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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

349 hedge funds and large institutions have $3.42B invested in Vanguard Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 152 increasing their positions, 105 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
349
Holders Change
+11
Holders Change %
+3.25%
% of All Funds
8.71%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.72%
New
42
Increased
152
Reduced
105
Closed
27
Calls
$807K
Puts
$340K
Net Calls
+$467K
Net Calls Change
+$196K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$383M
2
LPL Financial
LPL Financial
California
$47.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$30.3M
4
Morgan Stanley
Morgan Stanley
New York
$268M
5
NYLIM
New York Life Investment Management
New York
$34.4M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
$185M
2
Bank of America
Bank of America
North Carolina
$212M
3
AIA
Arrow Investment Advisors
Maryland
$0
4
MIS
Morningstar Investment Services
Illinois
$21.8M
5
PI
PHH Investments
Texas
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$383M +$51.8M +503,842 +16%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$269M +$1.76M +17,083 +0.7%
Morgan Stanley
3
Morgan Stanley
New York
$268M +$11.7M +114,202 +5%
TF
4
TIAA FSB
Florida
$215M +$215M +2,089,329 New
Bank of America
5
Bank of America
North Carolina
$212M -$39.9M -387,870 -16%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$185M -$156M -1,517,466 -46%
Wells Fargo
7
Wells Fargo
California
$160M +$1.37M +13,312 +0.9%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$149M -$1.15M -11,164 -0.8%
UBS Group
9
UBS Group
Switzerland
$115M -$3.22M -31,276 -3%
Ameriprise
10
Ameriprise
Minnesota
$80.8M +$5.69M +55,358 +8%
Axa
11
Axa
France
$59.2M -$3.66M -35,600 -6%
Stifel Financial
12
Stifel Financial
Missouri
$54M +$6.93M +67,291 +15%
LPL Financial
13
LPL Financial
California
$47.3M +$46.9M +455,961 +11,682%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$41.4M +$1.78M +17,329 +4%
WA
15
Waverly Advisors
Alabama
$41.1M +$7.2K +70 +0%
AssetMark Inc
16
AssetMark Inc
California
$39.5M -$7.37M -71,605 -16%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$35.8M +$2.64M +25,662 +8%
NYLIM
18
New York Life Investment Management
New York
$34.4M +$10.5M +101,947 +44%
Creative Planning
19
Creative Planning
Kansas
$32.1M -$233K -2,267 -0.7%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$30.9M – – –
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$30.8M +$3.08M +29,958 +11%
MML Investors Services
22
MML Investors Services
Massachusetts
$30.3M +$30.3M +294,853 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$28.6M +$1.22M +11,839 +4%
SE
24
Summit Equities
New Jersey
$28M +$1.15M +11,210 +4%
CCM
25
Condor Capital Management
New Jersey
$24.8M -$331K -3,218 -1%
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