Vanguard Mid-Cap Value ETF
564 hedge funds and large institutions have $4.86B invested in Vanguard Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 176 increasing their positions, 223 reducing their positions, and 55 closing their positions.
61% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $1.39M
45% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 55
22% more capital invested
Capital invested by funds: $3.98B → $4.86B (+$887M)
4% more funds holding
Funds holding: 543 → 564 (+21)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
1.62% more ownership
Funds ownership: 55.46% → 57.09% (+1.6%)
21% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$109M |
| 2 |
Betterment LLC
New York
|
+$95.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$23.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$51.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.7M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
-$23.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.6M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$18.2M |
VOE Hedge Fund Activity: Q2 2020 in Review
564 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2020, worth a combined $4.86B — up 22% from $3.98B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new VOE positions and 55 closed out — a net gain of 25 holders — while 176 added to existing stakes and 223 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Natixis Advisors, cutting an estimated $51.9M.
- 564 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2020, up from 543 in Q1 2020.
- Funds reported $4.86B of Vanguard Mid-Cap Value ETF stock for Q2 2020, up 22% quarter-over-quarter.
- 80 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2020 and 55 closed out, a net change of +25 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q2 2020 was Morgan Stanley, an estimated $109M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q2 2020 was Natixis Advisors, an estimated $51.9M sold.
Based on aggregated 13F filings for Q2 2020.