Vanguard Mid-Cap Value ETF
612 hedge funds and large institutions have $5.8B invested in Vanguard Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 237 increasing their positions, 153 reducing their positions, and 30 closing their positions.
42,200% more call options, than puts
Call options by funds: $846K | Put options by funds: $2K
317% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 30
55% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 153
17% more funds holding
Funds holding: 521 → 612 (+91)
14% more capital invested
Capital invested by funds: $5.08B → $5.8B (+$718M)
8.4% more ownership
Funds ownership: 54.02% → 62.43% (+8.4%)
3% more funds holding in top 10
Funds holding in top 10: 31 → 32 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$662M |
| 2 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$84.8M |
| 3 |
Betterment LLC
New York
|
+$60.4M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$59.3M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69.1M |
| 2 |
Axa
Paris,
France
|
-$34.8M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.65M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$4.91M |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$3.37M |
VOE Hedge Fund Activity: Q4 2019 in Review
612 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2019, worth a combined $5.8B — up 14% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new VOE positions and 30 closed out — a net gain of 95 holders — while 237 added to existing stakes and 153 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $662M. The largest seller was Deutsche Bank, cutting an estimated $69.1M.
- 612 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2019, up from 521 in Q3 2019.
- Funds reported $5.8B of Vanguard Mid-Cap Value ETF stock for Q4 2019, up 14% quarter-over-quarter.
- 125 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2019 and 30 closed out, a net change of +95 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $662M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q4 2019 was Deutsche Bank, an estimated $69.1M sold.
Based on aggregated 13F filings for Q4 2019.