Vanguard Morningstar Mid-Cap ETF
403 hedge funds and large institutions have $5.59B invested in Vanguard Morningstar Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 192 increasing their positions, 109 reducing their positions, and 25 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 109
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
2% more funds holding in top 10
Funds holding in top 10: 41 → 42 (+1)
2% more funds holding
Funds holding: 397 → 403 (+6)
1% less capital invested
Capital invested by funds: $5.66B → $5.59B (-$72.8M)
80% less call options, than puts
Call options by funds: $1.4M | Put options by funds: $7.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$164M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$125M |
| 3 |
JP Morgan Chase
New York
|
+$92M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$46.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$51.9M |
| 2 |
Bank of New York Mellon
New York
|
-$36M |
| 3 |
AssetMark Inc
Concord,
California
|
-$23.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$19.6M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19.1M |
VO Hedge Fund Activity: Q3 2015 in Review
403 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q3 2015, worth a combined $5.59B — down 1.3% from $5.66B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VO positions and 25 closed out — a net gain of 8 holders — while 192 added to existing stakes and 109 trimmed.
The largest buyer was United Services Automobile Association, adding an estimated $164M. The largest seller was Windham Capital Management, exiting entirely with an estimated $51.9M sold.
- 403 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q3 2015, up from 397 in Q2 2015.
- Funds reported $5.59B of Vanguard Morningstar Mid-Cap ETF stock for Q3 2015, down 1.3% quarter-over-quarter.
- 33 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q3 2015 and 25 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q3 2015 was United Services Automobile Association, an estimated $164M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q3 2015 was Windham Capital Management, an estimated $51.9M sold.
Based on aggregated 13F filings for Q3 2015.