VOE icon

Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

274 hedge funds and large institutions have $2.67B invested in Vanguard Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
7.32%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
26
Increased
129
Reduced
81
Closed
13
Calls
$813K
Puts
$1.64M
Net Calls
-$827K
Net Calls Change
-$1.44M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$114M
2
Bank of America
Bank of America
North Carolina
$220M
3
Betterment LLC
Betterment LLC
New York
$223M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$297M
5
TCT
TIAA CREF Trust
Missouri
$165M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$356K
2
SS
Simplicity Solutions
Minnesota
$0
3
JFA
JNBA Financial Advisors
Minnesota
$20K
4
LC
Lubar & Co
Wisconsin
$5.76M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
CT Financial Advisors
Pennsylvania
$252K +$1.31K +14 +0.5%
Millennium Management
202
Millennium Management
New York
$250K -$171K -1,828 -41%
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$245K – – –
SCA
204
Salient Capital Advisors
Texas
$243K +$243K +2,594 New
AIM
205
Advantage Investment Management
Iowa
$240K +$13.2K +141 +6%
BF
206
BOK Financial
Oklahoma
$238K +$238K +2,537 New
ZIM
207
Zacks Investment Management
Illinois
$237K +$237K +2,536 New
AFP
208
Ausdal Financial Partners
Iowa
$231K – – –
FTIOP
209
Fiduciary Trust International of Pennsylvania
Pennsylvania
$230K +$230K +2,458 New
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$216K – – –
Mariner
211
Mariner
Kansas
$215K +$215K +2,291 New
MJRIC
212
Mogy Joel R Investment Counsel
California
$214K – – –
MFS
213
McNamara Financial Services
Massachusetts
$213K -$2.53K -27 -1%
MCM
214
Maryland Capital Management
Maryland
$202K +$202K +2,160 New
WEC
215
Winslow Evans & Crocker
Massachusetts
$198K +$52.9K +566 +37%
GI
216
Gradient Investments
Minnesota
$161K -$84.3K -900 -34%
VCM
217
Versant Capital Management
Arizona
$160K +$840 +9 +0.5%
SF
218
Synovus Financial
Georgia
$154K +$748 +8 +0.5%
BEAM
219
Baker Ellis Asset Management
Washington
$152K +$152K +1,621 New
WTC
220
WhitTier Trust Company
Nevada
$147K +$53.7K +575 +58%
ACM
221
Argentus Capital Management
Texas
$143K +$115K +1,222 +406%
ASN
222
Advisory Services Network
Georgia
$140K – – –
BlackRock
223
BlackRock
New York
$134K +$7.98K +85 +6%
IFA
224
Interactive Financial Advisors
Illinois
$131K +$131K +1,402 New
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$108K +$102K +1,085 +1,669%
7 8
9
10 11