Vanguard Morningstar Mid-Cap ETF
1,500 hedge funds and large institutions have $28.3B invested in Vanguard Morningstar Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 703 increasing their positions, 471 reducing their positions, and 75 closing their positions.
253% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $5.49M
49% more repeat investments, than reductions
Existing positions increased: 703 | Existing positions reduced: 471
31% more capital inflows, than outflows
Capital inflows: $1.09B | Capital outflows: $832M
7% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 75
0% more funds holding in top 10
Funds holding in top 10: 178 → 178 (0)
0.71% less ownership
Funds ownership: 63.31% → 62.59% (-0.71%)
1% less funds holding
Funds holding: 1,519 → 1,500 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$68.4M |
| 2 |
Country Trust Bank
Bloomington,
Illinois
|
+$64.4M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$38.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$212M |
| 2 |
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$85.4M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$72.9M |
| 4 |
PFG Advisors
Phoenix,
Arizona
|
-$71.6M |
| 5 |
Cresset Asset Management
Chicago,
Illinois
|
-$25.6M |
VO Hedge Fund Activity: Q3 2022 in Review
1,500 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q3 2022, worth a combined $28.3B — down 4.2% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new VO positions and 75 closed out — a net gain of 5 holders — while 703 added to existing stakes and 471 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $68.4M. The largest seller was Bank of America, cutting an estimated $212M.
- 1,500 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q3 2022, down from 1,519 in Q2 2022.
- Funds reported $28.3B of Vanguard Morningstar Mid-Cap ETF stock for Q3 2022, down 4.2% quarter-over-quarter.
- 80 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q3 2022 and 75 closed out, a net change of +5 holders.
- The largest Vanguard Morningstar Mid-Cap ETF buyer in Q3 2022 was Goldman Sachs, an estimated $68.4M added.
- The largest Vanguard Morningstar Mid-Cap ETF seller in Q3 2022 was Bank of America, an estimated $212M sold.
Based on aggregated 13F filings for Q3 2022.