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Vanguard Mid-Cap Value ETF

424 hedge funds and large institutions have $4.11B invested in Vanguard Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 180 increasing their positions, 129 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $1.04M

40% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 129

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

1.84% more ownership

Funds ownership: 47.44%49.28% (+1.8%)

2% more funds holding

Funds holding: 417424 (+7)

4% more capital invested

Capital invested by funds: $3.95B → $4.11B (+$159M)

0% more funds holding in top 10

Funds holding in top 10: 3434 (0)

Holders
424
Holders Change
+7
Holders Change %
+1.68%
% of All Funds
9.72%
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.78%
New
49
Increased
180
Reduced
129
Closed
40
Calls
$2.19M
Puts
$1.04M
Net Calls
+$1.15M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
101
Ironsides Asset Advisors
North Carolina
$3.94M +$1.27M +11,260 +46%
SFM
102
Signet Financial Management
New Jersey
$3.83M -$177K -1,574 -4%
JFGIW
103
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.77M +$144K +1,278 +4%
CA
104
Cornerstone Advisory
Maryland
$3.67M +$2.25M +20,010 +147%
IFS
105
Ifrah Financial Services
Arkansas
$3.66M -$39.7K -353 -1%
Northern Trust
106
Northern Trust
Illinois
$3.6M +$445K +3,960 +14%
CG
107
Caprock Group
Idaho
$3.39M +$7.65K +68 +0.2%
DC
108
Davenport & Co
Virginia
$3.36M +$257K +2,288 +8%
KCM
109
Karp Capital Management
California
$3.25M -$153K -1,364 -4%
WIC
110
Whitegate Investment Counselors
New Hampshire
$3.18M +$28.9K +257 +0.9%
SB
111
Simmons Bank
Arkansas
$3.16M +$21.6K +192 +0.7%
Comerica Bank
112
Comerica Bank
Texas
$3.13M +$498K +4,427 +19%
NCMW
113
Northern Capital Management (Wisconsin)
Wisconsin
$3.11M +$533K +4,740 +20%
TWA
114
Tillar-Wenstrup Advisors
Ohio
$3.09M -$16.9K -150 -0.5%
SCM
115
SOL Capital Management
Maryland
$3.03M +$92.8K +825 +3%
Citigroup
116
Citigroup
New York
$3M +$182K +1,618 +6%
Goldman Sachs
117
Goldman Sachs
New York
$2.99M +$1.85M +16,411 +150%
IA
118
IFP Advisors
Florida
$2.95M
FHA
119
First Horizon Advisors
Tennessee
$2.9M +$75.8K +674 +3%
LC
120
Lubar & Co
Wisconsin
$2.88M -$674K -5,990 -19%
UOTTAIMCU
121
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.88M -$91K -809 -3%
UB
122
UMB Bank
Missouri
$2.8M +$753K +6,696 +35%
HB
123
Homrich & Berg
Georgia
$2.67M +$128K +1,142 +5%
APA
124
American Portfolios Advisors
New York
$2.62M +$23.2K +206 +0.9%
Mariner
125
Mariner
Kansas
$2.6M -$33.9K -301 -1%

VOE Hedge Fund Activity: Q1 2018 in Review

424 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2018, worth a combined $4.11B — up 4% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VOE positions and 40 closed out — a net gain of 9 holders — while 180 added to existing stakes and 129 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $67.8M. The largest seller was Axa, cutting an estimated $17.3M.

  • 424 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2018, up from 417 in Q4 2017.
  • Funds reported $4.11B of Vanguard Mid-Cap Value ETF stock for Q1 2018, up 4% quarter-over-quarter.
  • 49 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2018 and 40 closed out, a net change of +9 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q1 2018 was Deutsche Bank, an estimated $67.8M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q1 2018 was Axa, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2018.