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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

349 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
8.71%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.72%
New
42
Increased
152
Reduced
105
Closed
27
Calls
$807K
Puts
$340K
Net Calls
+$467K
Net Calls Change
+$196K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$383M
2
LPL Financial
LPL Financial
California
$47.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$30.3M
4
Morgan Stanley
Morgan Stanley
New York
$268M
5
NYLIM
New York Life Investment Management
New York
$34.4M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$185M
2
Bank of America
Bank of America
North Carolina
$212M
3
AIA
Arrow Investment Advisors
Maryland
$0
4
MIS
Morningstar Investment Services
Illinois
$21.8M
5
PI
PHH Investments
Texas
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
126
Mosaic Family Wealth
Missouri
$1.98M -$108K -1,052 -5%
DADC
127
D.A. Davidson & Co
Montana
$1.93M +$141K +1,375 +8%
FAAS
128
First Allied Advisory Services
California
$1.9M +$582K +5,655 +44%
CB
129
Commerce Bank
Missouri
$1.75M +$480K +4,669 +38%
FTS
130
Fifth Third Securities
Ohio
$1.62M +$237K +2,303 +17%
CA
131
Cetera Advisors
Colorado
$1.61M +$183K +1,780 +13%
US Bancorp
132
US Bancorp
Minnesota
$1.61M +$369K +3,590 +30%
HB
133
Homrich & Berg
Georgia
$1.58M -$227K -2,210 -13%
SAM
134
SignalPoint Asset Management
Missouri
$1.54M +$13.8K +134 +0.9%
OA
135
Opes Advisors
California
$1.53M -$46.5K -444 -3%
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$1.5M +$29.8K +289 +2%
Vanguard Group
137
Vanguard Group
Pennsylvania
$1.48M +$350K +3,400 +31%
JFG
138
JMG Financial Group
Illinois
$1.47M +$508K +4,940 +53%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$1.42M +$454K +4,417 +47%
CAAS
140
Capital Asset Advisory Services
Michigan
$1.37M -$432K -4,204 -24%
HWP
141
Hefty Wealth Partners
Indiana
$1.36M -$53.4K -519 -4%
IH
142
IFC Holdings
Florida
$1.35M +$281K +2,740 +26%
ST
143
Smithfield Trust
Pennsylvania
$1.34M +$455K +4,421 +51%
NPC
144
National Planning Corporation
California
$1.32M -$53.3K -515 -4%
CA
145
Cornerstone Advisory
Maryland
$1.32M +$1.32M +12,824 New
IA
146
IFP Advisors
Florida
$1.31M -$5.86K -57 -0.4%
UCFA
147
United Capital Financial Advisors
Texas
$1.31M +$115K +1,122 +10%
FA
148
FDx Advisors
Illinois
$1.3M -$767K -7,461 -37%
BF
149
BOK Financial
Oklahoma
$1.3M +$404K +3,930 +45%
DCM
150
Donaldson Capital Management
Indiana
$1.24M +$190K +1,851 +18%
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