Vanguard Morningstar Mid-Cap ETF
843 hedge funds and large institutions have $12.6B invested in Vanguard Morningstar Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 293 increasing their positions, 255 reducing their positions, and 61 closing their positions.
742% more call options, than puts
Call options by funds: $3.12M | Put options by funds: $370K
133% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 61
15% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 255
14% more funds holding in top 10
Funds holding in top 10: 81 → 92 (+11)
10.03% more ownership
Funds ownership: 227.28% → 237.31% (+10%)
10% more funds holding
Funds holding: 769 → 843 (+74)
12% less capital invested
Capital invested by funds: $14.2B → $12.6B (-$1.67B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 2 |
JP Morgan Chase
New York
|
+$123M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$114M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$110M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$68.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$145M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$143M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$61.3M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$41.3M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$30.2M |
VO Hedge Fund Activity: Q4 2018 in Review
843 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q4 2018, worth a combined $12.6B — down 12% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new VO positions and 61 closed out — a net gain of 81 holders — while 293 added to existing stakes and 255 trimmed.
The largest buyer was Bank of America, adding an estimated $127M. The largest seller was Creative Planning, cutting an estimated $145M.
- 843 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q4 2018, up from 769 in Q3 2018.
- Funds reported $12.6B of Vanguard Morningstar Mid-Cap ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 142 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q4 2018 and 61 closed out, a net change of +81 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $127M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q4 2018 was Creative Planning, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2018.