Vanguard Morningstar Mid-Cap Value ETF
215 hedge funds and large institutions have $1.7B invested in Vanguard Morningstar Mid-Cap Value ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 94 increasing their positions, 56 reducing their positions, and 13 closing their positions.
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
68% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 56
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
10% more capital invested
Capital invested by funds: $1.54B → $1.7B (+$157M)
9% more funds holding
Funds holding: 198 → 215 (+17)
0.98% less ownership
Funds ownership: 45.53% → 44.56% (-0.98%)
14% less call options, than puts
Call options by funds: $928K | Put options by funds: $1.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$22.3M |
| 2 |
Morgan Stanley
New York
|
+$14.5M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.5M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$10.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$8.94M |
| 2 |
Axa
Paris,
France
|
-$7.61M |
| 3 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$3.97M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$3.93M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.18M |
VOE Hedge Fund Activity: Q1 2015 in Review
215 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2015, worth a combined $1.7B — up 10% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new VOE positions and 13 closed out — a net gain of 21 holders — while 94 added to existing stakes and 56 trimmed.
The largest buyer was Betterment LLC, adding an estimated $22.3M. The largest seller was Jefferies Group, exiting entirely with an estimated $8.94M sold.
- 215 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2015, up from 198 in Q4 2014.
- Funds reported $1.7B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2015, up 10% quarter-over-quarter.
- 34 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2015 and 13 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2015 was Betterment LLC, an estimated $22.3M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2015 was Jefferies Group, an estimated $8.94M sold.
Based on aggregated 13F filings for Q1 2015.