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
TWA
351
TCI Wealth Advisors
Arizona
$93K -$31.8K -283 -25%
TFS
352
TrustCore Financial Services
Tennessee
$85K
PWAG
353
Polaris Wealth Advisory Group
California
$85K +$87.4K +777 New
SIAS
354
Shine Investment Advisory Services
Colorado
$77K
SSB
355
Sandy Spring Bank
Maryland
$74K +$68.9K +613 +943%
MRCM
356
M&R Capital Management
New Jersey
$67K
VFA
357
Valeo Financial Advisors
Indiana
$67K +$29.4K +261 +75%
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$8.1K +72 +14%
LFG
359
LifePlan Financial Group
Ohio
$61K +$63.2K +562 New
VCM
360
Virtue Capital Management
Tennessee
$60K +$10.5K +93 +21%
ADL
361
Asset Dedication LLC
California
$60K +$56.8K +505 +1,010%
GWM
362
Geneos Wealth Management
Colorado
$57K -$5.74K -51 -9%
IFA
363
Interactive Financial Advisors
Illinois
$56K -$56.1K -499 -49%
BWL
364
Bogart Wealth LLC
Virginia
$55K
GEA
365
Glen Eagle Advisors
New Jersey
$54.7K
FMTCOCP
366
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52K
SEI Investments
367
SEI Investments
Pennsylvania
$48K -$265K -2,360 -84%
HDIM
368
Hanson & Doremus Investment Management
Vermont
$45K
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$45K +$30.3K +269 +192%
CCM
370
Cribstone Capital Management
Maine
$44K +$675 +6 +2%
IF
371
Ironwood Financial
Arizona
$40K
KPCM
372
Kings Point Capital Management
New York
$40K +$41K +365 New
CFN
373
Cordasco Financial Network
Florida
$39K
CB
374
Community Bank
New York
$39K +$39.8K +354 New
APP
375
Avantax Planning Partners
Iowa
$38K +$39K +347 New

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.