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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$46.3M
2
Betterment LLC
Betterment LLC
New York
+$29.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$29.4M
4
AIA
Arrow Investment Advisors
Maryland
+$21.9M
5
Morgan Stanley
Morgan Stanley
New York
+$16.2M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$5.8M
2
ZB
Zions Bancorporation
Utah
-$3.06M
3
UBS Group
UBS Group
Switzerland
-$2.94M
4
OBWP
O'Brien Wealth Partners
Massachusetts
-$2.87M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$465K +$17.2K +177 +4%
TNBTD
202
Trustmark National Bank Trust Department
Mississippi
$449K +$195K +2,000 +76%
NFG
203
Nations Financial Group
Iowa
$432K -$97K -999 -18%
AI
204
Atria Investments
North Carolina
$432K +$432K +4,444 New
SCG
205
Sonata Capital Group
Washington
$428K – – –
OIA
206
Optimum Investment Advisors
Illinois
$428K +$117K +1,200 +37%
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$397K -$1.75K -18 -0.4%
BB
208
Busey Bank
Illinois
$394K +$394K +4,060 New
PPA
209
Parametric Portfolio Associates
Washington
$389K -$5.93K -61 -2%
BCIM
210
Bishop & Co Investment Management
Pennsylvania
$387K – – –
M&T Bank
211
M&T Bank
New York
$387K +$29K +298 +8%
JPMorgan Chase & Co
212
JPMorgan Chase & Co
New York
$386K +$120K +1,239 +45%
KA
213
Kovack Advisors
Florida
$384K +$60.7K +624 +19%
RFC
214
Regions Financial Corp
Alabama
$379K -$5.33K -55 -1%
CCM
215
Covington Capital Management
California
$350K – – –
RWA
216
Ropes Wealth Advisors
Massachusetts
$347K – – –
WI
217
Wintrust Investments
Illinois
$346K +$1.07K +11 +0.3%
NP
218
NorthRock Partners
Minnesota
$340K -$27.3K -281 -7%
WEC
219
Winslow Evans & Crocker
Massachusetts
$326K +$120K +1,236 +58%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$315K +$204K +2,106 +185%
SSI
221
Scott & Selber Inc
Texas
$311K – – –
MGIA
222
Moneta Group Investment Advisors
Missouri
$310K – – –
PFA
223
Paradigm Financial Advisors
Missouri
$310K +$3.11K +32 +1%
LFAS
224
Level Four Advisory Services
Texas
$298K +$298K +3,066 New
NCMW
225
Northern Capital Management (Wisconsin)
Wisconsin
$293K +$293K +3,010 New
7 8
9
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