Vanguard Mid-Cap Value ETF
156 hedge funds and large institutions have $1.12B invested in Vanguard Mid-Cap Value ETF in 2014 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 41 reducing their positions, and 11 closing their positions.
290% more call options, than puts
Call options by funds: $1M | Put options by funds: $257K
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
78% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 41
11% more funds holding
Funds holding: 141 → 156 (+15)
3% less capital invested
Capital invested by funds: $1.16B → $1.12B (-$40.6M)
5.35% less ownership
Funds ownership: 51.95% → 46.6% (-5.4%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$18.6M |
| 2 |
SG Americas Securities
New York
|
+$6.91M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$6.15M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$4.31M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$71.6M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$70.8M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$13.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$5.05M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$4.56M |
VOE Hedge Fund Activity: Q1 2014 in Review
156 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q1 2014, worth a combined $1.12B — down 3.5% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new VOE positions and 11 closed out — a net gain of 15 holders — while 73 added to existing stakes and 41 trimmed.
The largest buyer was Cornerstone Capital Management Holdings, opening a new position worth an estimated $18.6M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $71.6M sold.
- 156 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q1 2014, up from 141 in Q4 2013.
- Funds reported $1.12B of Vanguard Mid-Cap Value ETF stock for Q1 2014, down 3.5% quarter-over-quarter.
- 26 funds opened new Vanguard Mid-Cap Value ETF positions in Q1 2014 and 11 closed out, a net change of +15 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q1 2014 was Cornerstone Capital Management Holdings, an estimated $18.6M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q1 2014 was Arrow Investment Advisors, an estimated $71.6M sold.
Based on aggregated 13F filings for Q1 2014.