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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$46.3M
2
Betterment LLC
Betterment LLC
New York
+$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$29.4M
4
AIA
Arrow Investment Advisors
Maryland
+$21.9M
5
Morgan Stanley
Morgan Stanley
New York
+$16.2M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5.8M
2
ZB
Zions Bancorporation
Utah
-$3.06M
3
UBS Group
UBS Group
Switzerland
-$2.94M
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$2.87M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
126
Investment Centers of America
North Dakota
$1.65M +$267K +2,748 +19%
SPC
127
Sigma Planning Corp
Michigan
$1.61M +$183K +1,878 +13%
CAAS
128
Capital Asset Advisory Services
Michigan
$1.61M +$1.61M +16,560 New
SI
129
SII Investments
Wisconsin
$1.59M +$576K +5,934 +57%
CA
130
Cortland Associates
Missouri
$1.57M – – –
GC
131
Gilbert & Cook
Iowa
$1.54M +$1.54M +15,890 New
OA
132
Opes Advisors
California
$1.41M +$1.41M +14,500 New
SFM
133
Signet Financial Management
New Jersey
$1.41M +$1.41M +14,488 New
SAM
134
SignalPoint Asset Management
Missouri
$1.4M +$274K +2,817 +24%
HWP
135
Hefty Wealth Partners
Indiana
$1.38M -$58.1K -598 -4%
Jane Street
136
Jane Street
New York
$1.31M +$1.31M +13,472 New
NPC
137
National Planning Corporation
California
$1.29M +$376K +3,778 +41%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$1.27M -$12.4K -129 -1%
BWL
139
Bogart Wealth LLC
Virginia
$1.27M +$1.27M +13,067 New
ST
140
Smithfield Trust
Pennsylvania
$1.24M +$77.1K +793 +7%
FA
141
FDx Advisors
Illinois
$1.23M -$413K -4,246 -25%
CB
142
Commerce Bank
Missouri
$1.21M +$30.3K +312 +3%
WA
143
WFG Advisors
Texas
$1.17M +$828K +8,523 +244%
IA
144
IFP Advisors
Florida
$1.17M +$138K +1,425 +13%
HCIA
145
Hochman Cole Investment Advisors
Illinois
$1.14M -$38.9K -400 -3%
FHC
146
First Heartland Consultants
Missouri
$1.14M -$1.12M -11,547 -50%
CA
147
Cetera Advisors
Colorado
$1.12M +$54.2K +557 +5%
SFG
148
StrategIQ Financial Group
Indiana
$1.1M +$680 +7 +0.1%
NFC
149
Northeast Financial Consultants
Connecticut
$1.07M +$1.85K +19 +0.2%
UCFA
150
United Capital Financial Advisors
Texas
$1.07M +$84.3K +868 +9%
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