Vanguard Mid-Cap Value ETF
354 hedge funds and large institutions have $3.56B invested in Vanguard Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 158 increasing their positions, 105 reducing their positions, and 26 closing their positions.
127% more call options, than puts
Call options by funds: $1.15M | Put options by funds: $507K
50% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 105
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
1% more funds holding
Funds holding: 349 → 354 (+5)
4% more capital invested
Capital invested by funds: $3.42B → $3.56B (+$140M)
0.41% more ownership
Funds ownership: 45.81% → 46.22% (+0.41%)
10% less funds holding in top 10
Funds holding in top 10: 29 → 26 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$46M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$14.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$7.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.96M |
| 5 |
Morgan Stanley
New York
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NYLIM
New York Life Investment Management
New York
|
-$17.2M |
| 2 |
AssetMark Inc
Concord,
California
|
-$10.1M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$9.12M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$8.84M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
ClearBridge Investments
New York
| – | -$18K | -178 | Closed |
|
|
CG
377
Cutler Group
San Francisco,
California
| – | -$18K | -175 | Closed |
|
|
BRC
378
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$15K | -147 | Closed |
|
|
OAJ
379
Ogorek Anthony Joseph
Williamsville,
New York
| – | -$1K | -14 | Closed |
|
VOE Hedge Fund Activity: Q3 2017 in Review
354 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2017, worth a combined $3.56B — up 4.1% from $3.42B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VOE positions and 26 closed out — a net gain of 7 holders — while 158 added to existing stakes and 105 trimmed.
The largest buyer was Betterment LLC, adding an estimated $46M. The largest seller was New York Life Investment Management, cutting an estimated $17.2M.
- 354 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2017, up from 349 in Q2 2017.
- Funds reported $3.56B of Vanguard Mid-Cap Value ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
- 33 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2017 and 26 closed out, a net change of +7 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q3 2017 was Betterment LLC, an estimated $46M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q3 2017 was New York Life Investment Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q3 2017.