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Vanguard Mid-Cap Value ETF
VOE

520 hedge funds and large institutions have $5.08B invested in Vanguard Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $444K

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

3% more funds holding in top 10

Funds holding in top 10: 30 → 31 (+1)

3% more funds holding

Funds holding: 504 → 520 (+16)

3% more capital invested

Capital invested by funds: $4.95B → $5.08B (+$131M)

0.85% more ownership

Funds ownership: 53.17% → 54.02% (+0.85%)

3% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 187

Holders
520
Holders Change
+16
Holders Change %
+3.17%
% of All Funds
11.4%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.68%
New
47
Increased
182
Reduced
187
Closed
29
Calls
$3.44M
Puts
$444K
Net Calls
+$3M
Net Calls Change
+$2.27M

Top Buyers

Rank Fund Capital Flow
1
CL
Cabana LLC
Arkansas
+$20M
2
FIA
Foundations Investment Advisors
Arizona
+$17.7M
3
SB
Suntrust Banks
Georgia
+$17.2M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M
5
Bank of America
Bank of America
North Carolina
+$9.37M

Top Sellers

Rank Fund Capital Flow
1
JCM
Jacobi Capital Management
Pennsylvania
-$25.5M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16.8M
3
Stifel Financial
Stifel Financial
Missouri
-$15.5M
4
RGI
River Global Investors
United Kingdom
-$9.65M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$2.35M -$203K -1,823 -8%
S
152
Schroders
United Kingdom
$2.35M – – –
BOH
153
Bank of Hawaii
Hawaii
$2.34M – – –
BC
154
Burleson & Co
California
$2.32M +$117K +1,051 +5%
UCFA
155
United Capital Financial Advisors
Texas
$2.32M +$185K +1,663 +9%
MFW
156
Mosaic Family Wealth
Missouri
$2.31M +$22.3K +201 +1%
BF
157
BOK Financial
Oklahoma
$2.29M +$119K +1,070 +6%
DE
158
Day & Ennis
Georgia
$2.28M -$89.4K -805 -4%
DWA
159
Dougherty Wealth Advisers
Minnesota
$2.26M +$158K +1,426 +8%
WP
160
WealthShield Partners
North Carolina
$2.24M – – –
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$2.24M +$9.33K +84 +3%
SEIA
162
Signature Estate & Investment Advisors
California
$2.15M -$2.56K -23 -0.1%
MWM
163
MorganRosel Wealth Management
Colorado
$2.12M -$114K -1,026 -5%
AI
164
Atria Investments
North Carolina
$2.09M -$10K -90 -0.5%
AB
165
Atlas Brown
Kentucky
$1.98M -$21.2K -191 -1%
AF
166
Advisornet Financial
Minnesota
$1.97M -$50.8K -457 -3%
NFC
167
Northeast Financial Consultants
Connecticut
$1.94M -$111 -1 -0%
NA
168
NewEdge Advisors
Louisiana
$1.92M -$83K -747 -4%
CAN
169
Cetera Advisor Networks
California
$1.91M -$5.78K -52 -0.3%
HB
170
Homrich & Berg
Georgia
$1.9M +$222 +2 +0%
HighTower Advisors
171
HighTower Advisors
Illinois
$1.87M +$120K +1,083 +7%
ATC
172
Argent Trust Co
Tennessee
$1.86M -$185K -1,666 -9%
NAMP
173
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.86M -$33.3K -300 -2%
Citigroup
174
Citigroup
New York
$1.8M -$40.5K -365 -2%
WT
175
Whittier Trust
California
$1.8M +$11.2K +101 +0.6%
5 6
7
8 9

VOE Hedge Fund Activity: Q3 2019 in Review

520 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q3 2019, worth a combined $5.08B — up 2.7% from $4.95B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VOE positions and 29 closed out — a net gain of 18 holders — while 182 added to existing stakes and 187 trimmed.

The largest buyer was Cabana LLC, adding an estimated $20M. The largest seller was Jacobi Capital Management, cutting an estimated $25.5M.

  • 520 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q3 2019, up from 504 in Q2 2019.
  • Funds reported $5.08B of Vanguard Mid-Cap Value ETF stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 47 funds opened new Vanguard Mid-Cap Value ETF positions in Q3 2019 and 29 closed out, a net change of +18 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q3 2019 was Cabana LLC, an estimated $20M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q3 2019 was Jacobi Capital Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.