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Vanguard Mid-Cap Value ETF
VOE

Overview Fund Activity

443 hedge funds and large institutions have $4.79B invested in Vanguard Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 179 increasing their positions, 130 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+7
Holders Change %
+1.61%
% of All Funds
10.14%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.82%
New
35
Increased
179
Reduced
130
Closed
26
Calls
$2.11M
Puts
$960K
Net Calls
+$1.15M
Net Calls Change
+$162K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$252M
2
Betterment LLC
Betterment LLC
New York
$771M
3
TAIM
TD Ameritrade Investment Management
Nebraska
$274M
4
MMEA
Main Management ETF Advisors
California
$18.9M
5
NYLIM
New York Life Investment Management
New York
$20.5M

Top Sellers

1
MA
MCF Advisors
Kentucky
$205K
2
AssetMark Inc
AssetMark Inc
California
$56.7M
3
MD
Money Design
Japan
$18.2M
4
KFA
Kays Financial Advisory
Georgia
$8.08M
5
JFA
JNBA Financial Advisors
Minnesota
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$771M +$76.8M +679,435 +11%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$296M -$4.5M -39,837 -2%
Morgan Stanley
3
Morgan Stanley
New York
$287M +$988K +8,734 +0.3%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$274M +$51.4M +454,865 +23%
Wells Fargo
5
Wells Fargo
California
$252M +$79.5M +702,833 +46%
Bank of America
6
Bank of America
North Carolina
$247M -$624K -5,517 -0.3%
TF
7
TIAA FSB
Florida
$241M -$4.26M -37,654 -2%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$204M -$3.88M -34,289 -2%
UBS Group
9
UBS Group
Switzerland
$137M +$2.35M +20,796 +2%
Ameriprise
10
Ameriprise
Minnesota
$99.8M +$6.06M +53,643 +6%
Stifel Financial
11
Stifel Financial
Missouri
$97.5M +$7.82M +69,227 +9%
Deutsche Bank
12
Deutsche Bank
Germany
$68.2M +$39K +345 +0.1%
LPL Financial
13
LPL Financial
California
$66.3M +$1.82M +16,087 +3%
WA
14
Waverly Advisors
Alabama
$63.5M +$1.37M +12,144 +2%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$63.1M +$16.3M +143,718 +35%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$57.2M +$2.81M +24,877 +5%
AssetMark Inc
17
AssetMark Inc
California
$56.7M -$8.94M -79,092 -14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$51.6M +$618K +5,462 +1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$46.8M -$1.71M -15,166 -4%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$45.5M +$9.3M +82,253 +26%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$40.3M +$1.15M +10,139 +3%
Axa
22
Axa
France
$40M – – –
CL
23
Cabana LLC
Arkansas
$36.2M +$3.9M +34,461 +12%
SE
24
Summit Equities
New Jersey
$33.3M +$310K +2,745 +0.9%
Creative Planning
25
Creative Planning
Kansas
$32.6M -$1.26M -11,144 -4%
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