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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

222 hedge funds and large institutions have $1.77B invested in Vanguard Mid-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
6.2%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.61%
New
23
Increased
100
Reduced
62
Closed
17
Calls
–
Puts
$2.83M
Net Calls
-$2.83M
Net Calls Change
-$2.55M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$160M
2
NYLIM
New York Life Investment Management
New York
$26.5M
3
Betterment LLC
Betterment LLC
New York
$83.9M
4
TCT
TIAA CREF Trust
Missouri
$83.1M
5
UBS Group
UBS Group
Switzerland
$82.4M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$171M
3
IFA
Interactive Financial Advisors
Illinois
$0
4
LC
Lubar & Co
Wisconsin
$10.8M
5
TRCT
Tower Research Capital (TRC)
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
101
Baird Financial Group
Wisconsin
$1.52M +$202K +2,428 +15%
William Blair & Company
102
William Blair & Company
Illinois
$1.5M -$139K -1,675 -9%
NPC
103
National Planning Corporation
California
$1.46M +$50.9K +570 +4%
SFG
104
Sage Financial Group
Pennsylvania
$1.45M +$480K +5,761 +49%
AF
105
Allworth Financial
California
$1.42M – – –
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.41M +$1.22M +14,625 +624%
EWM
107
Elite Wealth Management
Washington
$1.39M -$184K -2,212 -12%
FAAS
108
First Allied Advisory Services
California
$1.33M -$35.6K -429 -3%
DC
109
Davenport & Co
Virginia
$1.3M -$17.9K -215 -1%
MWM
110
Merriman Wealth Management
Washington
$1.22M +$1.22M +14,606 New
CS
111
Credit Suisse
Switzerland
$1.19M +$162K +1,943 +16%
VFA
112
Voya Financial Advisors
Connecticut
$1.13M +$131K +1,606 +13%
FPIS
113
Financial Planning & Information Services
Wisconsin
$1.02M +$486K +5,844 +92%
RBC
114
Ronald Blue & Co
Georgia
$984K – – –
ST
115
Smithfield Trust
Pennsylvania
$933K +$33.1K +398 +4%
FIM
116
Freedom Investment Management
Connecticut
$894K -$368K -6,846 -29%
BP
117
Ballentine Partners
Massachusetts
$893K – – –
RIA
118
Regal Investment Advisors
Michigan
$879K +$368K +4,427 +72%
KFA
119
Kays Financial Advisory
Georgia
$871K – – –
NAMP
120
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$866K – – –
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$846K -$28.1K -337 -3%
MA
122
MUFG Americas
New York
$844K +$279K +3,347 +49%
SPC
123
Sigma Planning Corp
Michigan
$831K -$95.3K -1,144 -10%
KL
124
KWMG LLC
Kansas
$814K +$421K +5,066 +107%
DADC
125
D.A. Davidson & Co
Montana
$804K +$162K +1,951 +25%
3 4
5
6 7