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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
BWA
326
BDO Wealth Advisors
Florida
$170K +$174K +1,550 New
CI
327
Cavalier Investments
Georgia
$170K +$175K +1,554 New
SPIA
328
Steward Partners Investment Advisory
New York
$167K +$28.2K +251 +20%
WAM
329
Wealthspire Advisors (Maryland)
Maryland
$153K +$2.92K +26 +2%
CFC
330
Coyle Financial Counsel
Illinois
$150K -$563K -5,005 -78%
SIM
331
Sonora Investment Management
Arizona
$148K +$562 +5 +0.4%
CCA
332
Clearwater Capital Advisors
Illinois
$148K +$152K +1,354 New
PG
333
Patten Group
Tennessee
$130K +$337 +3 +0.3%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$127K +$225 +2 +0.2%
First Manhattan
335
First Manhattan
New York
$124K
WPA
336
West Paces Advisors
Georgia
$119K
NSIM
337
North Star Investment Management
Illinois
$119K +$9K +80 +8%
ML
338
McAdam LLC
Pennsylvania
$119K +$122K +1,084 New
JCM
339
Jacobi Capital Management
Pennsylvania
$117K +$83.8K +745 +216%
PS
340
Portfolio Solutions
Michigan
$114K
BIMC
341
Benson Investment Management Company
Virginia
$114K +$117K +1,042 New
CF
342
Centaurus Financial
California
$109K +$112K +999 New
FPB
343
First PREMIER Bank
South Dakota
$107K
CTC
344
Central Trust Company
Missouri
$104K +$55.7K +495 +109%
HT
345
Heritage Trust
Oklahoma
$104K +$107K +954 New
DSC
346
Duncker Streett & Co
Missouri
$103K -$14.1K -125 -12%
TL
347
TrueWealth LLC
Georgia
$101K
JGIA
348
Jackson Grant Investment Advisers
Connecticut
$98K +$562 +5 +0.6%
TSW
349
Thompson Siegel & Walmsley
Virginia
$96K
PA
350
Parallel Advisors
California
$94K -$2.59K -23 -3%

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.