VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

268 hedge funds and large institutions have $2.38B invested in Vanguard Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 90 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+12
Holders Change %
+4.69%
% of All Funds
7.16%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.64%
New
33
Increased
109
Reduced
90
Closed
14
Calls
$1.7M
Puts
$1.09M
Net Calls
+$609K
Net Calls Change
+$591K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$91.7M
2
TAIM
TD Ameritrade Investment Management
Nebraska
+$56.8M
3
Betterment LLC
Betterment LLC
New York
+$32.5M
4
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$22.5M
5
Bessemer Group
Bessemer Group
New Jersey
+$20.3M

Top Sellers

1
LPL Financial
LPL Financial
California
-$79M
2
Bank of America
Bank of America
North Carolina
-$67.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$33M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$29.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
151
Cetera Advisor Networks
California
$788K +$85.1K +961 +12%
DCM
152
Donaldson Capital Management
Indiana
$767K +$37K +415 +5%
CAL
153
Capital Advisors Ltd
Ohio
$762K -$11.5K -129 -1%
Comerica Bank
154
Comerica Bank
Texas
$750K +$750K +8,076 New
BRWA
155
B. Riley Wealth Advisors
Florida
$699K +$105K +1,172 +18%
AIM
156
Acropolis Investment Management
Missouri
$673K +$2.76K +31 +0.4%
IH
157
IFC Holdings
Florida
$651K +$19.9K +224 +3%
BJL
158
Brighton Jones LLC
Washington
$616K +$980 +11 +0.2%
SAM
159
SignalPoint Asset Management
Missouri
$610K +$610K +6,845 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$603K +$2.41K +27 +0.4%
US Bancorp
161
US Bancorp
Minnesota
$598K +$146K +1,642 +32%
FCI
162
Financial Counselors Inc
Kansas
$573K +$573K +6,428 New
AIA
163
AIMZ Investment Advisors
California
$572K -$711K -7,975 -55%
BBA
164
BLB&B Advisors
Pennsylvania
$553K – – –
NFG
165
Nations Financial Group
Iowa
$517K -$118K -1,322 -19%
FMWA
166
Forvis Mazars Wealth Advisors
Missouri
$504K +$112K +1,261 +29%
HSA
167
HBK Sorce Advisory
Pennsylvania
$503K +$503K +5,648 New
AI
168
Atria Investments
North Carolina
$495K +$495K +5,528 New
CCA
169
Checchi Capital Advisers
California
$493K -$389K -4,364 -44%
WT
170
Whittier Trust
California
$491K – – –
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$475K -$159K -1,781 -25%
V
172
Veritable
Delaware
$469K – – –
SCA
173
Stillwater Capital Advisors
Pennsylvania
$464K -$460K -5,168 -50%
NCMW
174
Northern Capital Management (Wisconsin)
Wisconsin
$464K +$7.13K +80 +2%
PAG
175
Pinnacle Advisory Group
Maryland
$456K +$456K +5,126 New
5 6
7
8 9