Vanguard Mid-Cap Value ETF
504 hedge funds and large institutions have $4.95B invested in Vanguard Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 206 increasing their positions, 162 reducing their positions, and 38 closing their positions.
83% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $883K
27% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 162
13% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 38
4% more capital invested
Capital invested by funds: $4.75B → $4.95B (+$199M)
0% less funds holding
Funds holding: 506 → 504 (-2)
0.4% less ownership
Funds ownership: 53.57% → 53.17% (-0.4%)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$27.2M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$9.71M |
| 3 |
AssetMark Inc
Concord,
California
|
+$9.15M |
| 4 |
FAT
First American Trust
Santa Ana,
California
|
+$6.95M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$41.4M |
| 2 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$7.8M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$6.34M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.08M |
| 5 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$5.71M |
VOE Hedge Fund Activity: Q2 2019 in Review
504 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap Value ETF (VOE) for Q2 2019, worth a combined $4.95B — up 4.2% from $4.75B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VOE positions and 38 closed out — a net gain of 5 holders — while 206 added to existing stakes and 162 trimmed.
The largest buyer was Betterment LLC, adding an estimated $27.2M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $41.4M.
- 504 institutional investors held Vanguard Mid-Cap Value ETF (VOE) as of Q2 2019, down from 506 in Q1 2019.
- Funds reported $4.95B of Vanguard Mid-Cap Value ETF stock for Q2 2019, up 4.2% quarter-over-quarter.
- 43 funds opened new Vanguard Mid-Cap Value ETF positions in Q2 2019 and 38 closed out, a net change of +5 holders.
- The largest Vanguard Mid-Cap Value ETF buyer in Q2 2019 was Betterment LLC, an estimated $27.2M added.
- The largest Vanguard Mid-Cap Value ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $41.4M sold.
Based on aggregated 13F filings for Q2 2019.