Vanguard Morningstar Mid-Cap ETF
863 hedge funds and large institutions have $14.8B invested in Vanguard Morningstar Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 300 reducing their positions, and 50 closing their positions.
318% more call options, than puts
Call options by funds: $4.5M | Put options by funds: $1.08M
64% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 50
18% more capital invested
Capital invested by funds: $12.6B → $14.8B (+$2.25B)
4% more funds holding in top 10
Funds holding in top 10: 92 → 96 (+4)
2% more funds holding
Funds holding: 843 → 863 (+20)
8% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 300
0.21% more ownership
Funds ownership: 237.31% → 237.52% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$267M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.7M |
| 3 |
CAW
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
+$37.6M |
| 4 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$21.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$98.1M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$63.3M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$41.8M |
| 4 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
-$34.4M |
| 5 |
BlackRock
New York
|
-$28.5M |
VO Hedge Fund Activity: Q1 2019 in Review
863 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q1 2019, worth a combined $14.8B — up 18% from $12.6B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new VO positions and 50 closed out — a net gain of 32 holders — while 325 added to existing stakes and 300 trimmed.
The largest buyer was Wells Fargo, adding an estimated $267M. The largest seller was Natixis Advisors, cutting an estimated $98.1M.
- 863 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q1 2019, up from 843 in Q4 2018.
- Funds reported $14.8B of Vanguard Morningstar Mid-Cap ETF stock for Q1 2019, up 18% quarter-over-quarter.
- 82 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q1 2019 and 50 closed out, a net change of +32 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q1 2019 was Wells Fargo, an estimated $267M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q1 2019 was Natixis Advisors, an estimated $98.1M sold.
Based on aggregated 13F filings for Q1 2019.