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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

268 hedge funds and large institutions have $2.38B invested in Vanguard Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
7.16%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
33
Increased
109
Reduced
90
Closed
14
Calls
$1.7M
Puts
$1.09M
Net Calls
+$609K
Net Calls Change
+$591K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$91.7M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$56.8M
3
Betterment LLC
Betterment LLC
New York
+$32.5M
4
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$22.5M
5
Bessemer Group
Bessemer Group
New Jersey
+$20.3M

Top Sellers

1
LPL Financial
LPL Financial
California
-$79M
2
Bank of America
Bank of America
North Carolina
-$67.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$33M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
101
Highland Capital Management (Tennessee)
Tennessee
$2.2M +$182K +2,047 +9%
KF
102
Krilogy Financial
Missouri
$2.2M -$92.1K -1,034 -4%
PAI
103
Pittenger & Anderson Inc
Nebraska
$2.17M +$43.6K +489 +2%
KL
104
KWMG LLC
Kansas
$2.1M +$321K +3,608 +18%
TWA
105
Tillar-Wenstrup Advisors
Ohio
$2.07M +$2.07M +23,283 New
CG
106
Colony Group
Massachusetts
$2M +$145K +1,628 +8%
NFG
107
Noven Financial Group
Colorado
$1.99M -$7.57K -85 -0.4%
AB
108
Atlas Brown
Kentucky
$1.98M -$59.1K -663 -3%
FAAS
109
First Allied Advisory Services
California
$1.89M +$123K +1,379 +7%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$1.86M -$92.8K -1,042 -5%
DC
111
Davenport & Co
Virginia
$1.84M +$18.7K +210 +1%
GWM
112
Greenwich Wealth Management
Connecticut
$1.67M +$64.6K +725 +4%
RIA
113
Regal Investment Advisors
Michigan
$1.66M +$142K +1,600 +9%
SCM
114
SOL Capital Management
Maryland
$1.63M -$4.45K -50 -0.3%
Citigroup
115
Citigroup
New York
$1.6M -$86.7K -973 -5%
Goldman Sachs
116
Goldman Sachs
New York
$1.54M -$500K -5,613 -25%
RCG
117
Ruggie Capital Group
Florida
$1.54M -$97.2K -1,091 -6%
HWP
118
Hefty Wealth Partners
Indiana
$1.48M -$301K -3,381 -17%
Vanguard Group
119
Vanguard Group
Pennsylvania
$1.38M -$29.6M -332,087 -96%
DADC
120
D.A. Davidson & Co
Montana
$1.25M +$101K +1,131 +9%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$1.25M -$103K -1,147 -8%
SPC
122
Sigma Planning Corp
Michigan
$1.24M -$531K -5,955 -30%
CWM
123
Concert Wealth Management
California
$1.22M +$127K +1,418 +12%
CAL
124
Capital Analysts LLC
Pennsylvania
$1.17M -$361K -4,053 -24%
JFA
125
Johanson Financial Advisors
California
$1.14M +$32.4K +362 +3%
3 4
5
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