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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$53.8M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$34.4M
3
Ameriprise
Ameriprise
Minnesota
+$22.3M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$21.6M
5
Morgan Stanley
Morgan Stanley
New York
+$19.9M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$23.4M
2
Wells Fargo
Wells Fargo
California
-$15.5M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$8.85M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.63M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
201
JPMorgan Chase & Co
New York
$642K +$237K +2,321 +58%
EA
202
Edge Advisors
Georgia
$633K – – –
CAL
203
Capital Analysts LLC
Pennsylvania
$592K -$168K -1,652 -22%
CL
204
Choreo LLC
Illinois
$585K -$6.11K -60 -1%
BAS
205
Brown Advisory Securities
Maryland
$551K +$551K +5,398 New
JIC
206
Johnson Investment Counsel
Ohio
$524K +$524K +5,147 New
TNBTD
207
Trustmark National Bank Trust Department
Mississippi
$512K +$41.8K +410 +9%
CCA
208
Checchi Capital Advisers
California
$510K -$451K -4,420 -47%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$501K -$5.1K -50 -1%
SCG
210
Sonata Capital Group
Washington
$489K +$40.8K +400 +9%
EVM
211
Eaton Vance Management
Massachusetts
$440K +$440K +4,315 New
WEC
212
Winslow Evans & Crocker
Massachusetts
$425K +$82.9K +814 +24%
BB
213
Busey Bank
Illinois
$420K +$6.52K +64 +2%
HFS
214
HL Financial Services
Kentucky
$420K +$116K +1,141 +38%
LFAS
215
Level Four Advisory Services
Texas
$419K +$109K +1,081 +35%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$417K +$86.4K +848 +26%
FHC
217
First Heartland Consultants
Missouri
$408K -$785K -7,696 -66%
BCIM
218
Bishop & Co Investment Management
Pennsylvania
$406K – – –
KA
219
Kovack Advisors
Florida
$399K -$3.88K -38 -1%
LPL Financial
220
LPL Financial
California
$396K -$129K -1,272 -25%
RFC
221
Regions Financial Corp
Alabama
$388K -$10.2K -100 -3%
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$380K -$36.6K -359 -9%
VKH
223
Virtu KCG Holdings
New York
$376K +$376K +3,692 New
IAA
224
Independent Advisor Alliance
North Carolina
$376K +$376K +3,726 New
M&T Bank
225
M&T Bank
New York
$372K -$33.7K -330 -8%
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