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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
IWM
201
IHT Wealth Management
Illinois
$923K +$383K +3,403 +65%
NFC
202
Northeast Financial Consultants
Connecticut
$918K -$184K -1,635 -16%
GT
203
Glenview Trust
Kentucky
$907K
PCMC
204
Paragon Capital Management (Colorado)
Colorado
$897K
CANC
205
Culbertson A N & Co
Virginia
$883K +$7.31K +65 +0.8%
Renaissance Technologies
206
Renaissance Technologies
New York
$875K +$900K +8,000 New
CWM
207
Capital Wealth Management
Rhode Island
$842K -$15.1K -134 -2%
FNBOMD
208
First National Bank of Mount Dora
Florida
$839K
BOH
209
Bank of Hawaii
Hawaii
$829K +$852K +7,575 New
CS
210
Comerica Securities
Michigan
$798K +$75.7K +673 +10%
BEAM
211
Baker Ellis Asset Management
Washington
$768K -$13.4K -119 -2%
BJL
212
Brighton Jones LLC
Washington
$766K +$1.24K +11 +0.2%
VDFA
213
Vickerman & Driscoll Financial Advisors
Washington
$754K -$205K -1,822 -21%
CIAS
214
Capital Investment Advisory Services
North Carolina
$737K -$36.9K -328 -5%
CCA
215
Checchi Capital Advisers
California
$736K +$62.6K +557 +9%
EA
216
Edge Advisors
Georgia
$734K +$17.4K +155 +2%
CHA
217
Carmichael Hill & Associates
Maryland
$723K -$38K -338 -5%
NL
218
NWAM LLC
Washington
$716K +$473K +4,204 +180%
WWM
219
Windsor Wealth Management
Indiana
$711K +$562 +5 +0.1%
WTC
220
WhitTier Trust Company
Nevada
$698K +$101K +900 +16%
AWS
221
AJ Wealth Strategies
New York
$688K +$900 +8 +0.1%
CSM
222
CAMG Solamere Management
North Carolina
$674K +$696K +6,193 New
CAN
223
Cetera Advisor Networks
California
$670K -$46.6K -414 -6%
OPWM
224
Oak Point Wealth Management
Michigan
$645K -$102K -903 -13%
KWM
225
Kingsview Wealth Management
Oregon
$636K -$61K -542 -9%

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.