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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

436 hedge funds and large institutions have $4.36B invested in Vanguard Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 180 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+12
Holders Change %
+2.83%
% of All Funds
10%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
41
Increased
180
Reduced
130
Closed
26
Calls
$2.1M
Puts
$1.12M
Net Calls
+$985K
Net Calls Change
-$163K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$50.3M
2
Betterment LLC
Betterment LLC
New York
+$38M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.5M
4
Wells Fargo
Wells Fargo
California
+$18.3M
5
AssetMark Inc
AssetMark Inc
California
+$16.8M

Top Sellers

1
TF
TIAA FSB
Florida
-$18.9M
2
KTM
Keeler Thomas Management
Utah
-$14.2M
3
MML Investors Services
MML Investors Services
Massachusetts
-$12.6M
4
MSL
Mackay Shields LLC
New York
-$12.4M
5
NYLIM
New York Life Investment Management
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
201
Opes Advisors
California
$923K -$102K -923 -10%
GT
202
Glenview Trust
Kentucky
$916K – – –
VF
203
Virtu Financial
New York
$916K +$916K +8,289 New
PCMC
204
Paragon Capital Management (Colorado)
Colorado
$906K – – –
TI
205
Truepoint Inc
Ohio
$906K +$900K +8,144 +14,041%
BS
206
Boenning & Scattergood
Pennsylvania
$906K +$906K +8,208 New
CAL
207
Capital Advisors Ltd
Ohio
$900K -$45.2K -409 -5%
TC
208
Truvestments Capital
Florida
$867K +$867K +7,850 New
IWM
209
IHT Wealth Management
Illinois
$852K -$99.7K -902 -10%
BOH
210
Bank of Hawaii
Hawaii
$852K +$15.5K +140 +2%
FNBOMD
211
First National Bank of Mount Dora
Florida
$848K – – –
EA
212
Edge Advisors
Georgia
$832K +$90.9K +823 +12%
Renaissance Technologies
213
Renaissance Technologies
New York
$817K -$66.2K -600 -8%
CWM
214
Capital Wealth Management
Rhode Island
$816K -$34K -308 -4%
CS
215
Comerica Securities
Michigan
$806K – – –
CCA
216
Checchi Capital Advisers
California
$805K +$62.2K +563 +8%
BJL
217
Brighton Jones LLC
Washington
$784K +$10.6K +96 +1%
CIAS
218
Capital Investment Advisory Services
North Carolina
$747K +$3.31K +30 +0.4%
HFS
219
HL Financial Services
Kentucky
$742K +$186K +1,681 +33%
BEAM
220
Baker Ellis Asset Management
Washington
$741K -$34.6K -313 -4%
AWM
221
AE Wealth Management
Kansas
$739K +$385K +3,488 +109%
BIM
222
Baldwin Investment Management
Pennsylvania
$731K +$731K +6,620 New
CHA
223
Carmichael Hill & Associates
Maryland
$730K – – –
EVM
224
Eaton Vance Management
Massachusetts
$708K -$702K -6,362 -50%
NL
225
NWAM LLC
Washington
$708K -$14.8K -134 -2%
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