Vanguard Morningstar Mid-Cap Value ETF
435 hedge funds and large institutions have $4.36B invested in Vanguard Morningstar Mid-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 181 increasing their positions, 129 reducing their positions, and 26 closing their positions.
88% more call options, than puts
Call options by funds: $2.1M | Put options by funds: $1.12M
58% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 26
40% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 129
5% more capital invested
Capital invested by funds: $4.15B → $4.36B (+$214M)
3% more funds holding
Funds holding: 424 → 435 (+11)
0.58% more ownership
Funds ownership: 49.27% → 49.85% (+0.58%)
0% more funds holding in top 10
Funds holding in top 10: 34 → 34 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$50.5M |
| 2 |
Betterment LLC
New York
|
+$38.1M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
+$28.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18.3M |
| 5 |
AssetMark Inc
Concord,
California
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$19M |
| 2 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$14.2M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$12.6M |
| 4 |
MSL
Mackay Shields LLC
New York
|
-$12.4M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$10.2M |
VOE Hedge Fund Activity: Q2 2018 in Review
435 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2018, worth a combined $4.36B — up 5.2% from $4.15B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new VOE positions and 26 closed out — a net gain of 15 holders — while 181 added to existing stakes and 129 trimmed.
The largest buyer was Jones Financial Companies, adding an estimated $50.5M. The largest seller was TIAA FSB, cutting an estimated $19M.
- 435 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2018, up from 424 in Q1 2018.
- Funds reported $4.36B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2018, up 5.2% quarter-over-quarter.
- 41 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2018 and 26 closed out, a net change of +15 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2018 was Jones Financial Companies, an estimated $50.5M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2018 was TIAA FSB, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2018.