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Vanguard Mid-Cap Value ETF
VOE

612 hedge funds and large institutions have $5.8B invested in Vanguard Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 237 increasing their positions, 153 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

42,200% more call options, than puts

Call options by funds: $846K | Put options by funds: $2K

317% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 153

17% more funds holding

Funds holding: 521 → 612 (+91)

14% more capital invested

Capital invested by funds: $5.08B → $5.8B (+$718M)

8.4% more ownership

Funds ownership: 54.02% → 62.43% (+8.4%)

3% more funds holding in top 10

Funds holding in top 10: 31 → 32 (+1)

Holders
612
Holders Change
+91
Holders Change %
+17.47%
% of All Funds
12.06%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.63%
New
125
Increased
237
Reduced
153
Closed
30
Calls
$846K
Puts
$2K
Net Calls
+$844K
Net Calls Change
-$2.15M

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$662M
2
SGAM
Stephens Group Asset Management
Arkansas
+$84.8M
3
Betterment LLC
Betterment LLC
New York
+$60.4M
4
Truist Financial
Truist Financial
North Carolina
+$59.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$32.9M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$69.1M
2
Axa
Axa
France
-$34.8M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$7.65M
4
FCH
Freestone Capital Holdings
Washington
-$4.91M
5
SF
Summit Financial
New Jersey
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
151
Mid Atlantic Financial Management
Pennsylvania
$2.85M +$50.2K +436 +2%
PFO
152
Pathstone Family Office
New Jersey
$2.75M – – –
MA
153
Mutual Advisors
Nebraska
$2.61M +$1.77M +15,322 +233%
FAAS
154
First Allied Advisory Services
California
$2.6M -$30.5K -265 -1%
VFA
155
Voya Financial Advisors
Connecticut
$2.52M +$12.4K +108 +0.5%
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.51M -$26K -226 -1%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$2.49M +$5.18K +45 +0.2%
BWA
158
BDO Wealth Advisors
Florida
$2.47M +$1.5M +13,037 +170%
BOH
159
Bank of Hawaii
Hawaii
$2.46M -$6.34K -55 -0.3%
AIFAIM
160
American Institute for Advanced Investment Management
Arizona
$2.42M +$2.34M +20,329 New
DWA
161
Dougherty Wealth Advisers
Minnesota
$2.41M +$30.2K +262 +1%
WP
162
WealthShield Partners
North Carolina
$2.37M +$6.91K +60 +0.3%
MFW
163
Mosaic Family Wealth
Missouri
$2.37M -$59.2K -514 -3%
TCBWMS
164
Texas Capital Bank Wealth Management Services
Texas
$2.37M +$2.29M +19,871 New
CAN
165
Cetera Advisor Networks
California
$2.33M +$308K +2,670 +16%
DE
166
Day & Ennis
Georgia
$2.33M -$71.2K -618 -3%
TPCW
167
TD Private Client Wealth
New York
$2.29M +$2.21M +19,219 New
UCFA
168
United Capital Financial Advisors
Texas
$2.28M -$159K -1,376 -7%
MWM
169
MorganRosel Wealth Management
Colorado
$2.25M +$12.1K +105 +0.6%
HighTower Advisors
170
HighTower Advisors
Illinois
$2.2M +$225K +1,949 +12%
BF
171
BOK Financial
Oklahoma
$2.19M -$214K -1,853 -9%
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$2.16M +$1.32M +11,491 +173%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$2.15M -$2.19K -19 -0.7%
SEIA
174
Signature Estate & Investment Advisors
California
$2.14M -$128K -1,109 -6%
SFO
175
Stokes Family Office
Louisiana
$2.11M +$2.05M +17,829 New
5 6
7
8 9

VOE Hedge Fund Activity: Q4 2019 in Review

612 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2019, worth a combined $5.8B — up 14% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new VOE positions and 30 closed out — a net gain of 95 holders — while 237 added to existing stakes and 153 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $662M. The largest seller was Deutsche Bank, cutting an estimated $69.1M.

  • 612 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2019, up from 521 in Q3 2019.
  • Funds reported $5.8B of Vanguard Mid-Cap Value ETF stock for Q4 2019, up 14% quarter-over-quarter.
  • 125 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2019 and 30 closed out, a net change of +95 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2019 was Johanson Financial Advisors, an estimated $662M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2019 was Deutsche Bank, an estimated $69.1M sold.

Based on aggregated 13F filings for Q4 2019.