Vanguard Mid-Cap Value ETF
254 hedge funds and large institutions have $2.08B invested in Vanguard Mid-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 59 reducing their positions, and 12 closing their positions.
292% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 12
100% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 59
36% more funds holding in top 10
Funds holding in top 10: 22 → 30 (+8)
18% more capital invested
Capital invested by funds: $1.77B → $2.08B (+$314M)
14% more funds holding
Funds holding: 222 → 254 (+32)
0.21% more ownership
Funds ownership: 46.54% → 46.75% (+0.21%)
26% less call options, than puts
Call options by funds: $335K | Put options by funds: $454K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$39.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$31.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$28.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$20.8M |
| 2 |
Goldman Sachs
New York
|
-$16.9M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$10.6M |
| 4 |
CGH
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
-$4.8M |
| 5 |
HC
HHG & Company
Darien,
Connecticut
|
-$3.66M |
VOE Hedge Fund Activity: Q4 2015 in Review
254 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2015, worth a combined $2.08B — up 18% from $1.77B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new VOE positions and 12 closed out — a net gain of 35 holders — while 118 added to existing stakes and 59 trimmed.
The largest buyer was LPL Financial, adding an estimated $39.9M. The largest seller was Bank of New York Mellon, cutting an estimated $20.8M.
- 254 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2015, up from 222 in Q3 2015.
- Funds reported $2.08B of Vanguard Mid-Cap Value ETF stock for Q4 2015, up 18% quarter-over-quarter.
- 47 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2015 and 12 closed out, a net change of +35 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q4 2015 was LPL Financial, an estimated $39.9M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q4 2015 was Bank of New York Mellon, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2015.