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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

417 hedge funds and large institutions have $3.95B invested in Vanguard Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 167 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+63
Holders Change %
+17.8%
% of All Funds
9.47%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.77%
New
85
Increased
167
Reduced
102
Closed
21
Calls
$745K
Puts
$926K
Net Calls
-$181K
Net Calls Change
-$825K

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$584M
2
ACM
AlphaStar Capital Management
North Carolina
$10.8M
3
WA
Waverly Advisors
Alabama
$60M
4
Bank of America
Bank of America
North Carolina
$246M
5
TF
TIAA FSB
Florida
$257M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$117M
2
CCM
Condor Capital Management
New Jersey
$0
3
AA
Advisory Alpha
Michigan
$0
4
PFA
Pure Financial Advisors
California
$0
5
AIA
Allegis Investment Advisors
Idaho
$2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$584M +$119M +1,069,919 +26%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$296M +$1.42M +12,687 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$287M -$9.37M -83,945 -3%
TF
4
TIAA FSB
Florida
$257M +$8.84M +79,200 +4%
Bank of America
5
Bank of America
North Carolina
$246M +$10.1M +90,525 +4%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$205M +$6.74M +60,411 +3%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$157M -$1.92M -17,198 -1%
UBS Group
8
UBS Group
Switzerland
$118M +$984K +8,821 +0.8%
Wells Fargo
9
Wells Fargo
California
$117M -$62M -555,350 -35%
Ameriprise
10
Ameriprise
Minnesota
$88.8M -$4.2M -37,688 -5%
Stifel Financial
11
Stifel Financial
Missouri
$61.5M +$4.97M +44,535 +9%
WA
12
Waverly Advisors
Alabama
$60M +$10.4M +93,246 +21%
LPL Financial
13
LPL Financial
California
$56.9M +$6.37M +57,087 +13%
Axa
14
Axa
France
$56.9M -$4.3M -38,500 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$45.4M +$1.11M +9,991 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$45.3M +$3.36M +30,086 +8%
AssetMark Inc
17
AssetMark Inc
California
$34.4M +$2.41M +21,625 +8%
MML Investors Services
18
MML Investors Services
Massachusetts
$34M +$619K +5,548 +2%
Creative Planning
19
Creative Planning
Kansas
$34M -$1.28M -11,438 -4%
JPMPWA
20
J.P. Morgan Private Wealth Advisors
California
$33.9M +$1.61M +14,409 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$33.5M +$215K +1,926 +0.6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$33.4M +$4.99M +44,765 +18%
SE
23
Summit Equities
New Jersey
$33M +$866K +7,761 +3%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$30.1M – – –
CL
25
Cabana LLC
Arkansas
$26.1M +$26.1M +220,673 New
1
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