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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

217 hedge funds and large institutions have $1.82B invested in Vanguard Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
5.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
23
Increased
106
Reduced
47
Closed
16
Calls
$971K
Puts
$1.25M
Net Calls
-$281K
Net Calls Change
-$134K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$77.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$194M
3
SE
Summit Equities
New Jersey
$19.3M
4
LC
Lubar & Co
Wisconsin
$14.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$188M

Top Sellers

1
OAJ
Ogorek Anthony Joseph
New York
$11.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
$0
3
SG Americas Securities
SG Americas Securities
New York
$111K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPPG
176
New England Professional Planning Group
Rhode Island
$226K – – –
ATC
177
Argent Trust Co
Tennessee
$226K +$1.36K +15 +0.6%
CFA
178
CT Financial Advisors
Pennsylvania
$226K +$3.44K +38 +2%
WT
179
Whittier Trust
California
$224K – – –
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$222K – – –
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$212K -$3.55M -39,318 -94%
KA
182
Kovack Advisors
Florida
$212K +$9.61K +106 +5%
SWP
183
Stratos Wealth Partners
Ohio
$212K +$212K +2,342 New
MJRIC
184
Mogy Joel R Investment Counsel
California
$207K – – –
RFC
185
Regions Financial Corp
Alabama
$204K -$1.81K -20 -0.9%
US Bancorp
186
US Bancorp
Minnesota
$175K -$13.1K -145 -7%
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$163K +$22.7K +250 +16%
LNWWM
188
Laird Norton Wetherby Wealth Management
California
$160K +$160K +1,769 New
GAM
189
Gemmer Asset Management
California
$158K – – –
SF
190
Synovus Financial
Georgia
$144K – – –
WEC
191
Winslow Evans & Crocker
Massachusetts
$140K – – –
SG Americas Securities
192
SG Americas Securities
New York
$111K -$5.76M -63,866 -98%
NSIM
193
North Star Investment Management
Illinois
$87K – – –
HNB
194
Huntington National Bank
Ohio
$63K -$64K -700 Closed
DSC
195
Duncker Streett & Co
Missouri
$51K – – –
WCM
196
Wealthcare Capital Management
Virginia
$45K – – –
RFA
197
Reilly Financial Advisors
California
$42K +$4.38K +48 +12%
WA
198
WFG Advisors
Texas
$38K -$2.17K -24 -5%
IF
199
Ironwood Financial
Arizona
$33K – – –
LIA
200
LS Investment Advisors
Michigan
$29K – – –
6 7
8
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