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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

424 hedge funds and large institutions have $4.11B invested in Vanguard Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+7
Holders Change %
+1.68%
% of All Funds
9.73%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
49
Increased
180
Reduced
129
Closed
40
Calls
$2.19M
Puts
$1.04M
Net Calls
+$1.15M
Net Calls Change
+$1.33M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$65.9M
2
Betterment LLC
Betterment LLC
New York
+$62.1M
3
Wells Fargo
Wells Fargo
California
+$34.7M
4
CCM
Condor Capital Management
New Jersey
+$24.5M
5
Stifel Financial
Stifel Financial
Missouri
+$17.3M

Top Sellers

1
Axa
Axa
France
-$16.9M
2
LNC
Lincoln National Corp
Pennsylvania
-$12.1M
3
ACM
AlphaStar Capital Management
North Carolina
-$10.2M
4
ZB
Zions Bancorporation
Utah
-$9.22M
5
TSS
Two Sigma Securities
New York
-$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
176
Ballentine Partners
Massachusetts
$1.25M – – –
KWMG
177
King Wealth Management Group
Florida
$1.22M +$96.4K +881 +9%
GC
178
Grimes & Company
Massachusetts
$1.22M +$1.22M +11,157 New
CIC
179
Carnegie Investment Counsel
Ohio
$1.2M +$16.6K +150 +1%
ABC
180
Associated Banc-Corp
Wisconsin
$1.2M -$25.3K -231 -2%
RCG
181
Ruggie Capital Group
Florida
$1.18M -$49.2K -450 -4%
WI
182
WrapManager Inc
California
$1.17M -$984 -9 -0.1%
ATC
183
Argent Trust Co
Tennessee
$1.11M +$75.8K +693 +7%
SWP
184
Stratos Wealth Partners
Ohio
$1.08M +$1.2K +11 +0.1%
AF
185
Allworth Financial
California
$1.03M -$73K -667 -7%
CWM
186
Cornerstone Wealth Management
Missouri
$1.02M -$40K -373 -4%
FMWA
187
Forvis Mazars Wealth Advisors
Missouri
$1.02M +$7.22K +66 +0.7%
FA
188
FDx Advisors
Illinois
$1.02M +$45.8K +419 +5%
OA
189
Opes Advisors
California
$1.02M -$345K -3,151 -25%
GAM
190
Gemmer Asset Management
California
$998K -$19.2K -176 -2%
HCM
191
Howland Capital Management
Massachusetts
$987K – – –
GBT
192
Grove Bank & Trust
Florida
$987K +$516K +4,721 +110%
SCA
193
Stillwater Capital Advisors
Pennsylvania
$956K +$98.5K +900 +11%
QCG
194
Quadrant Capital Group
Ohio
$954K +$318K +2,912 +50%
CS
195
Credit Suisse
Switzerland
$951K +$366K +3,346 +63%
SFG
196
StrategIQ Financial Group
Indiana
$948K -$141K -1,291 -13%
CAL
197
Capital Advisors Ltd
Ohio
$936K – – –
HCIA
198
Hochman Cole Investment Advisors
Illinois
$931K – – –
PSF
199
Pacific Sun Financial
California
$930K +$604K +5,519 +185%
AIM
200
Acropolis Investment Management
Missouri
$923K +$3.72K +34 +0.4%
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