Vanguard Mid-Cap Value ETF
217 hedge funds and large institutions have $1.82B invested in Vanguard Mid-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 106 increasing their positions, 47 reducing their positions, and 16 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 47
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
7% more capital invested
Capital invested by funds: $1.7B → $1.82B (+$122M)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
1% more funds holding
Funds holding: 214 → 217 (+3)
0.99% more ownership
Funds ownership: 44.56% → 45.55% (+0.99%)
22% less call options, than puts
Call options by funds: $971K | Put options by funds: $1.25M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$27.1M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$22.3M |
| 3 |
SE
Summit Equities
Parsippany,
New Jersey
|
+$19.7M |
| 4 |
LC
Lubar & Co
Milwaukee,
Wisconsin
|
+$15.1M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$12.5M |
| 2 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
-$8.82M |
| 3 |
SG Americas Securities
New York
|
-$5.91M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.69M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.64M |
VOE Hedge Fund Activity: Q2 2015 in Review
217 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2015, worth a combined $1.82B — up 7.2% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VOE positions and 16 closed out — a net gain of 7 holders — while 106 added to existing stakes and 47 trimmed.
The largest buyer was Betterment LLC, adding an estimated $27.1M. The largest seller was Ogorek Anthony Joseph, cutting an estimated $12.5M.
- 217 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2015, up from 214 in Q1 2015.
- Funds reported $1.82B of Vanguard Mid-Cap Value ETF stock for Q2 2015, up 7.2% quarter-over-quarter.
- 23 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2015 and 16 closed out, a net change of +7 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q2 2015 was Betterment LLC, an estimated $27.1M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q2 2015 was Ogorek Anthony Joseph, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2015.