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$77.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$194M
3
SE
Summit Equities
New Jersey
$19.3M
4
LC
Lubar & Co
Wisconsin
$14.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$188M

Top Sellers

1
OAJ
Ogorek Anthony Joseph
New York
$11.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
$0
3
SG Americas Securities
SG Americas Securities
New York
$111K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
101
National Planning Corporation
California
$1.44M +$336K +3,677 +30%
DC
102
Davenport & Co
Virginia
$1.44M -$72.9K -805 -5%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$1.43M +$1.43M +15,783 New
Northern Trust
104
Northern Trust
Illinois
$1.38M +$67K +740 +5%
CG
105
Colony Group
Massachusetts
$1.35M -$790K -8,721 -37%
APSP
106
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.12M +$1.12M +12,379 New
CS
107
Credit Suisse
Switzerland
$1.12M -$2.15M -23,775 -66%
VFA
108
Voya Financial Advisors
Connecticut
$1.11M +$184K +2,033 +20%
RBC
109
Ronald Blue & Co
Georgia
$1.07M – – –
SFG
110
Sage Financial Group
Pennsylvania
$1.06M +$85K +939 +9%
CWM
111
Concert Wealth Management
California
$1.03M +$19.5K +215 +2%
Citadel Advisors
112
Citadel Advisors
Florida
$1.03M +$1.03M +11,354 New
CA
113
Cetera Advisors
Colorado
$1.02M +$131K +1,435 +15%
SPC
114
Sigma Planning Corp
Michigan
$1.01M +$187K +2,062 +23%
ST
115
Smithfield Trust
Pennsylvania
$979K +$24.4K +270 +3%
BP
116
Ballentine Partners
Massachusetts
$972K – – –
Mariner
117
Mariner
Kansas
$966K +$966K +10,667 New
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$951K +$74.7K +825 +9%
KFA
119
Kays Financial Advisory
Georgia
$948K – – –
NAMP
120
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$942K +$19.9K +220 +2%
JFG
121
JMG Financial Group
Illinois
$865K +$12.1K +134 +1%
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$846K -$1.09K -12 -0.1%
KWMG
123
King Wealth Management Group
Florida
$826K +$45.7K +505 +6%
HCM
124
Howland Capital Management
Massachusetts
$817K – – –
FA
125
FDx Advisors
Illinois
$808K +$65.3K +721 +9%
3 4
5
6 7