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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

354 hedge funds and large institutions have $3.56B invested in Vanguard Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
+5
Holders Change %
+1.43%
% of All Funds
8.84%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
33
Increased
158
Reduced
105
Closed
26
Calls
$1.15M
Puts
$507K
Net Calls
+$644K
Net Calls Change
+$177K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$440M
2
TF
TIAA FSB
Florida
$235M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$13.6M
4
Bank of America
Bank of America
North Carolina
$224M
5
Morgan Stanley
Morgan Stanley
New York
$280M

Top Sellers

1
NYLIM
New York Life Investment Management
New York
$17.8M
2
AssetMark Inc
AssetMark Inc
California
$30.3M
3
TAT
TD Ameritrade Trust
Colorado
$0
4
EC
Estate Counselors
Wisconsin
$0
5
UBS Group
UBS Group
Switzerland
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$440M +$46.8M +442,642 +12%
Morgan Stanley
2
Morgan Stanley
New York
$280M +$5.57M +52,753 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$279M +$2.83M +26,758 +1%
TF
4
TIAA FSB
Florida
$235M +$14.5M +137,507 +7%
Bank of America
5
Bank of America
North Carolina
$224M +$6.06M +57,343 +3%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$188M -$2.3M -21,778 -1%
Wells Fargo
7
Wells Fargo
California
$169M +$5.15M +48,784 +3%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$150M -$2.6M -24,645 -2%
UBS Group
9
UBS Group
Switzerland
$111M -$6.97M -65,949 -6%
Ameriprise
10
Ameriprise
Minnesota
$88.2M +$5.09M +48,127 +6%
Axa
11
Axa
France
$57.9M -$2.92M -27,600 -5%
Stifel Financial
12
Stifel Financial
Missouri
$53.6M -$1.82M -17,204 -3%
LPL Financial
13
LPL Financial
California
$47.9M -$696K -6,587 -1%
WA
14
Waverly Advisors
Alabama
$47M +$4.79M +45,370 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$41.9M -$620K -5,868 -1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$39.7M +$3M +28,378 +8%
Creative Planning
17
Creative Planning
Kansas
$33.4M +$364K +3,441 +1%
MML Investors Services
18
MML Investors Services
Massachusetts
$31.6M +$435K +4,113 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31.5M +$2.17M +20,566 +7%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$30.6M -$1.09M -10,336 -3%
SE
21
Summit Equities
New Jersey
$30.4M +$1.65M +15,622 +6%
AssetMark Inc
22
AssetMark Inc
California
$30.3M -$10.3M -97,225 -25%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$28.5M -$3.22M -30,500 -10%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$26.9M +$2.64M +25,003 +11%
CCM
25
Condor Capital Management
New Jersey
$25.2M -$334K -3,159 -1%
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