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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

349 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
8.71%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.72%
New
42
Increased
152
Reduced
105
Closed
27
Calls
$807K
Puts
$340K
Net Calls
+$467K
Net Calls Change
+$196K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$51.8M
2
LPL Financial
LPL Financial
California
+$46.9M
3
MML Investors Services
MML Investors Services
Massachusetts
+$30.3M
4
Morgan Stanley
Morgan Stanley
New York
+$11.7M
5
NYLIM
New York Life Investment Management
New York
+$10.5M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$156M
2
Bank of America
Bank of America
North Carolina
-$39.9M
3
AIA
Arrow Investment Advisors
Maryland
-$21.5M
4
MIS
Morningstar Investment Services
Illinois
-$15.3M
5
PI
PHH Investments
Texas
-$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$894K -$149K -1,456 -14%
CAL
177
Capital Advisors Ltd
Ohio
$880K – – –
BSB
178
Bangor Savings Bank
Maine
$879K +$879K +8,541 New
HCIA
179
Hochman Cole Investment Advisors
Illinois
$876K -$307K -2,984 -26%
AIM
180
Acropolis Investment Management
Missouri
$855K +$67.5K +657 +9%
GT
181
Glenview Trust
Kentucky
$853K -$19.9K -193 -2%
CL
182
Choreo LLC
Illinois
$843K +$252K +2,449 +43%
AIA
183
AIMZ Investment Advisors
California
$820K +$12.8K +124 +2%
WPP
184
Whalerock Point Partners
Rhode Island
$807K -$88.7K -862 -10%
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$800K +$152K +1,482 +24%
MGIA
186
Moneta Group Investment Advisors
Missouri
$762K +$434K +4,221 +132%
BEAM
187
Baker Ellis Asset Management
Washington
$754K +$25.4K +247 +3%
CIAS
188
Capital Investment Advisory Services
North Carolina
$744K +$15K +146 +2%
OIA
189
Optimum Investment Advisors
Illinois
$739K +$4.94K +48 +0.7%
CANC
190
Culbertson A N & Co
Virginia
$732K +$10.8K +105 +1%
CAN
191
Cetera Advisor Networks
California
$722K -$31.9K -311 -4%
BJL
192
Brighton Jones LLC
Washington
$719K +$719K +6,988 New
SCA
193
Stillwater Capital Advisors
Pennsylvania
$709K -$489K -4,756 -41%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$689K -$570K -5,544 -45%
KWM
195
Kingsview Wealth Management
Oregon
$666K -$21.2K -206 -3%
JIC
196
Johnson Investment Counsel
Ohio
$647K +$118K +1,152 +22%
AWS
197
AJ Wealth Strategies
New York
$645K -$32.6K -317 -5%
BAS
198
Brown Advisory Securities
Maryland
$641K +$86.2K +839 +16%
EA
199
Edge Advisors
Georgia
$639K – – –
CCA
200
Checchi Capital Advisers
California
$581K +$66K +641 +13%
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