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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

417 hedge funds and large institutions have $3.95B invested in Vanguard Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 167 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+63
Holders Change %
+17.8%
% of All Funds
9.47%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.77%
New
85
Increased
167
Reduced
102
Closed
21
Calls
$745K
Puts
$926K
Net Calls
-$181K
Net Calls Change
-$825K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$119M
2
ACM
AlphaStar Capital Management
North Carolina
+$10.8M
3
WA
Waverly Advisors
Alabama
+$10.4M
4
Bank of America
Bank of America
North Carolina
+$10.1M
5
TF
TIAA FSB
Florida
+$8.84M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$62M
2
CCM
Condor Capital Management
New Jersey
-$25.2M
3
AA
Advisory Alpha
Michigan
-$13.2M
4
PFA
Pure Financial Advisors
California
-$13.2M
5
AIA
Allegis Investment Advisors
Idaho
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
176
Benjamin F. Edwards & Company
Missouri
$1.2M +$228K +2,041 +24%
WI
177
WrapManager Inc
California
$1.19M +$223 +2 +0%
CIC
178
Carnegie Investment Counsel
Ohio
$1.18M +$1.18M +10,683 New
PFP
179
Pinnacle Financial Partners
Tennessee
$1.16M +$625K +5,599 +117%
KWMG
180
King Wealth Management Group
Florida
$1.15M +$3.79K +34 +0.3%
CWM
181
Cornerstone Wealth Management
Missouri
$1.13M -$69.2K -608 -6%
AF
182
Allworth Financial
California
$1.12M -$43.5K -390 -4%
MGIA
183
Moneta Group Investment Advisors
Missouri
$1.12M +$180K +1,609 +19%
NFC
184
Northeast Financial Consultants
Connecticut
$1.12M +$2.01K +18 +0.2%
SFG
185
StrategIQ Financial Group
Indiana
$1.11M -$43.5K -390 -4%
PA
186
PFG Advisors
Arizona
$1.11M +$1.11M +9,957 New
SWP
187
Stratos Wealth Partners
Ohio
$1.1M +$9.93K +89 +0.9%
ATC
188
Argent Trust Co
Tennessee
$1.06M -$25.7K -230 -2%
OIA
189
Optimum Investment Advisors
Illinois
$1.05M +$249K +2,236 +31%
GAM
190
Gemmer Asset Management
California
$1.04M – – –
FMWA
191
Forvis Mazars Wealth Advisors
Missouri
$1.03M -$44.6K -400 -4%
HCM
192
Howland Capital Management
Massachusetts
$1.01M – – –
FA
193
FDx Advisors
Illinois
$991K -$154K -1,382 -13%
VDFA
194
Vickerman & Driscoll Financial Advisors
Washington
$973K +$973K +8,718 New
CAL
195
Capital Advisors Ltd
Ohio
$955K – – –
HCIA
196
Hochman Cole Investment Advisors
Illinois
$950K – – –
AIM
197
Acropolis Investment Management
Missouri
$938K +$4.8K +43 +0.5%
GT
198
Glenview Trust
Kentucky
$925K – – –
RA
199
RFG Advisory
Alabama
$925K +$276K +2,472 +43%
PCMC
200
Paragon Capital Management (Colorado)
Colorado
$915K – – –
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