Vanguard Morningstar Mid-Cap Value ETF
223 hedge funds and large institutions have $1.77B invested in Vanguard Morningstar Mid-Cap Value ETF in 2015 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 101 increasing their positions, 62 reducing their positions, and 17 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 62
35% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 17
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
2% more funds holding
Funds holding: 218 → 223 (+5)
0.99% more ownership
Funds ownership: 45.55% → 46.54% (+0.99%)
3% less capital invested
Capital invested by funds: $1.82B → $1.77B (-$53.3M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$34.7M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
+$19.5M |
| 3 |
Betterment LLC
New York
|
+$13.9M |
| 4 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$13.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$14.4M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$7.45M |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$4.91M |
| 4 |
LC
Lubar & Co
Milwaukee,
Wisconsin
|
-$2.97M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.98M |
VOE Hedge Fund Activity: Q3 2015 in Review
223 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2015, worth a combined $1.77B — down 2.9% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VOE positions and 17 closed out — a net gain of 6 holders — while 101 added to existing stakes and 62 trimmed.
The largest buyer was Bank of America, adding an estimated $34.7M. The largest seller was Noven Financial Group, exiting entirely with an estimated $14.4M sold.
- 223 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2015, up from 218 in Q2 2015.
- Funds reported $1.77B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2015, down 2.9% quarter-over-quarter.
- 23 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2015 and 17 closed out, a net change of +6 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2015 was Bank of America, an estimated $34.7M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2015 was Noven Financial Group, an estimated $14.4M sold.
Based on aggregated 13F filings for Q3 2015.