We are live on ! Find out more
VOE icon

Vanguard Mid-Cap Value ETF

424 hedge funds and large institutions have $4.11B invested in Vanguard Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $1.04M

40% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 129

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

1.84% more ownership

Funds ownership: 47.44%49.28% (+1.8%)

2% more funds holding

Funds holding: 417424 (+7)

4% more capital invested

Capital invested by funds: $3.95B → $4.11B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

Holders
424
Holders Change
+7
Holders Change %
+1.68%
% of All Funds
9.72%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
49
Increased
180
Reduced
129
Closed
40
Calls
$2.19M
Puts
$1.04M
Net Calls
+$1.15M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
276
Beacon Investment Advisory Services
New Jersey
$332K +$342K +3,037 New
WSTAM
277
Wilbanks Smith & Thomas Asset Management
Virginia
$324K -$409K -3,633 -55%
IWC
278
Integrated Wealth Concepts
Massachusetts
$315K -$3.49K -31 -1%
EAM
279
Evanson Asset Management
California
$313K +$450 +4 +0.1%
THWM
280
Taylor Hoffman Wealth Management
Virginia
$308K -$53.6K -477 -14%
WA
281
WP Advisors
California
$303K +$1.46K +13 +0.5%
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$301K -$35.4K -315 -10%
CFA
283
Camarda Financial Advisors
Florida
$298K -$45K -400 -13%
M&T Bank
284
M&T Bank
New York
$298K +$65.6K +583 +27%
FHA
285
Flagship Harbor Advisors
Massachusetts
$297K +$4.5K +40 +1%
V
286
Veritable
Delaware
$295K
SCA
287
Snowden Capital Advisors
New York
$291K -$1.24K -11 -0.4%
CC
288
Courier Capital
New York
$289K -$12.7K -113 -4%
SA
289
Strategic Advisors
New York
$287K +$675 +6 +0.2%
SMC
290
Smith, Moore & Co
Missouri
$283K +$15.1K +134 +5%
NF
291
Nikulski Financial
Iowa
$278K +$286K +2,545 New
AIM
292
Advantage Investment Management
Iowa
$276K -$52.6K -468 -16%
PL
293
Plancorp LLC
Missouri
$276K
NEPPG
294
New England Professional Planning Group
Rhode Island
$273K
FA
295
FCG Advisors
New Jersey
$272K +$18.4K +164 +7%
RJT
296
Raymond James Trust
Florida
$270K +$277K +2,464 New
FTIOP
297
Fiduciary Trust International of Pennsylvania
Pennsylvania
$269K
YWP
298
YorkBridge Wealth Partners
New York
$268K -$34.9K -310 -11%
CGA
299
Crescent Grove Advisors
Illinois
$264K
HIS
300
Horizon Investment Services
Indiana
$260K +$2.7K +24 +1%

VOE Hedge Fund Activity: Q1 2018 in Review

424 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2018, worth a combined $4.11B — up 4% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VOE positions and 40 closed out — a net gain of 9 holders — while 180 added to existing stakes and 129 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $67.8M. The largest seller was Axa, cutting an estimated $17.3M.

  • 424 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2018, up from 417 in Q4 2017.
  • Funds reported $4.11B of Vanguard Mid-Cap Value ETF stock for Q1 2018, up 4% quarter-over-quarter.
  • 49 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2018 and 40 closed out, a net change of +9 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2018 was Deutsche Bank, an estimated $67.8M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2018 was Axa, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2018.