Vanguard Morningstar Mid-Cap Value ETF
442 hedge funds and large institutions have $4.78B invested in Vanguard Morningstar Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 178 increasing their positions, 130 reducing their positions, and 26 closing their positions.
119% more call options, than puts
Call options by funds: $2.11M | Put options by funds: $960K
37% more repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 130
35% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 26
10% more capital invested
Capital invested by funds: $4.36B → $4.78B (+$419M)
6% more funds holding in top 10
Funds holding in top 10: 34 → 36 (+2)
2% more funds holding
Funds holding: 435 → 442 (+7)
1.19% more ownership
Funds ownership: 49.85% → 51.05% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$79.9M |
| 2 |
Betterment LLC
New York
|
+$77.2M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$51.7M |
| 4 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$19M |
| 5 |
NYLIM
New York Life Investment Management
New York
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
MCF Advisors
Covington,
Kentucky
|
-$11.8M |
| 2 |
AssetMark Inc
Concord,
California
|
-$8.99M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
-$8.27M |
| 4 |
KFA
Kays Financial Advisory
Atlanta,
Georgia
|
-$7.5M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$5.66M |
VOE Hedge Fund Activity: Q3 2018 in Review
442 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2018, worth a combined $4.78B — up 9.6% from $4.36B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new VOE positions and 26 closed out — a net gain of 9 holders — while 178 added to existing stakes and 130 trimmed.
The largest buyer was Wells Fargo, adding an estimated $79.9M. The largest seller was MCF Advisors, cutting an estimated $11.8M.
- 442 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2018, up from 435 in Q2 2018.
- Funds reported $4.78B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2018, up 9.6% quarter-over-quarter.
- 35 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2018 and 26 closed out, a net change of +9 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2018 was Wells Fargo, an estimated $79.9M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2018 was MCF Advisors, an estimated $11.8M sold.
Based on aggregated 13F filings for Q3 2018.