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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

217 hedge funds and large institutions have $1.82B invested in Vanguard Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
5.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
23
Increased
106
Reduced
47
Closed
16
Calls
$971K
Puts
$1.25M
Net Calls
-$281K
Net Calls Change
-$134K

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$77.2M
2
TAIM
2
TD Ameritrade Investment Management
Nebraska
$194M
3
SE
3
Summit Equities
New Jersey
$19.3M
4
LC
4
Lubar & Co
Wisconsin
$14.8M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$188M

Top Sellers

1
OAJ
1
Ogorek Anthony Joseph
New York
$11.2M
2
EWA
2
Exencial Wealth Advisors
Oklahoma
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$111K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
126
Capital Advisors Ltd
Ohio
$790K – – –
BBA
127
BLB&B Advisors
Pennsylvania
$775K – – –
ABC
128
Associated Banc-Corp
Wisconsin
$735K +$21.3K +235 +3%
ICOA
129
Investment Centers of America
North Dakota
$729K -$13.9K -154 -2%
AIM
130
Acropolis Investment Management
Missouri
$724K +$110K +1,219 +18%
AIA
131
AIMZ Investment Advisors
California
$723K – – –
DADC
132
D.A. Davidson & Co
Montana
$698K +$153K +1,693 +28%
DCM
133
Donaldson Capital Management
Indiana
$659K +$115K +1,272 +21%
ONB
134
Old National Bancorp
Indiana
$652K -$39.4K -435 -6%
FMII
135
Farmers & Merchants Investments Inc
Nebraska
$644K -$26K -287 -4%
CCA
136
Checchi Capital Advisers
California
$638K -$229K -2,524 -26%
IH
137
IFC Holdings
Florida
$618K -$4.34K -47 -0.7%
MA
138
MUFG Americas
New York
$615K +$68.4K +756 +13%
FPIS
139
Financial Planning & Information Services
Wisconsin
$575K +$150K +1,662 +35%
CAN
140
Cetera Advisor Networks
California
$571K – – –
UCFA
141
United Capital Financial Advisors
Texas
$571K +$43.9K +484 +8%
Barclays
142
Barclays
United Kingdom
$566K +$3.34K +37 +0.6%
Millennium Management
143
Millennium Management
New York
$562K -$371K -4,098 -40%
RIA
144
Regal Investment Advisors
Michigan
$555K +$89.3K +987 +19%
HighTower Advisors
145
HighTower Advisors
Illinois
$554K -$8.51K -94 -2%
AC
146
Alexandria Capital
Virginia
$552K – – –
BFEC
147
Benjamin F. Edwards & Company
Missouri
$552K +$42K +463 +8%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$543K – – –
MGIA
149
Moneta Group Investment Advisors
Missouri
$503K +$503K +5,555 New
CBU
150
CIBC Bank USA
Illinois
$498K +$149K +1,643 +43%
4 5
6
7 8