Vanguard Mid-Cap Value ETF
268 hedge funds and large institutions have $2.38B invested in Vanguard Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 109 increasing their positions, 90 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
56% more call options, than puts
Call options by funds: $1.7M | Put options by funds: $1.09M
21% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 90
6% more capital invested
Capital invested by funds: $2.23B → $2.38B (+$144M)
5% more funds holding
Funds holding: 256 → 268 (+12)
4% more funds holding in top 10
Funds holding in top 10: 23 → 24 (+1)
2.01% less ownership
Funds ownership: 49.57% → 47.56% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$90.5M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$56.1M |
| 3 |
Betterment LLC
New York
|
+$32.1M |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$22.2M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$20M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$78.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$66.4M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$32.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$24M |
VOE Hedge Fund Activity: Q2 2016 in Review
268 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2016, worth a combined $2.38B — up 6.5% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VOE positions and 14 closed out — a net gain of 19 holders — while 109 added to existing stakes and 90 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $90.5M. The largest seller was LPL Financial, cutting an estimated $78.5M.
- 268 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2016, up from 256 in Q1 2016.
- Funds reported $2.38B of Vanguard Mid-Cap Value ETF stock for Q2 2016, up 6.5% quarter-over-quarter.
- 33 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2016 and 14 closed out, a net change of +19 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q2 2016 was Jones Financial Companies, an estimated $90.5M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q2 2016 was LPL Financial, an estimated $78.5M sold.
Based on aggregated 13F filings for Q2 2016.