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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

214 hedge funds and large institutions have $1.7B invested in Vanguard Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.71%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.45%
New
34
Increased
94
Reduced
55
Closed
13
Calls
$928K
Puts
$1.08M
Net Calls
-$147K
Net Calls Change
+$1.21M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$51.4M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
GI
Gradient Investments
Minnesota
$11.7M
4
TCT
TIAA CREF Trust
Missouri
$68.2M
5
Bank of America
Bank of America
North Carolina
$142M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
Axa
Axa
France
$55.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$14.8M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$0
5
TRCT
Tower Research Capital (TRC)
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
151
B. Riley Wealth Management
Tennessee
$399K +$388K +4,224 +3,610%
OC
152
Oppenheimer & Co
New York
$398K +$398K +4,333 New
PFA
153
Paradigm Financial Advisors
Missouri
$390K -$5.51K -60 -1%
WPP
154
Whalerock Point Partners
Rhode Island
$367K +$367K +3,996 New
NFG
155
Next Financial Group
Texas
$366K +$119K +1,297 +48%
CBU
156
CIBC Bank USA
Illinois
$355K +$92K +1,000 +35%
MC
157
Mathes Company
New York
$343K – – –
SS
158
Simplicity Solutions
Minnesota
$336K -$109K -1,188 -24%
SCA
159
Stillwater Capital Advisors
Pennsylvania
$322K +$1.84K +20 +0.6%
OIA
160
Optimum Investment Advisors
Illinois
$295K -$13.8K -150 -4%
SSI
161
Scott & Selber Inc
Texas
$294K – – –
WSTAM
162
Wilbanks Smith & Thomas Asset Management
Virginia
$276K +$17K +185 +7%
FWM
163
Focused Wealth Management
New York
$268K -$1.84K -20 -0.7%
SCG
164
Sonata Capital Group
Washington
$267K – – –
EAM
165
Evanson Asset Management
California
$264K +$8.45K +92 +3%
Truist Financial
166
Truist Financial
North Carolina
$263K – – –
BT
167
Beacon Trust
New Jersey
$248K -$260K -2,831 -51%
ICAS
168
Investors Capital Advisory Services
Massachusetts
$248K +$248K +2,706 New
HIS
169
Horizon Investment Services
Indiana
$247K +$247K +2,686 New
JIR
170
James Investment Research
Ohio
$234K +$234K +2,550 New
M&T Bank
171
M&T Bank
New York
$232K -$108K -1,179 -32%
NEPPG
172
New England Professional Planning Group
Rhode Island
$232K +$232K +2,491 New
ATC
173
Argent Trust Co
Tennessee
$229K -$41.1K -446 -15%
WT
174
Whittier Trust
California
$227K – – –
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$226K -$139K -1,515 -38%
5 6
7
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