Vanguard Mid-Cap Value ETF
544 hedge funds and large institutions have $3.98B invested in Vanguard Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 204 reducing their positions, and 113 closing their positions.
116% more call options, than puts
Call options by funds: $837K | Put options by funds: $388K
2% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 204
6.96% less ownership
Funds ownership: 62.43% → 55.46% (-7%)
11% less funds holding
Funds holding: 611 → 544 (-67)
19% less funds holding in top 10
Funds holding in top 10: 32 → 26 (-6)
31% less capital invested
Capital invested by funds: $5.8B → $3.98B (-$1.82B)
50% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$86.8M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$34.4M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$24.3M |
| 4 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
+$16.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$619M |
| 2 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$35.2M |
| 3 |
Betterment LLC
New York
|
-$30.1M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$26.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$18.7M |
VOE Hedge Fund Activity: Q1 2020 in Review
544 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2020, worth a combined $3.98B — down 31% from $5.8B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of VOE and 56 opened new positions — a net loss of 57 holders — while 204 trimmed existing stakes and 209 added.
The largest buyer was Natixis Advisors, adding an estimated $86.8M. The largest seller was Johanson Financial Advisors, cutting an estimated $619M.
- 544 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2020, down from 611 in Q4 2019.
- Funds reported $3.98B of Vanguard Mid-Cap Value ETF stock for Q1 2020, down 31% quarter-over-quarter.
- 56 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2020 and 113 closed out, a net change of -57 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q1 2020 was Natixis Advisors, an estimated $86.8M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q1 2020 was Johanson Financial Advisors, an estimated $619M sold.
Based on aggregated 13F filings for Q1 2020.