Vanguard Mid-Cap Value ETF
719 hedge funds and large institutions have $8.58B invested in Vanguard Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 328 increasing their positions, 186 reducing their positions, and 39 closing their positions.
231% more call options, than puts
Call options by funds: $2.98M | Put options by funds: $900K
92% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 39
76% more repeat investments, than reductions
Existing positions increased: 328 | Existing positions reduced: 186
15% more funds holding in top 10
Funds holding in top 10: 47 → 54 (+7)
3% more funds holding
Funds holding: 698 → 719 (+21)
4% more capital invested
Capital invested by funds: $8.28B → $8.58B (+$306M)
0.1% more ownership
Funds ownership: 59.39% → 59.49% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$205M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$52.9M |
| 3 |
Betterment LLC
New York
|
+$43.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$25.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$39.5M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$32.4M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$30.7M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$24.4M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
-$23.2M |
VOE Hedge Fund Activity: Q2 2021 in Review
719 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2021, worth a combined $8.58B — up 3.7% from $8.28B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new VOE positions and 39 closed out — a net gain of 36 holders — while 328 added to existing stakes and 186 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $205M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $39.5M.
- 719 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2021, up from 698 in Q1 2021.
- Funds reported $8.58B of Vanguard Mid-Cap Value ETF stock for Q2 2021, up 3.7% quarter-over-quarter.
- 75 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2021 and 39 closed out, a net change of +36 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q2 2021 was Royal Bank of Canada, an estimated $205M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q2 2021 was TD Ameritrade Investment Management, an estimated $39.5M sold.
Based on aggregated 13F filings for Q2 2021.