VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

178 hedge funds and large institutions have $1.39B invested in Vanguard Mid-Cap Value ETF in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+6
Holders Change %
+3.49%
% of All Funds
5.17%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.41%
New
21
Increased
81
Reduced
40
Closed
14
Calls
$976K
Puts
$628K
Net Calls
+$348K
Net Calls Change
-$652K

Top Buyers

1
AA
ALPS Advisors
Colorado
$9.69M
2
TCT
TIAA CREF Trust
Missouri
$43M
3
CHFS
Cobble Hill Financial Services
New Jersey
$7.64M
4
CCMH
Cornerstone Capital Management Holdings
New York
$17.3M
5
TAIM
TD Ameritrade Investment Management
Nebraska
$160M

Top Sellers

1
WA
Waverly Advisors
Alabama
$32.4M
2
LPL Financial
LPL Financial
California
$27.3M
3
FIG
FundX Investment Group
California
$0
4
Jane Street
Jane Street
New York
$0
5
PSW
Portfolio Strategies (Washington)
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
151
Legacy Private Trust
Wisconsin
$210K +$210K +2,470 New
MJRIC
152
Mogy Joel R Investment Counsel
California
$208K – – –
GA
153
Geneva Advisors
Illinois
$208K – – –
RIA
154
Regal Investment Advisors
Michigan
$187K +$187K +2,199 New
GAM
155
Gemmer Asset Management
California
$149K – – –
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$132K – – –
WEC
157
Winslow Evans & Crocker
Massachusetts
$132K +$132K +1,550 New
FWM
158
Focused Wealth Management
New York
$93K +$5.88K +69 +7%
NSIM
159
North Star Investment Management
Illinois
$68K – – –
WF
160
WealthTrust Fairport
Ohio
$68K – – –
US Bancorp
161
US Bancorp
Minnesota
$67K – – –
DSC
162
Duncker Streett & Co
Missouri
$48K – – –
WCM
163
Wealthcare Capital Management
Virginia
$42K +$42K +500 New
WA
164
WFG Advisors
Texas
$37K – – –
FBT
165
Founders Bank & Trust
Michigan
$36K – – –
Legal & General Group
166
Legal & General Group
United Kingdom
$20K +$20K +240 New
LIA
167
LS Investment Advisors
Michigan
$15K – – –
PSI
168
Pinnacle Summer Investments
Virginia
$15K – – –
SFPM
169
Sensible Financial Planning & Management
Massachusetts
$15K +$15K +174 New
HCM
170
Horrell Capital Management
Arkansas
$13K – – –
BCI
171
Brinker Capital Investments
Pennsylvania
$10K +$5.71K +64 +133%
BRWM
172
B. Riley Wealth Management
Tennessee
$9K – – –
TCM
173
TD Capital Management
Tennessee
$8K -$7.75K -92 -49%
JFGIW
174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
EWM
175
Evercore Wealth Management
New York
$6K – – –
4 5 6
7
8