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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$53.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$19.9M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$23.4M
2
Wells Fargo
Wells Fargo
California
-$15.5M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
101
Johanson Financial Advisors
California
$2.91M +$2.3M +22,529 +371%
TWA
102
Tillar-Wenstrup Advisors
Ohio
$2.9M +$208K +2,041 +8%
HCMT
103
Highland Capital Management (Tennessee)
Tennessee
$2.88M +$14.9K +146 +0.5%
WIC
104
Whitegate Investment Counselors
New Hampshire
$2.85M +$121K +1,191 +4%
IAA
105
Ironsides Asset Advisors
North Carolina
$2.76M -$2.28M -22,390 -45%
GP
106
Girard Partners
Pennsylvania
$2.65M +$154K +1,507 +6%
FIM
107
Freedom Investment Management
Connecticut
$2.64M +$73.8K +724 +3%
FHA
108
First Horizon Advisors
Tennessee
$2.59M -$753K -7,373 -23%
APSP
109
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.54M +$146K +1,436 +6%
VFA
110
Voya Financial Advisors
Connecticut
$2.5M +$673K +6,627 +37%
WA
111
WFG Advisors
Texas
$2.48M +$1.26M +12,337 +103%
SFM
112
Signet Financial Management
New Jersey
$2.47M +$998K +9,791 +68%
DE
113
Day & Ennis
Georgia
$2.47M -$252K -2,469 -9%
KF
114
Krilogy Financial
Missouri
$2.29M – – –
DC
115
Davenport & Co
Virginia
$2.28M +$59.3K +610 +3%
SHCM
116
Stokes & Hubbell Capital Management
Louisiana
$2.27M +$1.33M +13,046 +142%
BWL
117
Bogart Wealth LLC
Virginia
$2.22M +$887K +8,708 +67%
AB
118
Atlas Brown
Kentucky
$2.14M -$92.8K -910 -4%
RIA
119
Regal Investment Advisors
Michigan
$2.13M +$12.6K +124 +0.6%
FCI
120
Financial Counselors Inc
Kansas
$2.1M -$4.08K -40 -0.2%
SCM
121
SOL Capital Management
Maryland
$2.09M +$102K +1,000 +5%
MFW
122
Mosaic Family Wealth
Missouri
$2.07M -$234K -2,294 -10%
FA
123
FDx Advisors
Illinois
$2.05M +$757K +7,428 +59%
SI
124
SII Investments
Wisconsin
$1.97M +$307K +3,026 +18%
Citigroup
125
Citigroup
New York
$1.95M -$113K -1,112 -6%
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5
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