Vanguard Morningstar Mid-Cap Value ETF
198 hedge funds and large institutions have $1.54B invested in Vanguard Morningstar Mid-Cap Value ETF in 2014 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 47 reducing their positions, and 12 closing their positions.
192% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 12
77% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 47
11% more funds holding
Funds holding: 179 → 198 (+19)
10% more capital invested
Capital invested by funds: $1.39B → $1.54B (+$145M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
0.47% less ownership
Funds ownership: 46% → 45.53% (-0.47%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.36M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$77.7M |
| 2 |
NFG
Noven Financial Group
Denver,
Colorado
|
+$13.9M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$10.5M |
| 4 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$8.9M |
| 5 |
JG
Jefferies Group
New York
|
+$8.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$54.3M |
| 2 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
-$54.3M |
| 3 |
CCMH
Cornerstone Capital Management Holdings
New York
|
-$17.3M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$9.69M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$7.24M |
VOE Hedge Fund Activity: Q4 2014 in Review
198 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2014, worth a combined $1.54B — up 10% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VOE positions and 12 closed out — a net gain of 23 holders — while 83 added to existing stakes and 47 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $77.7M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $54.3M sold.
- 198 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2014, up from 179 in Q3 2014.
- Funds reported $1.54B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2014, up 10% quarter-over-quarter.
- 35 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2014 and 12 closed out, a net change of +23 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2014 was PNC Financial Services Group, an estimated $77.7M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2014 was Arrow Investment Advisors, an estimated $54.3M sold.
Based on aggregated 13F filings for Q4 2014.