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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
FAIM
126
Financial Advocates Investment Management
Washington
$2.58M +$149K +1,322 +6%
NAMP
127
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.57M -$764K -6,794 -22%
RIA
128
Regal Investment Advisors
Michigan
$2.51M +$93.1K +828 +4%
SEIA
129
Signature Estate & Investment Advisors
California
$2.48M -$458K -4,072 -15%
GFPC
130
Global Financial Private Capital
Florida
$2.43M -$61.5K -547 -2%
NWM
131
Northwest Wealth Management
Iowa
$2.4M -$1.63M -14,475 -40%
SPC
132
Sigma Planning Corp
Michigan
$2.4M +$49.3K +438 +2%
APSP
133
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.38M -$123K -1,091 -5%
AF
134
Advisornet Financial
Minnesota
$2.35M +$10.6K +94 +0.4%
DADC
135
D.A. Davidson & Co
Montana
$2.28M +$117K +1,043 +5%
WP
136
WealthShield Partners
North Carolina
$2.25M +$65.5K +582 +3%
CA
137
Cetera Advisors
Colorado
$2.25M +$2.31M +20,522 New
DE
138
Day & Ennis
Georgia
$2.22M -$75.6K -672 -3%
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.11M +$397K +3,526 +22%
AB
140
Atlas Brown
Kentucky
$2.09M +$39.8K +354 +2%
CB
141
Commerce Bank
Missouri
$2.09M +$43.3K +385 +2%
PFS
142
Prospera Financial Services
Texas
$2.04M -$448K -3,985 -18%
WLIM
143
White Lighthouse Investment Management
Massachusetts
$2.02M +$42.4K +377 +2%
NFG
144
Next Financial Group
Texas
$2M +$2.05M +18,240 New
MFW
145
Mosaic Family Wealth
Missouri
$1.97M -$13.9K -124 -0.7%
JIC
146
JRM Investment Counsel
Nebraska
$1.91M -$230K -2,042 -10%
Vanguard Group
147
Vanguard Group
Pennsylvania
$1.89M +$15.3K +136 +0.8%
Cetera Investment Advisers
148
Cetera Investment Advisers
Illinois
$1.87M +$163K +1,451 +9%
BC
149
Burleson & Co
California
$1.84M +$57.8K +514 +3%
ST
150
Smithfield Trust
Pennsylvania
$1.79M -$8.55K -76 -0.5%

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.