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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$53.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$19.9M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$23.4M
2
Wells Fargo
Wells Fargo
California
-$15.5M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
151
Hochman Cole Investment Advisors
Illinois
$1.17M -$24.7K -242 -2%
FTUS
152
Flow Traders U.S.
New York
$1.17M +$1.17M +11,487 New
SFG
153
StrategIQ Financial Group
Indiana
$1.15M +$714 +7 +0.1%
CWM
154
Concert Wealth Management
California
$1.13M +$886K +9,114 +363%
Vanguard Group
155
Vanguard Group
Pennsylvania
$1.12M -$1.16M -11,350 -51%
NFC
156
Northeast Financial Consultants
Connecticut
$1.11M -$12.6K -124 -1%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$1.11M +$1.11M +10,885 New
BP
158
Ballentine Partners
Massachusetts
$1.1M +$6.62K +65 +0.6%
Mariner
159
Mariner
Kansas
$1.1M -$14.3K -140 -1%
RWP
160
RWA Wealth Partners
Massachusetts
$1.08M +$1.08M +10,623 New
WT
161
Whittier Trust
California
$1.07M +$509K +4,996 +91%
WI
162
WrapManager Inc
California
$1.07M +$54.3K +533 +5%
IH
163
IFC Holdings
Florida
$1.06M +$272K +2,667 +35%
KWMG
164
King Wealth Management Group
Florida
$1.06M – – –
ATC
165
Argent Trust Co
Tennessee
$1.05M +$55.4K +544 +6%
DCM
166
Donaldson Capital Management
Indiana
$1.04M +$96.4K +946 +10%
QCG
167
Quadrant Capital Group
Ohio
$1.04M +$1.04M +10,192 New
FUBT
168
First United Bank & Trust
Maryland
$985K +$462K +4,535 +88%
FMWA
169
Forvis Mazars Wealth Advisors
Missouri
$982K -$37.8K -371 -4%
Goldman Sachs
170
Goldman Sachs
New York
$973K +$95.2K +934 +11%
JFG
171
JMG Financial Group
Illinois
$956K – – –
BFEC
172
Benjamin F. Edwards & Company
Missouri
$955K +$181K +1,778 +23%
ABC
173
Associated Banc-Corp
Wisconsin
$954K +$25.5K +250 +3%
GAM
174
Gemmer Asset Management
California
$953K +$35.7K +350 +4%
CFA
175
Camarda Financial Advisors
Florida
$936K -$887K -8,700 -49%
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