Vanguard Morningstar Mid-Cap Value ETF
350 hedge funds and large institutions have $3.42B invested in Vanguard Morningstar Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 153 increasing their positions, 105 reducing their positions, and 27 closing their positions.
137% more call options, than puts
Call options by funds: $807K | Put options by funds: $340K
56% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 27
46% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 105
3% more funds holding
Funds holding: 339 → 350 (+11)
0% less capital invested
Capital invested by funds: $3.44B → $3.42B (-$15.7M)
1.66% less ownership
Funds ownership: 47.47% → 45.81% (-1.7%)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$51.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$46.6M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$30.2M |
| 4 |
Morgan Stanley
New York
|
+$11.7M |
| 5 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$155M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$39.7M |
| 3 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$21.5M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$15.2M |
| 5 |
PI
PHH Investments
Addison,
Texas
|
-$9.67M |
VOE Hedge Fund Activity: Q2 2017 in Review
350 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2017, worth a combined $3.42B — down 0.46% from $3.44B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VOE positions and 27 closed out — a net gain of 15 holders — while 153 added to existing stakes and 105 trimmed.
The largest buyer was Betterment LLC, adding an estimated $51.5M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $155M.
- 350 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2017, up from 339 in Q1 2017.
- Funds reported $3.42B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2017, down 0.46% quarter-over-quarter.
- 42 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2017 and 27 closed out, a net change of +15 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2017 was Betterment LLC, an estimated $51.5M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $155M sold.
Based on aggregated 13F filings for Q2 2017.