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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

222 hedge funds and large institutions have $1.77B invested in Vanguard Mid-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
6.2%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.61%
New
23
Increased
100
Reduced
62
Closed
17
Calls
–
Puts
$2.83M
Net Calls
-$2.83M
Net Calls Change
-$2.55M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$160M
2
NYLIM
New York Life Investment Management
New York
$26.5M
3
Betterment LLC
Betterment LLC
New York
$83.9M
4
TCT
TIAA CREF Trust
Missouri
$83.1M
5
UBS Group
UBS Group
Switzerland
$82.4M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$171M
3
IFA
Interactive Financial Advisors
Illinois
$0
4
LC
Lubar & Co
Wisconsin
$10.8M
5
TRCT
Tower Research Capital (TRC)
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
151
Cetera Advisor Networks
California
$440K -$76K -914 -15%
V
152
Veritable
Delaware
$438K – – –
BRWA
153
B. Riley Wealth Advisors
Florida
$436K +$51.5K +618 +13%
ICAS
154
Investors Capital Advisory Services
Massachusetts
$423K +$423K +5,088 New
JFA
155
JNBA Financial Advisors
Minnesota
$392K +$392K +4,704 New
IH
156
IFC Holdings
Florida
$379K -$187K -2,213 -33%
NCMW
157
Northern Capital Management (Wisconsin)
Wisconsin
$374K -$69.1K -830 -16%
FMWA
158
Forvis Mazars Wealth Advisors
Missouri
$366K -$132K -1,591 -27%
Brown Advisory
159
Brown Advisory
Maryland
$363K +$363K +4,355 New
GP
160
Girard Partners
Pennsylvania
$362K +$362K +4,348 New
OC
161
Oppenheimer & Co
New York
$361K – – –
HighTower Advisors
162
HighTower Advisors
Illinois
$348K -$146K -1,813 -30%
RFC
163
Regions Financial Corp
Alabama
$347K +$159K +1,909 +85%
BRWM
164
B. Riley Wealth Management
Tennessee
$339K -$2.74K -33 -0.8%
M&T Bank
165
M&T Bank
New York
$336K +$123K +1,477 +58%
ONB
166
Old National Bancorp
Indiana
$327K -$272K -3,269 -45%
MC
167
Mathes Company
New York
$311K – – –
NFG
168
Next Financial Group
Texas
$295K -$88.1K -1,060 -23%
ATC
169
Argent Trust Co
Tennessee
$290K +$81.3K +975 +39%
SSI
170
Scott & Selber Inc
Texas
$266K – – –
SHCM
171
Stokes & Hubbell Capital Management
Louisiana
$263K +$263K +3,161 New
OIA
172
Optimum Investment Advisors
Illinois
$255K +$255K +3,060 New
FWM
173
Focused Wealth Management
New York
$254K -$4.91K -59 -2%
HIS
174
Horizon Investment Services
Indiana
$252K +$26.1K +314 +12%
US Bancorp
175
US Bancorp
Minnesota
$252K +$90.5K +1,085 +56%
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