Vanguard Morningstar Mid-Cap Value ETF
497 hedge funds and large institutions have $4.21B invested in Vanguard Morningstar Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 169 increasing their positions, 146 reducing their positions, and 45 closing their positions.
559% more call options, than puts
Call options by funds: $1.86M | Put options by funds: $282K
140% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 45
16% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 146
12% more funds holding
Funds holding: 442 → 497 (+55)
2.27% more ownership
Funds ownership: 51.05% → 53.31% (+2.3%)
8% less funds holding in top 10
Funds holding in top 10: 36 → 33 (-3)
12% less capital invested
Capital invested by funds: $4.78B → $4.21B (-$568M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$151M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$37.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$36M |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$24.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$94.2M |
| 2 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$33.1M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$30.4M |
| 4 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
-$18.9M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$17.3M |
VOE Hedge Fund Activity: Q4 2018 in Review
497 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2018, worth a combined $4.21B — down 12% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new VOE positions and 45 closed out — a net gain of 63 holders — while 169 added to existing stakes and 146 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $151M. The largest seller was Wells Fargo, cutting an estimated $94.2M.
- 497 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2018, up from 442 in Q3 2018.
- Funds reported $4.21B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 108 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2018 and 45 closed out, a net change of +63 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $151M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2018 was Wells Fargo, an estimated $94.2M sold.
Based on aggregated 13F filings for Q4 2018.