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Vanguard Mid-Cap Value ETF
111 hedge funds and large institutions have $842M invested in Vanguard Mid-Cap Value ETF in 2013 Q2 according to their latest regulatory filings, with 111 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
49.37% more ownership
Funds ownership: 0% → 49.37% (+49%)
Holders
111
Holders Change
+111
Holders Change %
–
% of All Funds
3.62%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.33%
New
111
Increased
–
Reduced
–
Closed
–
Calls
$3.02M
Puts
–
Net Calls
+$3.02M
Net Calls Change
+$3.02M
Top Buyers
No buyers this quarter
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
101
Reilly Financial Advisors
La Mesa,
California
| $58K | +$57.8K | +843 | New |
|
|
1IC
102
1919 Investment Counsel
Baltimore,
Maryland
| $47K | +$46.4K | +677 | New |
|
|
DSC
103
Duncker Streett & Co
St. Louis,
Missouri
| $38K | +$37.9K | +552 | New |
|
|
LIA
104
LS Investment Advisors
Bloomfield Hills,
Michigan
| $18K | +$18.2K | +265 | New |
|
|
MA
105
MUFG Americas
New York
| $11K | +$10.9K | +159 | New |
|
|
FNBT
106
FineMark National Bank & Trust
Fort Myers,
Florida
| $10K | +$10.3K | +150 | New |
|
107
US Bancorp
Minneapolis,
Minnesota
| $7K | +$6.86K | +100 | New |
|
|
FHC
108
First Heartland Consultants
Lake St. Louis,
Missouri
| $7K | +$7.07K | +103 | New |
|
|
EWM
109
Evercore Wealth Management
New York
| $5K | +$4.59K | +67 | New |
|
|
AWMS
110
Advocacy Wealth Management Services
Atlanta,
Georgia
| $5K | +$5.14K | +75 | New |
|
|
WCM
111
Windsor Capital Management
Phoenix,
Arizona
| $1K | +$1.44K | +21 | New |
|
|
BIT
112
BlackRock Institutional Trust
San Francisco,
California
| – | +$480 | +7 | New |
|
VOE Hedge Fund Activity: Q2 2013 in Review
111 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2013, worth a combined $842M.
Buyers outnumbered sellers: 111 funds opened new VOE positions and 0 closed out — a net gain of 111 holders — while 0 added to existing stakes and 0 trimmed.
- 111 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2013, up from 0 in Q1 2013.
- Funds reported $842M of Vanguard Mid-Cap Value ETF stock for Q2 2013.
- 111 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2013 and 0 closed out, a net change of +111 holders.
Based on aggregated 13F filings for Q2 2013.