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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$164M
2
Betterment LLC
Betterment LLC
New York
$261M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29.8M
4
AIA
Arrow Investment Advisors
Maryland
$21.9M
5
Morgan Stanley
Morgan Stanley
New York
$223M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M
2
ZB
Zions Bancorporation
Utah
$17.4M
3
UBS Group
UBS Group
Switzerland
$112M
4
OBWP
O'Brien Wealth Partners
Massachusetts
$2.13M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
101
Leavell Investment Management
Alabama
$2.75M +$27.3K +281 +1%
HCMT
102
Highland Capital Management (Tennessee)
Tennessee
$2.73M +$107K +1,100 +4%
Comerica Bank
103
Comerica Bank
Texas
$2.61M +$1.37M +13,895 +110%
WIC
104
Whitegate Investment Counselors
New Hampshire
$2.6M +$4.86K +50 +0.2%
DE
105
Day & Ennis
Georgia
$2.6M +$64.3K +662 +3%
TWA
106
Tillar-Wenstrup Advisors
Ohio
$2.56M +$347K +3,570 +16%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$2.5M +$1.1M +11,333 +79%
FIM
108
Freedom Investment Management
Connecticut
$2.44M -$51.9K -534 -2%
GP
109
Girard Partners
Pennsylvania
$2.38M +$492K +5,065 +26%
KF
110
Krilogy Financial
Missouri
$2.29M -$89.7K -923 -4%
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.28M -$123K -1,261 -5%
DC
112
Davenport & Co
Virginia
$2.22M +$132K +1,360 +6%
MFW
113
Mosaic Family Wealth
Missouri
$2.2M -$44.2K -455 -2%
Vanguard Group
114
Vanguard Group
Pennsylvania
$2.17M +$1.64M +16,928 +311%
OBWP
115
O'Brien Wealth Partners
Massachusetts
$2.13M -$2.87M -29,563 -57%
AB
116
Atlas Brown
Kentucky
$2.05M – – –
RIA
117
Regal Investment Advisors
Michigan
$2.01M +$112K +1,152 +6%
FCI
118
Financial Counselors Inc
Kansas
$2.01M +$2.01M +20,659 New
Citigroup
119
Citigroup
New York
$1.96M +$253K +2,608 +15%
SCM
120
SOL Capital Management
Maryland
$1.9M +$19.4K +200 +1%
VFA
121
Voya Financial Advisors
Connecticut
$1.76M -$510K -5,235 -23%
GWM
122
Greenwich Wealth Management
Connecticut
$1.76M -$46.4K -477 -3%
CFA
123
Camarda Financial Advisors
Florida
$1.74M -$236K -2,424 -12%
DADC
124
D.A. Davidson & Co
Montana
$1.73M +$20.3K +209 +1%
FAAS
125
First Allied Advisory Services
California
$1.71M +$18.3K +188 +1%
3 4
5
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