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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

274 hedge funds and large institutions have $2.67B invested in Vanguard Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
7.32%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
26
Increased
129
Reduced
81
Closed
13
Calls
$813K
Puts
$1.64M
Net Calls
-$827K
Net Calls Change
-$1.44M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$114M
2
Bank of America
Bank of America
North Carolina
$220M
3
Betterment LLC
Betterment LLC
New York
$223M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$297M
5
TCT
TIAA CREF Trust
Missouri
$165M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$356K
2
SS
Simplicity Solutions
Minnesota
$0
3
JFA
JNBA Financial Advisors
Minnesota
$20K
4
LC
Lubar & Co
Wisconsin
$5.76M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$356K -$26.4M -281,958 -99%
FTS
177
Fifth Third Securities
Ohio
$355K +$355K +3,801 New
NP
178
NorthRock Partners
Minnesota
$353K +$26.3K +281 +8%
M&T Bank
179
M&T Bank
New York
$344K +$63K +674 +22%
Goldman Sachs
180
Goldman Sachs
New York
$338K -$1.28M -13,677 -79%
CCM
181
Covington Capital Management
California
$337K – – –
RWA
182
Ropes Wealth Advisors
Massachusetts
$334K – – –
WI
183
Wintrust Investments
Illinois
$332K +$655 +7 +0.2%
WA
184
WFG Advisors
Texas
$326K +$44.1K +472 +16%
CANC
185
Culbertson A N & Co
Virginia
$326K +$326K +3,480 New
WI
186
WBI Investments
New Jersey
$312K -$81.8K -875 -21%
KA
187
Kovack Advisors
Florida
$311K +$53.9K +576 +21%
Brown Advisory
188
Brown Advisory
Maryland
$309K +$3.18K +34 +1%
LPL Financial
189
LPL Financial
California
$302K – – –
OIA
190
Optimum Investment Advisors
Illinois
$300K -$9.36K -100 -3%
SSI
191
Scott & Selber Inc
Texas
$299K – – –
MGIA
192
Moneta Group Investment Advisors
Missouri
$298K +$298K +3,188 New
PFA
193
Paradigm Financial Advisors
Missouri
$295K +$3.64K +39 +1%
YP
194
Yellowstone Partners
Idaho
$294K -$2.19M -23,445 -88%
CFN
195
Cordasco Financial Network
Florida
$285K – – –
Truist Financial
196
Truist Financial
North Carolina
$268K -$3.65K -39 -1%
EAM
197
Evanson Asset Management
California
$266K -$7.87K -84 -3%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$257K -$70.1K -758 -21%
JPMorgan Chase & Co
199
JPMorgan Chase & Co
New York
$256K +$223K +2,384 +681%
V
200
Veritable
Delaware
$253K -$240K -2,564 -49%
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