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Vanguard Mid-Cap Value ETF

315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+41
Holders Change %
+14.96%
% of All Funds
7.89%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.8%
New
62
Increased
141
Reduced
67
Closed
17
Calls
$225K
Puts
$797K
Net Calls
-$572K
Net Calls Change
+$255K
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
1
TD Ameritrade Investment Management
Nebraska
$311M +$2.38M +24,532 +0.8%
Betterment LLC
2
Betterment LLC
New York
$261M +$29.8M +307,125 +13%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$252M +$6.31M +64,930 +3%
Bank of America
4
Bank of America
North Carolina
$234M +$6.37M +65,520 +3%
Morgan Stanley
5
Morgan Stanley
New York
$223M +$16.2M +166,537 +8%
TCT
6
TIAA CREF Trust
Missouri
$177M +$5.96M +61,302 +3%
Wells Fargo
7
Wells Fargo
California
$164M +$46.3M +476,535 +39%
UBS Group
8
UBS Group
Switzerland
$112M -$2.94M -30,267 -3%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$109M -$2.72M -27,966 -2%
Axa
10
Axa
France
$59.7M +$4.72M +48,600 +9%
Ameriprise
11
Ameriprise
Minnesota
$49.7M +$9.11M +93,827 +22%
Stifel Financial
12
Stifel Financial
Missouri
$38.6M -$875K -9,018 -2%
WA
13
Waverly Advisors
Alabama
$38M -$89.2K -918 -0.2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$36.7M +$2.25M +23,197 +7%
AssetMark Inc
15
AssetMark Inc
California
$33.6M -$1.47M -15,108 -4%
Creative Planning
16
Creative Planning
Kansas
$30.9M +$403K +4,145 +1%
MIS
17
Morningstar Investment Services
Illinois
$30.9M +$6.97M +71,709 +29%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$30M +$428K +4,400 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$29.8M +$29.4M +302,941 +7,964%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$24.9M +$2.41M +24,783 +11%
SE
21
Summit Equities
New Jersey
$24.9M +$328K +3,375 +1%
CCM
22
Condor Capital Management
New Jersey
$24.1M +$267K +2,752 +1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$23M -$501K -5,139 -2%
Bessemer Group
24
Bessemer Group
New Jersey
$22.6M -$161K -1,656 -0.7%
AIA
25
Arrow Investment Advisors
Maryland
$21.9M +$21.9M +225,378 New