Vanguard Morningstar Mid-Cap Value ETF
VOE
542 hedge funds and large institutions have $3.98B invested in Vanguard Morningstar Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 209 increasing their positions, 203 reducing their positions, and 113 closing their positions.
116% more call options, than puts
Call options by funds: $837K | Put options by funds: $388K
3% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 203
0.32% less ownership
Funds ownership: 55.78% → 55.46% (-0.32%)
11% less funds holding
Funds holding: 612 → 542 (-70)
19% less funds holding in top 10
Funds holding in top 10: 32 → 26 (-6)
31% less capital invested
Capital invested by funds: $5.75B → $3.98B (-$1.78B)
51% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$86.8M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$34.4M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$24.3M |
| 4 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
+$16.9M |
| 5 |
AssetMark Inc
Concord,
California
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$35.2M |
| 2 |
Betterment LLC
New York
|
-$30.1M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$26.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$18.7M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.2M |
VOE Hedge Fund Activity: Q1 2020 in Review
542 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2020, worth a combined $3.98B — down 31% from $5.75B a quarter earlier.
Sellers outnumbered buyers: 113 funds closed out of VOE and 55 opened new positions — a net loss of 58 holders — while 203 trimmed existing stakes and 209 added.
The largest buyer was Natixis Advisors, adding an estimated $86.8M. The largest seller was Cabana LLC, exiting entirely with an estimated $35.2M sold.
- 542 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2020, down from 612 in Q4 2019.
- Funds reported $3.98B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2020, down 31% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2020 and 113 closed out, a net change of -58 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2020 was Natixis Advisors, an estimated $86.8M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2020 was Cabana LLC, an estimated $35.2M sold.
Based on aggregated 13F filings for Q1 2020.