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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

436 hedge funds and large institutions have $4.36B invested in Vanguard Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 180 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
+12
Holders Change %
+2.83%
% of All Funds
10%
Holding in Top 10
34
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
41
Increased
180
Reduced
130
Closed
26
Calls
$2.1M
Puts
$1.12M
Net Calls
+$985K
Net Calls Change
-$163K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$50.3M
2
Betterment LLC
Betterment LLC
New York
+$38M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.5M
4
Wells Fargo
Wells Fargo
California
+$18.3M
5
AssetMark Inc
AssetMark Inc
California
+$16.8M

Top Sellers

1
TF
TIAA FSB
Florida
-$18.9M
2
KTM
Keeler Thomas Management
Utah
-$14.2M
3
MML Investors Services
MML Investors Services
Massachusetts
-$12.6M
4
MSL
Mackay Shields LLC
New York
-$12.4M
5
NYLIM
New York Life Investment Management
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$678M +$38M +344,117 +6%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$293M -$984K -8,905 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$279M -$4.32M -39,088 -2%
Bank of America
4
Bank of America
North Carolina
$241M +$144K +1,306 +0.1%
TF
5
TIAA FSB
Florida
$239M -$18.9M -171,352 -7%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$217M +$7.74M +70,108 +4%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$203M +$50.3M +456,144 +33%
Wells Fargo
8
Wells Fargo
California
$169M +$18.3M +165,658 +12%
UBS Group
9
UBS Group
Switzerland
$131M +$2.01M +18,201 +2%
Ameriprise
10
Ameriprise
Minnesota
$91.7M +$4.66M +42,146 +5%
Stifel Financial
11
Stifel Financial
Missouri
$87.8M +$9.34M +84,393 +12%
Deutsche Bank
12
Deutsche Bank
Germany
$66.6M – – –
AssetMark Inc
13
AssetMark Inc
California
$64.1M +$16.8M +152,278 +36%
LPL Financial
14
LPL Financial
California
$63M +$3.35M +30,369 +6%
WA
15
Waverly Advisors
Alabama
$60.6M +$1.97M +17,812 +3%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$53.1M +$28.5M +258,018 +116%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$49.8M -$788K -7,137 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$47.4M +$680K +6,152 +1%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$45.7M +$10.5M +94,798 +30%
Axa
20
Axa
France
$39.1M -$210K -1,900 -0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$38.3M +$2.07M +18,772 +6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$34.9M – – –
Creative Planning
23
Creative Planning
Kansas
$33.1M +$3.65K +33 +0%
SE
24
Summit Equities
New Jersey
$32.2M -$712K -6,442 -2%
CL
25
Cabana LLC
Arkansas
$31.5M -$3.85M -34,836 -11%
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