Vanguard Mid-Cap Value ETF
558 hedge funds and large institutions have $5.29B invested in Vanguard Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 191 increasing their positions, 218 reducing their positions, and 48 closing their positions.
9% more capital invested
Capital invested by funds: $4.86B → $5.29B (+$423M)
1.5% more ownership
Funds ownership: 57.09% → 58.59% (+1.5%)
4% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 48
1% less funds holding
Funds holding: 564 → 558 (-6)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
12% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 218
50% less call options, than puts
Call options by funds: $2.36M | Put options by funds: $4.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$65M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$56.7M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$31.5M |
| 4 |
Betterment LLC
New York
|
+$25.8M |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$42M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$30.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$22.9M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$17.9M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$12.4M |
VOE Hedge Fund Activity: Q3 2020 in Review
558 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2020, worth a combined $5.29B — up 8.7% from $4.86B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of VOE and 46 opened new positions — a net loss of 2 holders — while 218 trimmed existing stakes and 191 added.
The largest buyer was Fidelity Investments, adding an estimated $65M. The largest seller was PNC Financial Services Group, cutting an estimated $42M.
- 558 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2020, down from 564 in Q2 2020.
- Funds reported $5.29B of Vanguard Mid-Cap Value ETF stock for Q3 2020, up 8.7% quarter-over-quarter.
- 46 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2020 and 48 closed out, a net change of -2 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q3 2020 was Fidelity Investments, an estimated $65M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q3 2020 was PNC Financial Services Group, an estimated $42M sold.
Based on aggregated 13F filings for Q3 2020.