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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

274 hedge funds and large institutions have $2.67B invested in Vanguard Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 129 increasing their positions, 81 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+6
Holders Change %
+2.24%
% of All Funds
7.32%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.67%
New
26
Increased
129
Reduced
81
Closed
13
Calls
$813K
Puts
$1.64M
Net Calls
-$827K
Net Calls Change
-$1.44M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$114M
2
Bank of America
Bank of America
North Carolina
$220M
3
Betterment LLC
Betterment LLC
New York
$223M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$297M
5
TCT
TIAA CREF Trust
Missouri
$165M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$356K
2
SS
Simplicity Solutions
Minnesota
$0
3
JFA
JNBA Financial Advisors
Minnesota
$20K
4
LC
Lubar & Co
Wisconsin
$5.76M
5
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
1
TD Ameritrade Investment Management
Nebraska
$297M +$24M +256,934 +9%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$237M +$5.97M +63,826 +3%
Betterment LLC
3
Betterment LLC
New York
$223M +$36.8M +393,625 +20%
Bank of America
4
Bank of America
North Carolina
$220M +$39.4M +420,886 +22%
Morgan Stanley
5
Morgan Stanley
New York
$199M +$1.46M +15,606 +0.7%
TCT
6
TIAA CREF Trust
Missouri
$165M +$16.7M +178,332 +11%
Wells Fargo
7
Wells Fargo
California
$114M +$47M +502,292 +70%
UBS Group
8
UBS Group
Switzerland
$110M +$6.81M +72,797 +7%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$108M -$4.38M -46,835 -4%
Axa
10
Axa
France
$53M – – –
Ameriprise
11
Ameriprise
Minnesota
$39.2M +$10.4M +110,617 +36%
Stifel Financial
12
Stifel Financial
Missouri
$38M +$3.9M +41,742 +11%
WA
13
Waverly Advisors
Alabama
$36.7M -$48.9K -523 -0.1%
AssetMark Inc
14
AssetMark Inc
California
$33.7M +$9.14M +97,715 +37%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$33.2M +$40.4K +432 +0.1%
Creative Planning
16
Creative Planning
Kansas
$29.4M +$11.9M +126,958 +68%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$28.5M -$112K -1,200 -0.4%
SE
18
Summit Equities
New Jersey
$23.6M +$274K +2,932 +1%
MIS
19
Morningstar Investment Services
Illinois
$23M +$1.66M +17,694 +8%
CCM
20
Condor Capital Management
New Jersey
$22.9M +$392K +4,187 +2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$22.3M -$701K -7,553 -3%
Bessemer Group
22
Bessemer Group
New Jersey
$21.9M +$454K +4,850 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.7M +$1.23M +13,150 +6%
FC
24
Forte Capital
New York
$20.3M -$29.8K -319 -0.1%
ZB
25
Zions Bancorporation
Utah
$19.4M +$29.4K +319 +0.2%
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