Vanguard Morningstar Mid-Cap ETF
1,579 hedge funds and large institutions have $36.2B invested in Vanguard Morningstar Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 653 increasing their positions, 371 reducing their positions, and 59 closing their positions.
417% more first-time investments, than exits
New positions opened: 305 | Existing positions closed: 59
76% more repeat investments, than reductions
Existing positions increased: 653 | Existing positions reduced: 371
55% more call options, than puts
Call options by funds: $24.2M | Put options by funds: $15.6M
21% more funds holding in top 10
Funds holding in top 10: 154 → 187 (+33)
16% more funds holding
Funds holding: 1,356 → 1,579 (+223)
15% more capital invested
Capital invested by funds: $31.5B → $36.2B (+$4.79B)
5.7% more ownership
Funds ownership: 245.96% → 251.66% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$799M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$108M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$84.9M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$85.5M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$71.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$30M |
| 4 |
N
Natixis
Paris,
France
|
-$26.9M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$21.9M |
VO Hedge Fund Activity: Q4 2021 in Review
1,579 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q4 2021, worth a combined $36.2B — up 15% from $31.5B a quarter earlier.
Buyers outnumbered sellers: 305 funds opened new VO positions and 59 closed out — a net gain of 246 holders — while 653 added to existing stakes and 371 trimmed.
The largest buyer was Wells Fargo, adding an estimated $799M. The largest seller was Private Advisor Group, cutting an estimated $85.5M.
- 1,579 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q4 2021, up from 1,356 in Q3 2021.
- Funds reported $36.2B of Vanguard Morningstar Mid-Cap ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 305 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q4 2021 and 59 closed out, a net change of +246 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q4 2021 was Wells Fargo, an estimated $799M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q4 2021 was Private Advisor Group, an estimated $85.5M sold.
Based on aggregated 13F filings for Q4 2021.