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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

178 hedge funds and large institutions have $1.39B invested in Vanguard Mid-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
5.17%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
21
Increased
81
Reduced
40
Closed
14
Calls
$976K
Puts
$628K
Net Calls
+$348K
Net Calls Change
-$652K

Top Buyers

1
AA
ALPS Advisors
Colorado
+$9.69M
2
TCT
TIAA CREF Trust
Missouri
+$7.98M
3
CHFS
Cobble Hill Financial Services
New Jersey
+$7.64M
4
CCMH
Cornerstone Capital Management Holdings
New York
+$6.95M
5
TAIM
TD Ameritrade Investment Management
Nebraska
+$6.08M

Top Sellers

1
WA
Waverly Advisors
Alabama
-$24.5M
2
LPL Financial
LPL Financial
California
-$9.37M
3
FIG
FundX Investment Group
California
-$8.61M
4
Jane Street
Jane Street
New York
-$6.36M
5
PSW
Portfolio Strategies (Washington)
Washington
-$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$445K +$228K +2,686 +105%
NFG
127
Next Financial Group
Texas
$441K +$441K +5,189 New
IH
128
IFC Holdings
Florida
$437K +$58K +688 +15%
RT
129
Reliance Trust
Georgia
$427K +$9.02K +106 +2%
SCA
130
Stillwater Capital Advisors
Pennsylvania
$423K +$19K +224 +5%
PFA
131
Paradigm Financial Advisors
Missouri
$370K -$4.83K -57 -1%
FPIS
132
Financial Planning & Information Services
Wisconsin
$370K +$109K +1,282 +42%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$337K – – –
ATC
134
Argent Trust Company
Louisiana
$321K +$17K +200 +6%
MC
135
Mathes Company
New York
$317K – – –
BRWA
136
B. Riley Wealth Advisors
Florida
$314K +$186K +2,186 +145%
Comerica Bank
137
Comerica Bank
Texas
$308K -$1.53K -18 -0.5%
DCM
138
Donaldson Capital Management
Indiana
$296K +$296K +3,486 New
OIA
139
Optimum Investment Advisors
Illinois
$285K -$10.2K -120 -3%
NES
140
New England Securities
New York
$283K +$46.4K +547 +20%
SSI
141
Scott & Selber Inc
Texas
$272K – – –
M&T Bank
142
M&T Bank
New York
$246K +$246K +2,888 New
CBU
143
CIBC Bank USA
Illinois
$243K -$3.57K -42 -1%
Truist Financial
144
Truist Financial
North Carolina
$243K – – –
VF
145
Virtu Financial
New York
$240K +$240K +2,830 New
WSTAM
146
Wilbanks Smith & Thomas Asset Management
Virginia
$239K -$12.7K -150 -5%
EAM
147
Evanson Asset Management
California
$233K – – –
WCM
148
Wisconsin Capital Management
Wisconsin
$216K – – –
SA
149
Strategic Advisors
New York
$215K – – –
WT
150
Whittier Trust
California
$210K – – –
4 5
6
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