Vanguard Morningstar Mid-Cap Value ETF
418 hedge funds and large institutions have $3.96B invested in Vanguard Morningstar Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 168 increasing their positions, 102 reducing their positions, and 21 closing their positions.
305% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 21
65% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 102
31% more funds holding in top 10
Funds holding in top 10: 26 → 34 (+8)
18% more funds holding
Funds holding: 355 → 418 (+63)
11% more capital invested
Capital invested by funds: $3.56B → $3.96B (+$396M)
1.22% more ownership
Funds ownership: 46.23% → 47.44% (+1.2%)
20% less call options, than puts
Call options by funds: $745K | Put options by funds: $926K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$116M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$10.5M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$10.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.8M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$8.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$60.1M |
| 2 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$25.2M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$13.2M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$13.2M |
| 5 |
AIA
Allegis Investment Advisors
Idaho Falls,
Idaho
|
-$11.5M |
VOE Hedge Fund Activity: Q4 2017 in Review
418 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2017, worth a combined $3.96B — up 11% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new VOE positions and 21 closed out — a net gain of 64 holders — while 168 added to existing stakes and 102 trimmed.
The largest buyer was Betterment LLC, adding an estimated $116M. The largest seller was Wells Fargo, cutting an estimated $60.1M.
- 418 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2017, up from 355 in Q3 2017.
- Funds reported $3.96B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 85 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2017 and 21 closed out, a net change of +64 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2017 was Betterment LLC, an estimated $116M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2017 was Wells Fargo, an estimated $60.1M sold.
Based on aggregated 13F filings for Q4 2017.