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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

338 hedge funds and large institutions have $3.44B invested in Vanguard Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 161 increasing their positions, 79 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+23
Holders Change %
+7.3%
% of All Funds
8.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.77%
New
42
Increased
161
Reduced
79
Closed
16
Calls
$843K
Puts
$572K
Net Calls
+$271K
Net Calls Change
+$843K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$328M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$149M
3
Ameriprise
Ameriprise
Minnesota
$74.5M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$27.5M
5
Morgan Stanley
Morgan Stanley
New York
$254M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$326K
2
Wells Fargo
Wells Fargo
California
$157M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.8M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
1
TD Ameritrade Investment Management
Nebraska
$338M +$11.8M +115,975 +4%
Betterment LLC
2
Betterment LLC
New York
$328M +$53.8M +527,975 +20%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$265M +$645K +6,327 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$254M +$19.9M +195,595 +9%
Bank of America
5
Bank of America
North Carolina
$250M +$3.71M +36,356 +2%
TCT
6
TIAA CREF Trust
Missouri
$202M +$16.8M +164,663 +9%
Wells Fargo
7
Wells Fargo
California
$157M -$15.5M -152,368 -9%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$149M +$34.4M +337,505 +30%
UBS Group
9
UBS Group
Switzerland
$117M -$275K -2,697 -0.2%
Ameriprise
10
Ameriprise
Minnesota
$74.5M +$22.3M +219,236 +43%
Axa
11
Axa
France
$62.3M -$316K -3,100 -0.5%
Stifel Financial
12
Stifel Financial
Missouri
$46.6M +$6.01M +58,817 +15%
AssetMark Inc
13
AssetMark Inc
California
$46.4M +$11.2M +110,158 +32%
WA
14
Waverly Advisors
Alabama
$40.7M +$824K +8,088 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$39.3M +$802K +7,867 +2%
MIS
16
Morningstar Investment Services
Illinois
$36.8M +$4.45M +43,627 +14%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$32.8M +$1.56M +15,331 +5%
Creative Planning
18
Creative Planning
Kansas
$32.1M -$368K -3,609 -1%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$30.6M -$846K -8,300 -3%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$27.5M +$21.6M +212,137 +368%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.1M +$972K +9,541 +4%
SE
22
Summit Equities
New Jersey
$26.6M +$544K +5,341 +2%
CCM
23
Condor Capital Management
New Jersey
$24.9M -$295K -2,890 -1%
NYLIM
24
New York Life Investment Management
New York
$23.7M +$11.5M +113,000 +95%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$23.5M -$497K -4,878 -2%
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