Vanguard Morningstar Mid-Cap Value ETF
275 hedge funds and large institutions have $2.7B invested in Vanguard Morningstar Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 130 increasing their positions, 81 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
60% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 81
14% more capital invested
Capital invested by funds: $2.38B → $2.7B (+$324M)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
2% more funds holding
Funds holding: 269 → 275 (+6)
0.66% more ownership
Funds ownership: 47.56% → 48.22% (+0.66%)
50% less call options, than puts
Call options by funds: $813K | Put options by funds: $1.64M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$46.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$38.9M |
| 3 |
Betterment LLC
New York
|
+$36.4M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$23.8M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$5.82M |
| 2 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$5.76M |
| 3 |
LC
Lubar & Co
Milwaukee,
Wisconsin
|
-$5.7M |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$5.49M |
| 5 |
CAM
Concorde Asset Management
Ann Arbor,
Michigan
|
-$5.48M |
VOE Hedge Fund Activity: Q3 2016 in Review
275 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2016, worth a combined $2.7B — up 14% from $2.38B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new VOE positions and 13 closed out — a net gain of 13 holders — while 130 added to existing stakes and 81 trimmed.
The largest buyer was Wells Fargo, adding an estimated $46.5M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $5.82M sold.
- 275 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2016, up from 269 in Q2 2016.
- Funds reported $2.7B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2016, up 14% quarter-over-quarter.
- 26 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2016 and 13 closed out, a net change of +13 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2016 was Wells Fargo, an estimated $46.5M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2016 was Simplicity Solutions, an estimated $5.82M sold.
Based on aggregated 13F filings for Q3 2016.