Vanguard Morningstar Mid-Cap ETF
1,053 hedge funds and large institutions have $20.8B invested in Vanguard Morningstar Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 353 reducing their positions, and 50 closing their positions.
148% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 50
40% more capital invested
Capital invested by funds: $14.8B → $20.8B (+$5.98B)
34% more call options, than puts
Call options by funds: $7.27M | Put options by funds: $5.43M
14% more repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 353
10% more funds holding in top 10
Funds holding in top 10: 105 → 115 (+10)
7% more funds holding
Funds holding: 986 → 1,053 (+67)
1.91% more ownership
Funds ownership: 256.27% → 258.18% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.35B |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$511M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$134M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$89.9M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$80.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$66.6M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$51.1M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$49.9M |
| 4 |
JP Morgan Chase
New York
|
-$38.1M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$36.8M |
VO Hedge Fund Activity: Q2 2020 in Review
1,053 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2020, worth a combined $20.8B — up 40% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new VO positions and 50 closed out — a net gain of 74 holders — while 403 added to existing stakes and 353 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.35B. The largest seller was Jones Financial Companies, cutting an estimated $66.6M.
- 1,053 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2020, up from 986 in Q1 2020.
- Funds reported $20.8B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2020, up 40% quarter-over-quarter.
- 124 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2020 and 50 closed out, a net change of +74 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q2 2020 was Wells Fargo, an estimated $1.35B added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q2 2020 was Jones Financial Companies, an estimated $66.6M sold.
Based on aggregated 13F filings for Q2 2020.