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Vanguard Mid-Cap Value ETF
VOE

417 hedge funds and large institutions have $3.95B invested in Vanguard Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 167 increasing their positions, 102 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 21

64% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 102

31% more funds holding in top 10

Funds holding in top 10: 26 → 34 (+8)

18% more funds holding

Funds holding: 354 → 417 (+63)

11% more capital invested

Capital invested by funds: $3.56B → $3.95B (+$387M)

1.22% more ownership

Funds ownership: 46.22% → 47.44% (+1.2%)

20% less call options, than puts

Call options by funds: $745K | Put options by funds: $926K

Holders
417
Holders Change
+63
Holders Change %
+17.8%
% of All Funds
9.46%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.77%
New
85
Increased
167
Reduced
102
Closed
21
Calls
$745K
Puts
$926K
Net Calls
-$181K
Net Calls Change
-$825K

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$116M
2
ACM
AlphaStar Capital Management
North Carolina
+$10.5M
3
WA
Waverly Advisors
Alabama
+$10.1M
4
Bank of America
Bank of America
North Carolina
+$9.8M
5
TF
TIAA FSB
Florida
+$8.57M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$60.1M
2
CCM
Condor Capital Management
New Jersey
-$25.2M
3
AA
Advisory Alpha
Michigan
-$13.2M
4
PFA
Pure Financial Advisors
California
-$13.2M
5
AIA
Allegis Investment Advisors
Idaho
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
201
Cutter & Co Brokerage
Missouri
$902K +$129K +1,188 +17%
CANC
202
Culbertson A N & Co
Virginia
$893K +$11.4K +105 +1%
IH
203
IFC Holdings
Florida
$886K -$401K -3,702 -32%
SCA
204
Stillwater Capital Advisors
Pennsylvania
$874K +$51K +471 +6%
CWM
205
Capital Wealth Management
Rhode Island
$874K +$847K +7,831 New
Citadel Advisors
206
Citadel Advisors
Florida
$869K +$843K +7,786 New
FNBOMD
207
First National Bank of Mount Dora
Florida
$856K +$831K +7,674 New
TH
208
Timber Hill
Connecticut
$831K -$40.8K -377 -5%
BEAM
209
Baker Ellis Asset Management
Washington
$797K +$216 +2 +0%
CIAS
210
Capital Investment Advisory Services
North Carolina
$788K +$26.9K +249 +4%
BJL
211
Brighton Jones LLC
Washington
$780K -$1.51K -14 -0.2%
CHA
212
Carmichael Hill & Associates
Maryland
$775K +$752K +6,950 New
OPWM
213
Oak Point Wealth Management
Michigan
$772K +$749K +6,921 New
CL
214
Choreo LLC
Illinois
$749K -$162K -1,494 -18%
SI
215
SII Investments
Wisconsin
$743K -$1.65M -15,223 -69%
CS
216
Comerica Securities
Michigan
$739K +$121K +1,118 +20%
WSTAM
217
Wilbanks Smith & Thomas Asset Management
Virginia
$735K -$6.38K -59 -0.9%
EA
218
Edge Advisors
Georgia
$731K -$9.85K -91 -1%
CAN
219
Cetera Advisor Networks
California
$729K -$2.49K -23 -0.4%
WWM
220
Windsor Wealth Management
Indiana
$724K +$703K +6,492 New
CFC
221
Coyle Financial Counsel
Illinois
$712K +$690K +6,378 New
KWM
222
Kingsview Wealth Management
Oregon
$709K +$54.4K +503 +9%
AWS
223
AJ Wealth Strategies
New York
$701K +$1.08K +10 +0.2%
CCA
224
Checchi Capital Advisers
California
$688K +$50.6K +468 +8%
EVM
225
Eaton Vance Management
Massachusetts
$685K +$18.9K +175 +3%
7 8
9
10 11

VOE Hedge Fund Activity: Q4 2017 in Review

417 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q4 2017, worth a combined $3.95B — up 11% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VOE positions and 21 closed out — a net gain of 64 holders — while 167 added to existing stakes and 102 trimmed.

The largest buyer was Betterment LLC, adding an estimated $116M. The largest seller was Wells Fargo, cutting an estimated $60.1M.

  • 417 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q4 2017, up from 354 in Q3 2017.
  • Funds reported $3.95B of Vanguard Mid-Cap Value ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 85 funds opened new Vanguard Mid-Cap Value ETF positions in Q4 2017 and 21 closed out, a net change of +64 holders.
  • The largest Vanguard Mid-Cap Value ETF buyer in Q4 2017 was Betterment LLC, an estimated $116M added.
  • The largest Vanguard Mid-Cap Value ETF seller in Q4 2017 was Wells Fargo, an estimated $60.1M sold.

Based on aggregated 13F filings for Q4 2017.