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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

254 hedge funds and large institutions have $2.08B invested in Vanguard Mid-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+32
Holders Change %
+14.41%
% of All Funds
6.67%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.79%
New
47
Increased
118
Reduced
59
Closed
12
Calls
$335K
Puts
$454K
Net Calls
-$119K
Net Calls Change
+$2.71M

Top Buyers

1
LPL Financial
LPL Financial
California
+$38.9M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$30.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$27.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.8M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.4M
2
Goldman Sachs
Goldman Sachs
New York
-$16.6M
3
GI
Gradient Investments
Minnesota
-$10.4M
4
CGH
Cleary Gull Holdings
Wisconsin
-$4.72M
5
HC
HHG & Company
Connecticut
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$1.04M +$211K +2,459 +25%
MA
127
MUFG Americas
New York
$988K +$116K +1,353 +13%
HCIA
128
Hochman Cole Investment Advisors
Illinois
$975K +$975K +11,349 New
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$966K +$92.8K +1,080 +11%
BP
130
Ballentine Partners
Massachusetts
$922K – – –
ST
131
Smithfield Trust
Pennsylvania
$914K -$50.3K -585 -5%
KWMG
132
King Wealth Management Group
Florida
$900K +$124K +1,448 +16%
NAMP
133
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$890K -$4.3K -50 -0.5%
FA
134
FDx Advisors
Illinois
$885K +$885K +10,298 New
IA
135
IFP Advisors
Florida
$871K +$871K +10,130 New
SPC
136
Sigma Planning Corp
Michigan
$866K +$8.51K +99 +1%
JPMPWA
137
J.P. Morgan Private Wealth Advisors
California
$866K +$96.9K +1,127 +13%
JFG
138
JMG Financial Group
Illinois
$821K – – –
SCA
139
Stillwater Capital Advisors
Pennsylvania
$819K +$269K +3,130 +49%
EC
140
Estate Counselors
Wisconsin
$812K +$23.2K +270 +3%
HCM
141
Howland Capital Management
Massachusetts
$775K – – –
AIA
142
Allegis Investment Advisors
Idaho
$775K +$775K +9,017 New
GAM
143
Gemmer Asset Management
California
$774K +$624K +7,250 +414%
ABC
144
Associated Banc-Corp
Wisconsin
$765K +$64.9K +756 +9%
LPT
145
Legacy Private Trust
Wisconsin
$755K -$990K -11,522 -57%
CAL
146
Capital Advisors Ltd
Ohio
$750K – – –
ICOA
147
Investment Centers of America
North Dakota
$738K -$12.9K -150 -2%
WI
148
WrapManager Inc
California
$737K +$737K +8,578 New
DCM
149
Donaldson Capital Management
Indiana
$687K +$38.1K +444 +6%
BBA
150
BLB&B Advisors
Pennsylvania
$680K – – –
4 5
6
7 8