Vanguard Mid-Cap Value ETF
698 hedge funds and large institutions have $8.28B invested in Vanguard Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 317 increasing their positions, 187 reducing their positions, and 37 closing their positions.
449% more call options, than puts
Call options by funds: $5.48M | Put options by funds: $997K
135% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 37
70% more repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 187
27% more funds holding in top 10
Funds holding in top 10: 37 → 47 (+10)
26% more capital invested
Capital invested by funds: $6.58B → $8.28B (+$1.7B)
7% more funds holding
Funds holding: 651 → 698 (+47)
0.2% less ownership
Funds ownership: 59.59% → 59.39% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$59.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$47.8M |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$27.9M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$23.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$25.5M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$18.6M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$13.4M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$9.95M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$9.18M |
VOE Hedge Fund Activity: Q1 2021 in Review
698 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2021, worth a combined $8.28B — up 26% from $6.58B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VOE positions and 37 closed out — a net gain of 50 holders — while 317 added to existing stakes and 187 trimmed.
The largest buyer was Betterment LLC, adding an estimated $59.8M. The largest seller was FormulaFolio Investments, cutting an estimated $25.5M.
- 698 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2021, up from 651 in Q4 2020.
- Funds reported $8.28B of Vanguard Mid-Cap Value ETF stock for Q1 2021, up 26% quarter-over-quarter.
- 87 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2021 and 37 closed out, a net change of +50 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q1 2021 was Betterment LLC, an estimated $59.8M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $25.5M sold.
Based on aggregated 13F filings for Q1 2021.