Vanguard Mid-Cap Value ETF
315 hedge funds and large institutions have $3.07B invested in Vanguard Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 141 increasing their positions, 67 reducing their positions, and 17 closing their positions.
265% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 17
110% more repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 67
28% more funds holding in top 10
Funds holding in top 10: 25 → 32 (+7)
15% more funds holding
Funds holding: 274 → 315 (+41)
15% more capital invested
Capital invested by funds: $2.67B → $3.07B (+$393M)
0.49% more ownership
Funds ownership: 47.76% → 48.26% (+0.49%)
72% less call options, than puts
Call options by funds: $225K | Put options by funds: $797K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$45.2M |
| 2 |
Betterment LLC
New York
|
+$29.1M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$28.7M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$21.4M |
| 5 |
Morgan Stanley
New York
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$5.66M |
| 2 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$2.99M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.87M |
| 4 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
-$2.8M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
-$2.65M |
VOE Hedge Fund Activity: Q4 2016 in Review
315 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2016, worth a combined $3.07B — up 15% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new VOE positions and 17 closed out — a net gain of 45 holders — while 141 added to existing stakes and 67 trimmed.
The largest buyer was Wells Fargo, adding an estimated $45.2M. The largest seller was Johnson Financial Group Inc (Wisconsin), cutting an estimated $5.66M.
- 315 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2016, up from 274 in Q3 2016.
- Funds reported $3.07B of Vanguard Mid-Cap Value ETF stock for Q4 2016, up 15% quarter-over-quarter.
- 62 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2016 and 17 closed out, a net change of +45 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q4 2016 was Wells Fargo, an estimated $45.2M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q4 2016 was Johnson Financial Group Inc (Wisconsin), an estimated $5.66M sold.
Based on aggregated 13F filings for Q4 2016.