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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

254 hedge funds and large institutions have $2.08B invested in Vanguard Mid-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+32
Holders Change %
+14.41%
% of All Funds
6.67%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.79%
New
47
Increased
118
Reduced
59
Closed
12
Calls
$335K
Puts
$454K
Net Calls
-$119K
Net Calls Change
+$2.71M

Top Buyers

1
LPL Financial
LPL Financial
California
$76.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$30.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$33.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$30.2M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$2.39M
2
Goldman Sachs
Goldman Sachs
New York
$5.48M
3
GI
Gradient Investments
Minnesota
$2.38M
4
CGH
Cleary Gull Holdings
Wisconsin
$24.9M
5
HC
HHG & Company
Connecticut
$2.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCS
176
Crosspoint Capital Strategies
California
$389K +$389K +4,347 New
SHCM
177
Stokes & Hubbell Capital Management
Louisiana
$379K +$107K +1,251 +40%
FMWA
178
Forvis Mazars Wealth Advisors
Missouri
$378K -$86 -1 -0%
US Bancorp
179
US Bancorp
Minnesota
$378K +$119K +1,381 +46%
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$377K +$377K +4,388 New
WI
181
WBI Investments
New Jersey
$376K +$376K +4,373 New
OC
182
Oppenheimer & Co
New York
$372K – – –
ATC
183
Argent Trust Co
Tennessee
$367K +$68.3K +795 +23%
BRWM
184
B. Riley Wealth Management
Tennessee
$356K +$5.92K +69 +2%
PPA
185
Parametric Portfolio Associates
Washington
$350K +$350K +4,076 New
HighTower Advisors
186
HighTower Advisors
Illinois
$344K -$25.5K -297 -7%
MC
187
Mathes Company
New York
$321K – – –
M&T Bank
188
M&T Bank
New York
$317K -$29.2K -340 -8%
Select Equity Group
189
Select Equity Group
New York
$309K +$309K +3,598 New
PWAG
190
Polaris Wealth Advisory Group
California
$306K +$306K +3,564 New
NFG
191
Next Financial Group
Texas
$304K -$343 -4 -0.1%
SSI
192
Scott & Selber Inc
Texas
$275K – – –
Truist Financial
193
Truist Financial
North Carolina
$259K +$11.5K +134 +5%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$258K – – –
OIA
195
Optimum Investment Advisors
Illinois
$257K -$6.46K -75 -2%
SCG
196
Sonata Capital Group
Washington
$249K – – –
FWM
197
Focused Wealth Management
New York
$246K -$16.1K -188 -6%
EAM
198
Evanson Asset Management
California
$243K +$429 +5 +0.2%
CFA
199
CT Financial Advisors
Pennsylvania
$236K +$18.6K +217 +9%
SHA
200
Smith Hayes Advisers
Nebraska
$235K +$235K +2,732 New
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