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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

274 hedge funds and large institutions have $2.67B invested in Vanguard Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
7.32%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
26
Increased
129
Reduced
81
Closed
13
Calls
$813K
Puts
$1.64M
Net Calls
-$827K
Net Calls Change
-$1.44M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$114M
2
Bank of America
Bank of America
North Carolina
$220M
3
Betterment LLC
Betterment LLC
New York
$223M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$297M
5
TCT
TIAA CREF Trust
Missouri
$165M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$356K
2
SS
Simplicity Solutions
Minnesota
$0
3
JFA
JNBA Financial Advisors
Minnesota
$20K
4
LC
Lubar & Co
Wisconsin
$5.76M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
126
StrategIQ Financial Group
Indiana
$1.06M +$54.2K +579 +5%
CAN
127
Cetera Advisor Networks
California
$1.05M +$213K +2,277 +26%
NFC
128
Northeast Financial Consultants
Connecticut
$1.03M -$158K -1,686 -13%
CA
129
Cetera Advisors
Colorado
$1.02M +$47K +504 +5%
BP
130
Ballentine Partners
Massachusetts
$1M – – –
NAMP
131
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$992K -$32.8K -350 -3%
IA
132
IFP Advisors
Florida
$989K -$50K -535 -5%
SI
133
SII Investments
Wisconsin
$974K +$39.3K +421 +4%
KWMG
134
King Wealth Management Group
Florida
$970K +$7.3K +78 +0.8%
UCFA
135
United Capital Financial Advisors
Texas
$946K -$39.7K -424 -4%
CAL
136
Capital Analysts LLC
Pennsylvania
$937K -$289K -3,093 -24%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$936K +$406K +4,342 +77%
ATC
138
Argent Trust Co
Tennessee
$916K -$18.3K -196 -2%
JFG
139
JMG Financial Group
Illinois
$897K -$20.1K -215 -2%
SCA
140
Stillwater Capital Advisors
Pennsylvania
$883K +$395K +4,223 +81%
ABC
141
Associated Banc-Corp
Wisconsin
$882K -$6.08K -65 -0.7%
CCA
142
Checchi Capital Advisers
California
$881K +$364K +3,887 +70%
WI
143
WrapManager Inc
California
$867K +$2.15K +23 +0.2%
HCM
144
Howland Capital Management
Massachusetts
$844K – – –
RCAG
145
Rehmann Capital Advisory Group
Michigan
$843K -$3.51M -37,500 -81%
DCM
146
Donaldson Capital Management
Indiana
$843K +$36.8K +393 +5%
GAM
147
Gemmer Asset Management
California
$842K – – –
NPC
148
National Planning Corporation
California
$838K +$3.2K +35 +0.4%
BWM
149
Braver Wealth Management
Massachusetts
$826K -$20.8K -222 -2%
CAL
150
Capital Advisors Ltd
Ohio
$801K – – –
4 5
6
7 8