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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

217 hedge funds and large institutions have $1.82B invested in Vanguard Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
5.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
23
Increased
106
Reduced
47
Closed
16
Calls
$971K
Puts
$1.25M
Net Calls
-$281K
Net Calls Change
-$134K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$77.2M
2
TAIM
TD Ameritrade Investment Management
Nebraska
$194M
3
SE
Summit Equities
New Jersey
$19.3M
4
LC
Lubar & Co
Wisconsin
$14.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$188M

Top Sellers

1
OAJ
Ogorek Anthony Joseph
New York
$11.2M
2
EWA
Exencial Wealth Advisors
Oklahoma
$0
3
SG Americas Securities
SG Americas Securities
New York
$111K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$2.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
201
Integrated Wealth Management
California
$26K – – –
Legal & General Group
202
Legal & General Group
United Kingdom
$20K – – –
MWP
203
MYCIO Wealth Partners
Pennsylvania
$17K – – –
BCI
204
Brinker Capital Investments
Pennsylvania
$17K +$368 +4 +2%
KCPG
205
Kavar Capital Partners Group
Kansas
$15K +$15K +176 New
PG
206
Patten Group
Tennessee
$14.9K +$14.9K +165 New
Bessemer Group
207
Bessemer Group
New Jersey
$14K +$14K +150 New
KPCM
208
Kings Point Capital Management
New York
$12K – – –
S
209
SignatureFD
Georgia
$9K – – –
VIA
210
Vantage Investment Advisors
Pennsylvania
$7K -$7K -82 -50%
CFA
211
Carroll Financial Associates
North Carolina
$7K +$7K +77 New
CTB
212
Country Trust Bank
Illinois
$6K – – –
EWM
213
Evercore Wealth Management
New York
$6K – – –
AIM
214
Advantage Investment Management
Iowa
$4K +$89 +1 +2%
W
215
Wealthfront
California
$3K +$931 +9 +45%
FHC
216
First Heartland Consultants
Missouri
$2.01K -$518 -5,723 -21%
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96 +$34 +379 +56%
EWA
218
Exencial Wealth Advisors
Oklahoma
– -$8.82M -94,717 Closed
CAM
219
Concorde Asset Management
Michigan
– -$1.23M -13,363 Closed
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
– -$1.17M -12,715 Closed
MIH
221
Madison Investment Holdings
Wisconsin
– -$929K -10,103 Closed
ATC
222
Argent Trust Company
Louisiana
– -$642K -6,988 Closed
JPMorgan Chase & Co
223
JPMorgan Chase & Co
New York
– -$504K -5,476 Closed
ICAS
224
Investors Capital Advisory Services
Massachusetts
– -$248K -2,706 Closed
BT
225
Beacon Trust
New Jersey
– -$248K -2,699 Closed
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