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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

214 hedge funds and large institutions have $1.7B invested in Vanguard Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.71%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.45%
New
34
Increased
94
Reduced
55
Closed
13
Calls
$928K
Puts
$1.08M
Net Calls
-$147K
Net Calls Change
+$1.21M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$51.4M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
GI
Gradient Investments
Minnesota
$11.7M
4
TCT
TIAA CREF Trust
Missouri
$68.2M
5
Bank of America
Bank of America
North Carolina
$142M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
Axa
Axa
France
$55.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$14.8M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$0
5
TRCT
Tower Research Capital (TRC)
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
126
Investment Centers of America
North Dakota
$754K -$205K -2,232 -21%
AIA
127
AIMZ Investment Advisors
California
$733K +$92 +1 +0%
ABC
128
Associated Banc-Corp
Wisconsin
$724K +$37.7K +410 +5%
ONB
129
Old National Bancorp
Indiana
$702K +$74.4K +809 +12%
FMII
130
Farmers & Merchants Investments Inc
Nebraska
$679K -$2.94K -32 -0.4%
ATC
131
Argent Trust Company
Louisiana
$642K +$52.4K +570 +9%
AIM
132
Acropolis Investment Management
Missouri
$623K +$623K +6,776 New
IH
133
IFC Holdings
Florida
$614K +$96.4K +1,060 +19%
HighTower Advisors
134
HighTower Advisors
Illinois
$571K -$17.2K -187 -3%
CAN
135
Cetera Advisor Networks
California
$570K -$243K -2,649 -30%
Barclays
136
Barclays
United Kingdom
$566K +$9.79K +108 +2%
AC
137
Alexandria Capital
Virginia
$561K – – –
MA
138
MUFG Americas
New York
$555K +$110K +1,198 +25%
DADC
139
D.A. Davidson & Co
Montana
$552K +$24K +262 +5%
DCM
140
Donaldson Capital Management
Indiana
$552K +$74.8K +814 +16%
FMWA
141
Forvis Mazars Wealth Advisors
Missouri
$551K +$551K +5,991 New
BRWA
142
B. Riley Wealth Advisors
Florida
$545K +$42.3K +460 +8%
UCFA
143
United Capital Financial Advisors
Texas
$533K +$533K +5,817 New
BFEC
144
Benjamin F. Edwards & Company
Missouri
$517K +$11.5K +125 +2%
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$504K -$6.81K -74 -1%
NCMW
146
Northern Capital Management (Wisconsin)
Wisconsin
$490K +$490K +5,335 New
RIA
147
Regal Investment Advisors
Michigan
$473K +$73.8K +803 +18%
CWM
148
Concert Wealth Management
California
$466K – – –
FPIS
149
Financial Planning & Information Services
Wisconsin
$431K +$30.6K +333 +8%
WI
150
WBI Investments
New Jersey
$415K -$33.3K -362 -7%
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