Vanguard Mid-Cap Value ETF
506 hedge funds and large institutions have $4.75B invested in Vanguard Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 159 increasing their positions, 178 reducing their positions, and 50 closing their positions.
135% more call options, than puts
Call options by funds: $1.76M | Put options by funds: $748K
32% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 50
13% more capital invested
Capital invested by funds: $4.21B → $4.75B (+$544M)
2% more funds holding
Funds holding: 496 → 506 (+10)
0.26% more ownership
Funds ownership: 53.31% → 53.57% (+0.26%)
6% less funds holding in top 10
Funds holding in top 10: 33 → 31 (-2)
11% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$37.7M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
+$29.2M |
| 3 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
+$11.8M |
| 4 |
RGI
River Global Investors
London,
United Kingdom
|
+$11.5M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$33.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$24.3M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$23.1M |
| 4 |
NYLIM
New York Life Investment Management
New York
|
-$17.8M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$13.2M |
VOE Hedge Fund Activity: Q1 2019 in Review
506 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2019, worth a combined $4.75B — up 13% from $4.21B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new VOE positions and 50 closed out — a net gain of 16 holders — while 159 added to existing stakes and 178 trimmed.
The largest buyer was Betterment LLC, adding an estimated $37.7M. The largest seller was Bank of America, cutting an estimated $33.4M.
- 506 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2019, up from 496 in Q4 2018.
- Funds reported $4.75B of Vanguard Mid-Cap Value ETF stock for Q1 2019, up 13% quarter-over-quarter.
- 66 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2019 and 50 closed out, a net change of +16 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q1 2019 was Betterment LLC, an estimated $37.7M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q1 2019 was Bank of America, an estimated $33.4M sold.
Based on aggregated 13F filings for Q1 2019.