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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$53.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$19.9M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$23.4M
2
Wells Fargo
Wells Fargo
California
-$15.5M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
Cornerstone Wealth Management
Missouri
$927K +$105K +1,044 +13%
HCM
177
Howland Capital Management
Massachusetts
$919K – – –
B
178
Bridgeworth
Alabama
$906K +$37.3K +367 +4%
VF
179
Virtu Financial
New York
$906K +$906K +8,893 New
APP
180
Avantax Planning Partners
Iowa
$905K +$905K +8,879 New
OC
181
Oppenheimer & Co
New York
$900K +$413K +4,048 +85%
WPP
182
Whalerock Point Partners
Rhode Island
$888K +$212K +2,078 +31%
BF
183
BOK Financial
Oklahoma
$882K +$63K +618 +8%
ST
184
Smithfield Trust
Pennsylvania
$877K -$421K -4,135 -32%
CAL
185
Capital Advisors Ltd
Ohio
$872K – – –
GT
186
Glenview Trust
Kentucky
$865K +$258K +2,528 +42%
AIA
187
AIMZ Investment Advisors
California
$800K +$97.5K +956 +14%
AIM
188
Acropolis Investment Management
Missouri
$781K +$2.96K +29 +0.4%
Manulife (Manufacturers Life Insurance)
189
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$776K +$49K +481 +7%
CAN
190
Cetera Advisor Networks
California
$747K +$46.9K +461 +7%
OIA
191
Optimum Investment Advisors
Illinois
$727K +$278K +2,729 +62%
BEAM
192
Baker Ellis Asset Management
Washington
$722K +$23.1K +227 +3%
CIAS
193
Capital Investment Advisory Services
North Carolina
$722K +$31.1K +305 +4%
CANC
194
Culbertson A N & Co
Virginia
$715K +$113K +1,105 +19%
PPA
195
Parametric Portfolio Associates
Washington
$702K +$294K +2,884 +72%
SQA
196
Simon Quick Advisors
New Jersey
$694K +$112K +1,101 +19%
KWM
197
Kingsview Wealth Management
Oregon
$681K +$681K +6,681 New
AWS
198
AJ Wealth Strategies
New York
$671K +$373K +3,664 +125%
HighTower Advisors
199
HighTower Advisors
Illinois
$648K +$96.8K +950 +18%
IWM
200
IHT Wealth Management
Illinois
$647K +$460K +4,116 +246%
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