VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

222 hedge funds and large institutions have $1.77B invested in Vanguard Mid-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
6.2%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.61%
New
23
Increased
100
Reduced
62
Closed
17
Calls
–
Puts
$2.83M
Net Calls
-$2.83M
Net Calls Change
-$2.55M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$160M
2
NYLIM
New York Life Investment Management
New York
$26.5M
3
Betterment LLC
Betterment LLC
New York
$83.9M
4
TCT
TIAA CREF Trust
Missouri
$83.1M
5
UBS Group
UBS Group
Switzerland
$82.4M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$171M
3
IFA
Interactive Financial Advisors
Illinois
$0
4
LC
Lubar & Co
Wisconsin
$10.8M
5
TRCT
Tower Research Capital (TRC)
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
126
JMG Financial Group
Illinois
$795K – – –
EC
127
Estate Counselors
Wisconsin
$764K +$764K +9,180 New
KWMG
128
King Wealth Management Group
Florida
$751K -$8.07K -97 -1%
HCM
129
Howland Capital Management
Massachusetts
$751K – – –
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$745K -$32.5K -390 -4%
CAL
131
Capital Advisors Ltd
Ohio
$726K – – –
ICOA
132
Investment Centers of America
North Dakota
$726K +$55.9K +674 +8%
ABC
133
Associated Banc-Corp
Wisconsin
$678K +$2.91K +35 +0.4%
CWM
134
Concert Wealth Management
California
$660K -$283K -3,409 -30%
BBA
135
BLB&B Advisors
Pennsylvania
$659K -$53.1K -638 -7%
AIA
136
AIMZ Investment Advisors
California
$646K -$17.8K -214 -3%
DCM
137
Donaldson Capital Management
Indiana
$629K +$22.9K +275 +4%
AIM
138
Acropolis Investment Management
Missouri
$621K -$44.2K -531 -7%
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$597K +$5.82K +70 +1%
Barclays
140
Barclays
United Kingdom
$575K +$55.8K +675 +11%
CCA
141
Checchi Capital Advisers
California
$573K -$12.7K -153 -2%
SCA
142
Stillwater Capital Advisors
Pennsylvania
$533K +$163K +1,963 +44%
AC
143
Alexandria Capital
Virginia
$515K +$7.32K +88 +1%
WPP
144
Whalerock Point Partners
Rhode Island
$504K +$146K +1,755 +41%
YP
145
Yellowstone Partners
Idaho
$501K +$501K +6,015 New
PFA
146
Paradigm Financial Advisors
Missouri
$500K +$93.9K +1,129 +23%
MGIA
147
Moneta Group Investment Advisors
Missouri
$464K +$1.25K +15 +0.3%
BFEC
148
Benjamin F. Edwards & Company
Missouri
$461K -$46K -553 -9%
WT
149
Whittier Trust
California
$451K +$245K +2,940 +119%
CA
150
Cetera Advisors
Colorado
$445K -$482K -5,826 -52%
4 5
6
7 8