Vanguard Morningstar Mid-Cap ETF
1,357 hedge funds and large institutions have $31.5B invested in Vanguard Morningstar Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 640 increasing their positions, 347 reducing their positions, and 40 closing their positions.
249% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $7.81M
137% more capital inflows, than outflows
Capital inflows: $2.02B | Capital outflows: $855M
118% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 40
84% more repeat investments, than reductions
Existing positions increased: 640 | Existing positions reduced: 347
5% more funds holding in top 10
Funds holding in top 10: 147 → 154 (+7)
2% more funds holding
Funds holding: 1,328 → 1,357 (+29)
0.33% more ownership
Funds ownership: 61.16% → 61.49% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$569M |
| 2 |
Bank of New York Mellon
New York
|
+$182M |
| 3 |
JP Morgan Chase
New York
|
+$103M |
| 4 |
Private Advisor Group
Morristown,
New Jersey
|
+$86.4M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$76.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$344M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$159M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$29.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.2M |
| 5 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
-$16.9M |
VO Hedge Fund Activity: Q3 2021 in Review
1,357 of the 5,732 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q3 2021, worth a combined $31.5B — up 2.8% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new VO positions and 40 closed out — a net gain of 47 holders — while 640 added to existing stakes and 347 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $569M. The largest seller was Wells Fargo, cutting an estimated $344M.
- 1,357 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q3 2021, up from 1,328 in Q2 2021.
- Funds reported $31.5B of Vanguard Morningstar Mid-Cap ETF stock for Q3 2021, up 2.8% quarter-over-quarter.
- 87 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q3 2021 and 40 closed out, a net change of +47 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $569M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q3 2021 was Wells Fargo, an estimated $344M sold.
Based on aggregated 13F filings for Q3 2021.