Vanguard Morningstar Mid-Cap ETF
568 hedge funds and large institutions have $8.51B invested in Vanguard Morningstar Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 249 increasing their positions, 129 reducing their positions, and 18 closing their positions.
433% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 18
93% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 129
28% more funds holding in top 10
Funds holding in top 10: 50 → 64 (+14)
15% more funds holding
Funds holding: 494 → 568 (+74)
13% more capital invested
Capital invested by funds: $7.53B → $8.51B (+$976M)
7.99% more ownership
Funds ownership: 198.11% → 206.1% (+8%)
18% less call options, than puts
Call options by funds: $3.92M | Put options by funds: $4.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$59.9M |
| 2 |
Morgan Stanley
New York
|
+$57.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$55.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$53.6M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$21.9M |
| 2 |
Goldman Sachs
New York
|
-$14.6M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$11.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.24M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.2M |
VO Hedge Fund Activity: Q4 2016 in Review
568 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q4 2016, worth a combined $8.51B — up 13% from $7.53B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new VO positions and 18 closed out — a net gain of 78 holders — while 249 added to existing stakes and 129 trimmed.
The largest buyer was Wells Fargo, adding an estimated $59.9M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $21.9M sold.
- 568 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q4 2016, up from 494 in Q3 2016.
- Funds reported $8.51B of Vanguard Morningstar Mid-Cap ETF stock for Q4 2016, up 13% quarter-over-quarter.
- 96 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q4 2016 and 18 closed out, a net change of +78 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q4 2016 was Wells Fargo, an estimated $59.9M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q4 2016 was Morningstar Investment Services, an estimated $21.9M sold.
Based on aggregated 13F filings for Q4 2016.