Vanguard Morningstar Mid-Cap ETF
765 hedge funds and large institutions have $13.1B invested in Vanguard Morningstar Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 321 increasing their positions, 230 reducing their positions, and 36 closing their positions.
53% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 36
40% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 230
6.31% more ownership
Funds ownership: 223.3% → 229.61% (+6.3%)
6% more capital invested
Capital invested by funds: $12.4B → $13.1B (+$700M)
1% more funds holding
Funds holding: 755 → 765 (+10)
0% more funds holding in top 10
Funds holding in top 10: 82 → 82 (0)
69% less call options, than puts
Call options by funds: $1.53M | Put options by funds: $4.99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$218M |
| 2 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$164M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$90.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$52.1M |
| 5 |
Morgan Stanley
New York
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$80.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$69.2M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$48.3M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$44.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$17.9M |
VO Hedge Fund Activity: Q2 2018 in Review
765 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2018, worth a combined $13.1B — up 5.6% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new VO positions and 36 closed out — a net gain of 19 holders — while 321 added to existing stakes and 230 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $80.9M.
- 765 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2018, up from 755 in Q1 2018.
- Funds reported $13.1B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2018, up 5.6% quarter-over-quarter.
- 55 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2018 and 36 closed out, a net change of +19 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $218M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2018 was BNP Paribas Financial Markets, an estimated $80.9M sold.
Based on aggregated 13F filings for Q2 2018.