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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$46.3M
2
Betterment LLC
Betterment LLC
New York
+$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$29.4M
4
AIA
Arrow Investment Advisors
Maryland
+$21.9M
5
Morgan Stanley
Morgan Stanley
New York
+$16.2M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5.8M
2
ZB
Zions Bancorporation
Utah
-$3.06M
3
UBS Group
UBS Group
Switzerland
-$2.94M
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$2.87M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
151
Mariner
Kansas
$1.06M +$835K +8,591 +375%
BP
152
Ballentine Partners
Massachusetts
$1.04M – – –
BWM
153
Braver Wealth Management
Massachusetts
$1.03M +$170K +1,747 +20%
KWMG
154
King Wealth Management Group
Florida
$1.01M -$1.07K -11 -0.1%
SCA
155
Stillwater Capital Advisors
Pennsylvania
$979K +$62K +638 +7%
FMWA
156
Forvis Mazars Wealth Advisors
Missouri
$972K +$194 +2 +0%
WI
157
WrapManager Inc
California
$969K +$67.9K +699 +8%
ATC
158
Argent Trust Co
Tennessee
$951K -$972 -10 -0.1%
CCA
159
Checchi Capital Advisers
California
$916K +$486 +5 +0.1%
JFG
160
JMG Financial Group
Illinois
$911K -$20.4K -210 -2%
WCM
161
Weatherstone Capital Management
Colorado
$901K +$901K +9,270 New
DCM
162
Donaldson Capital Management
Indiana
$900K +$24.2K +249 +3%
SHCM
163
Stokes & Hubbell Capital Management
Louisiana
$893K +$298K +3,065 +50%
US Bancorp
164
US Bancorp
Minnesota
$888K +$210K +2,156 +31%
ABC
165
Associated Banc-Corp
Wisconsin
$885K -$31.1K -320 -3%
HCM
166
Howland Capital Management
Massachusetts
$877K – – –
RCAG
167
Rehmann Capital Advisory Group
Michigan
$876K – – –
GAM
168
Gemmer Asset Management
California
$875K – – –
Goldman Sachs
169
Goldman Sachs
New York
$837K +$486K +5,000 +138%
B
170
Bridgeworth
Alabama
$833K +$833K +8,540 New
CAL
171
Capital Advisors Ltd
Ohio
$832K – – –
CS
172
Credit Suisse
Switzerland
$817K +$817K +8,404 New
CWM
173
Cornerstone Wealth Management
Missouri
$801K +$282K +2,881 +54%
RCG
174
Ruggie Capital Group
Florida
$794K -$536K -5,518 -40%
BF
175
BOK Financial
Oklahoma
$781K +$534K +5,500 +217%
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7
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