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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

349 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
8.71%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.72%
New
42
Increased
152
Reduced
105
Closed
27
Calls
$807K
Puts
$340K
Net Calls
+$467K
Net Calls Change
+$196K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$51.8M
2
LPL Financial
LPL Financial
California
+$46.9M
3
MML Investors Services
MML Investors Services
Massachusetts
+$30.3M
4
Morgan Stanley
Morgan Stanley
New York
+$11.7M
5
NYLIM
New York Life Investment Management
New York
+$10.5M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$156M
2
Bank of America
Bank of America
North Carolina
-$39.9M
3
AIA
Arrow Investment Advisors
Maryland
-$21.5M
4
MIS
Morningstar Investment Services
Illinois
-$15.3M
5
PI
PHH Investments
Texas
-$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$1.24M +$1.24M +12,019 New
RCG
152
Ruggie Capital Group
Florida
$1.22M -$55.8K -543 -4%
BP
153
Ballentine Partners
Massachusetts
$1.2M +$66.3K +630 +6%
SFG
154
StrategIQ Financial Group
Indiana
$1.17M +$11.1K +108 +1%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$1.13M +$10.8K +105 +1%
NFC
156
Northeast Financial Consultants
Connecticut
$1.12M +$1.34K +13 +0.1%
FUBT
157
First United Bank & Trust
Maryland
$1.12M +$122K +1,187 +12%
RWP
158
RWA Wealth Partners
Massachusetts
$1.1M +$10.1K +98 +0.9%
CWM
159
Cornerstone Wealth Management
Missouri
$1.08M +$137K +1,334 +14%
WI
160
WrapManager Inc
California
$1.07M -$7.51K -73 -0.7%
B
161
Bridgeworth
Alabama
$1.06M +$132K +1,259 +14%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$1.06M -$584K -5,679 -36%
KWMG
163
King Wealth Management Group
Florida
$1.06M -$7.72K -75 -0.7%
WT
164
Whittier Trust
California
$1.06M -$25.4K -247 -2%
Mariner
165
Mariner
Kansas
$1.05M -$55.8K -543 -5%
ATC
166
Argent Trust Co
Tennessee
$1.04M -$24.4K -237 -2%
FMWA
167
Forvis Mazars Wealth Advisors
Missouri
$991K – – –
VAM
168
Visionary Asset Management
Texas
$991K +$991K +9,629 New
ABC
169
Associated Banc-Corp
Wisconsin
$984K +$21.1K +205 +2%
GAM
170
Gemmer Asset Management
California
$977K +$15.4K +150 +2%
HighTower Advisors
171
HighTower Advisors
Illinois
$963K +$305K +2,945 +46%
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$953K +$170K +1,651 +22%
HCM
173
Howland Capital Management
Massachusetts
$928K – – –
APP
174
Avantax Planning Partners
Iowa
$912K -$1.03K -10 -0.1%
OC
175
Oppenheimer & Co
New York
$910K +$1.85K +18 +0.2%
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