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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

274 hedge funds and large institutions have $2.67B invested in Vanguard Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
7.32%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
26
Increased
129
Reduced
81
Closed
13
Calls
$813K
Puts
$1.64M
Net Calls
-$827K
Net Calls Change
-$1.44M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$114M
2
Bank of America
Bank of America
North Carolina
$220M
3
Betterment LLC
Betterment LLC
New York
$223M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$297M
5
TCT
TIAA CREF Trust
Missouri
$165M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$356K
2
SS
Simplicity Solutions
Minnesota
$0
3
JFA
JNBA Financial Advisors
Minnesota
$20K
4
LC
Lubar & Co
Wisconsin
$5.76M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
151
Guidant Wealth Advisors
Illinois
$750K +$750K +8,113 New
IH
152
IFC Holdings
Florida
$734K +$48.9K +522 +7%
AIM
153
Acropolis Investment Management
Missouri
$710K +$3.18K +34 +0.4%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$691K +$57.7K +616 +9%
AIA
155
AIMZ Investment Advisors
California
$672K +$71.8K +768 +12%
BRWA
156
B. Riley Wealth Advisors
Florida
$670K -$64.1K -684 -9%
NFG
157
Next Financial Group
Texas
$658K +$378K +4,041 +135%
US Bancorp
158
US Bancorp
Minnesota
$653K +$24.8K +265 +4%
BJL
159
Brighton Jones LLC
Washington
$648K +$1.12K +12 +0.2%
BBA
160
BLB&B Advisors
Pennsylvania
$611K +$29.8K +318 +5%
SHCM
161
Stokes & Hubbell Capital Management
Louisiana
$573K +$202K +2,161 +55%
WPP
162
Whalerock Point Partners
Rhode Island
$547K +$547K +5,849 New
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$532K +$163K +1,744 +44%
WT
164
Whittier Trust
California
$516K – – –
Vanguard Group
165
Vanguard Group
Pennsylvania
$510K -$940K -10,045 -65%
NFG
166
Nations Financial Group
Iowa
$510K -$33.6K -359 -6%
CWM
167
Cornerstone Wealth Management
Missouri
$489K +$489K +5,292 New
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$485K -$14.3K -153 -3%
OC
169
Oppenheimer & Co
New York
$431K +$1.97K +21 +0.5%
HighTower Advisors
170
HighTower Advisors
Illinois
$414K -$57K -614 -12%
SCG
171
Sonata Capital Group
Washington
$412K +$140K +1,500 +52%
WAM
172
Wealthspire Advisors (Maryland)
Maryland
$384K +$187 +2 +0%
PPA
173
Parametric Portfolio Associates
Washington
$380K +$5.71K +61 +2%
BCIM
174
Bishop & Co Investment Management
Pennsylvania
$373K – – –
RFC
175
Regions Financial Corp
Alabama
$371K -$31.8K -340 -8%
5 6
7
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