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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

141 hedge funds and large institutions have $1.16B invested in Vanguard Mid-Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+17
Holders Change %
+13.71%
% of All Funds
4.1%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.38%
New
29
Increased
64
Reduced
30
Closed
11
Calls
$1.18M
Puts
$351K
Net Calls
+$830K
Net Calls Change
-$3.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$55.8M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.7M
3
MA
3
MCF Advisors
Kentucky
$9.94M
4
Morgan Stanley
4
Morgan Stanley
New York
$107M
5
FIG
5
FundX Investment Group
California
$9.37M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$305K
2
Citigroup
2
Citigroup
New York
$1.12M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.18M
4
DS
4
DRW Securities
Illinois
$0
5
SI
5
SII Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$107M +$7.86M +98,511 +8%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$99.1M +$2.72M +34,155 +3%
Bank of America
3
Bank of America
North Carolina
$91.6M +$5.37M +67,354 +6%
AIA
4
Arrow Investment Advisors
Maryland
$71.6M +$1.38M +17,300 +2%
DWA
5
Dorsey Wright & Associates
California
$70.8M +$1.36M +17,300 +2%
U
6
UBS
Switzerland
$70.2M +$5.78M +72,404 +9%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$65.6M +$1.88M +23,621 +3%
Axa
8
Axa
France
$57.2M – – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$55.8M +$55.8M +700,034 New
WA
10
Waverly Advisors
Alabama
$55.6M +$1.3M +16,252 +2%
Wells Fargo
11
Wells Fargo
California
$43.7M +$702K +8,802 +2%
MAA
12
Managed Account Advisors
New Jersey
$36.9M -$319K -3,994 -0.9%
LPL Financial
13
LPL Financial
California
$34.3M +$3.07M +38,456 +10%
CNB
14
City National Bank
California
$21.5M +$4.73M +59,326 +28%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$16.9M +$1.07M +13,466 +7%
TCT
16
TIAA CREF Trust
Missouri
$15M +$1.49M +18,657 +11%
CCM
17
Condor Capital Management
New Jersey
$13.3M +$666K +8,353 +5%
Goldman Sachs
18
Goldman Sachs
New York
$11.7M +$11.7M +146,942 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$11.2M +$1.71M +21,395 +18%
MA
20
MCF Advisors
Kentucky
$9.94M +$9.8M +118,313 +7,145%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$9.76M +$119K +1,496 +1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$9.65M +$567K +7,110 +6%
FIG
23
FundX Investment Group
California
$9.37M +$5.87M +73,600 +168%
CWM
24
Cranbrook Wealth Management
Michigan
$9.28M +$9.28M +116,273 New
SWM
25
SVA Wealth Management
Wisconsin
$9.08M +$9.08M +113,844 New
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