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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

222 hedge funds and large institutions have $1.77B invested in Vanguard Mid-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
6.2%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.61%
New
23
Increased
100
Reduced
62
Closed
17
Calls
–
Puts
$2.83M
Net Calls
-$2.83M
Net Calls Change
-$2.55M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$160M
2
NYLIM
New York Life Investment Management
New York
$26.5M
3
Betterment LLC
Betterment LLC
New York
$83.9M
4
TCT
TIAA CREF Trust
Missouri
$83.1M
5
UBS Group
UBS Group
Switzerland
$82.4M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$0
2
TAIM
TD Ameritrade Investment Management
Nebraska
$171M
3
IFA
Interactive Financial Advisors
Illinois
$0
4
LC
Lubar & Co
Wisconsin
$10.8M
5
TRCT
Tower Research Capital (TRC)
New York
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$175M +$2.17M +26,025 +1%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$171M -$6.99M -84,015 -4%
Bank of America
3
Bank of America
North Carolina
$160M +$32.6M +391,211 +25%
Morgan Stanley
4
Morgan Stanley
New York
$157M -$428K -5,140 -0.3%
Betterment LLC
5
Betterment LLC
New York
$83.9M +$13M +156,243 +18%
TCT
6
TIAA CREF Trust
Missouri
$83.1M +$12.7M +152,129 +18%
UBS Group
7
UBS Group
Switzerland
$82.4M +$8.8M +105,768 +12%
Axa
8
Axa
France
$48M – – –
Wells Fargo
9
Wells Fargo
California
$44.6M -$863K -10,371 -2%
LPL Financial
10
LPL Financial
California
$37.8M +$4.61M +53,548 +14%
WA
11
Waverly Advisors
Alabama
$30.8M +$58.9K +707 +0.2%
Vanguard Group
12
Vanguard Group
Pennsylvania
$28.9M -$209K -2,511 -0.7%
CGH
13
Cleary Gull Holdings
Wisconsin
$28.7M +$486K +5,833 +2%
NYLIM
14
New York Life Investment Management
New York
$26.5M +$18.3M +219,659 +224%
Stifel Financial
15
Stifel Financial
Missouri
$23.8M +$1.2M +14,430 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22.1M +$834K +10,015 +4%
Goldman Sachs
17
Goldman Sachs
New York
$21.4M +$7.41K +89 +0%
CCM
18
Condor Capital Management
New Jersey
$20M +$126K +1,519 +0.6%
CNB
19
City National Bank
California
$19.7M -$690K -8,292 -3%
SE
20
Summit Equities
New Jersey
$18.8M +$1.11M +13,306 +6%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$17.1M +$1.28M +15,378 +8%
ZB
22
Zions Bancorporation
Utah
$16.8M +$3.55M +40,738 +27%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$16M -$206K -2,476 -1%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$14.8M +$705K +8,469 +5%
GI
25
Gradient Investments
Minnesota
$12.4M +$496K +5,955 +4%
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