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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
CL
376
Cabana LLC
Arkansas
$36.5K +$11.2M +99,727 +45%
GRP
377
Global Retirement Partners
California
$36K +$4.27K +38 +13%
LIA
378
LS Investment Advisors
Michigan
$35K
BBA
379
Braun-Bostich & Associates
Pennsylvania
$32K
WB
380
Webster Bank
Connecticut
$27K
OC
381
Oakworth Capital
Alabama
$26K
NC
382
NewSquare Capital
Pennsylvania
$26K +$26.7K +237 New
VIA
383
Vantage Investment Advisors
Pennsylvania
$21K -$25.2K -224 -54%
RFA
384
Reilly Financial Advisors
California
$20K +$13K +116 +166%
GI
385
Gradient Investments
Minnesota
$19K -$21.1K -188 -53%
VCM
386
Versant Capital Management
Arizona
$19K
OGC
387
Oak Grove Capital
New Hampshire
$19K +$19.2K +171 New
ME
388
McIlrath & Eck
Washington
$17K
PCTC
389
Perkins Coie Trust Company
Washington
$17K
SBL
390
Sargent Bickham Lagudis
Colorado
$16K
FDCDDQ
391
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K
BC
392
Barnett & Company
Tennessee
$14K
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$12K +$900 +8 +8%
S
394
SignatureFD
Georgia
$12K +$12.7K +113 New
FRA
395
Front Row Advisors
California
$11K
PFBT
396
Parkside Financial Bank & Trust
Missouri
$11K
ACS
397
Archford Capital Strategies
Illinois
$11K +$10.7K +95 New
MSA
398
Marino Stram & Associates
Massachusetts
$10K
WF
399
WealthTrust Fairport
Ohio
$10K +$10.5K +93 New
RCA
400
Rowland Carmichael Advisors
Arizona
$9K

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.