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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

214 hedge funds and large institutions have $1.7B invested in Vanguard Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
5.71%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.45%
New
34
Increased
94
Reduced
55
Closed
13
Calls
$928K
Puts
$1.08M
Net Calls
-$147K
Net Calls Change
+$1.21M

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$51.4M
2
Morgan Stanley
Morgan Stanley
New York
$165M
3
GI
Gradient Investments
Minnesota
$11.7M
4
TCT
TIAA CREF Trust
Missouri
$68.2M
5
Bank of America
Bank of America
North Carolina
$142M

Top Sellers

1
JG
Jefferies Group
New York
$0
2
Axa
Axa
France
$55.3M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$14.8M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$0
5
TRCT
Tower Research Capital (TRC)
New York
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
CT Financial Advisors
Pennsylvania
$225K +$225K +2,453 New
SA
177
Strategic Advisors
New York
$220K -$1.65K -19 -0.7%
MJRIC
178
Mogy Joel R Investment Counsel
California
$210K – – –
RFC
179
Regions Financial Corp
Alabama
$209K +$209K +2,276 New
KA
180
Kovack Advisors
Florida
$205K +$205K +2,232 New
US Bancorp
181
US Bancorp
Minnesota
$192K +$41.5K +450 +28%
GAM
182
Gemmer Asset Management
California
$161K – – –
SF
183
Synovus Financial
Georgia
$146K +$146K +1,591 New
WEC
184
Winslow Evans & Crocker
Massachusetts
$142K – – –
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$142K – – –
NSIM
186
North Star Investment Management
Illinois
$88K +$14.7K +160 +20%
IFA
187
Interactive Financial Advisors
Illinois
$67K +$16K +175 +31%
HNB
188
Huntington National Bank
Ohio
$64K +$64K +700 New
DSC
189
Duncker Streett & Co
Missouri
$52K – – –
WCM
190
Wealthcare Capital Management
Virginia
$46K – – –
SIA
191
Stancorp Investment Advisers
Oregon
$44K +$30K +330 +214%
WA
192
WFG Advisors
Texas
$41K +$369 +4 +0.9%
IP
193
Investment Partners
Ohio
$39K +$39K +425 New
RFA
194
Reilly Financial Advisors
California
$38K +$38K +412 New
NEAM
195
New England Asset Management
Connecticut
$37K +$37K +400 New
IF
196
Ironwood Financial
Arizona
$34K – – –
PCM
197
Parsons Capital Management
Rhode Island
$32K +$32K +350 New
LIA
198
LS Investment Advisors
Michigan
$30K – – –
IWM
199
Integrated Wealth Management
California
$26K +$26K +286 New
Legal & General Group
200
Legal & General Group
United Kingdom
$22K – – –
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8
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