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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
CAGAS
401
Capital Advisory Group Advisory Services
Minnesota
$9K +$9K +80 New
AAP
402
Arax Advisory Partners
Colorado
$8K
CTB
403
Country Trust Bank
Illinois
$7K
MIM
404
Macroview Investment Management
Maryland
$7K +$6.75K +60 New
AOWM
405
Alpha Omega Wealth Management
Virginia
$6K
BWA
406
Burt Wealth Advisors
Maryland
$5K
FCMT
407
Founders Capital Management (Texas)
Texas
$5K
HA
408
Hamel Associates
New Jersey
$4.14K +$19.3K +172 +0.5%
CAL
409
Capital Analysts LLC
Pennsylvania
$4K -$63.7K -566 -94%
TDC
410
Thompson Davis & Co
Virginia
$4K
VNA
411
Valley National Advisers
Pennsylvania
$4K
TVWM
412
Tower View Wealth Management
Wisconsin
$4K +$112 +1 +3%
SFC
413
SYM Financial Corp
Indiana
$4K +$3.04K +27 +300%
CB
414
CNB Bank
Pennsylvania
$3K
DBT
415
Dubuque Bank & Trust
Iowa
$3K +$2.59K +23 New
GTAM
416
Global Trust Asset Management
Florida
$3K +$2.92K +26 New
CFD
417
Creative Financial Designs
Indiana
$2K
CFA
418
Carroll Financial Associates
North Carolina
$1K -$2.7K -24 -60%
TIM
419
Tortoise Investment Management
New York
$1K +$337 +3 +30%
GI
420
GS Investments
Minnesota
$547 -$301K -2,675 -100%
TI
421
Truepoint Inc
Ohio
$530 +$6.52K +58 New
SWPG
422
Strategic Wealth Partners Group
Illinois
$237
ZB
423
Zions Bancorporation
Utah
-$9.22M -82,654 Closed
TSS
424
Two Sigma Securities
New York
-$3.64M -32,607 Closed
FIM
425
Freedom Investment Management
Connecticut
-$2.65M -23,773 Closed

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.