Vanguard Morningstar Mid-Cap Value ETF
504 hedge funds and large institutions have $4.96B invested in Vanguard Morningstar Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 207 increasing their positions, 161 reducing their positions, and 39 closing their positions.
83% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $883K
29% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 161
10% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 39
4% more capital invested
Capital invested by funds: $4.75B → $4.96B (+$211M)
0.05% more ownership
Funds ownership: 53.12% → 53.17% (+0.05%)
1% less funds holding
Funds holding: 507 → 504 (-3)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$27.2M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$9.71M |
| 3 |
AssetMark Inc
Concord,
California
|
+$9.15M |
| 4 |
FAT
First American Trust
Santa Ana,
California
|
+$6.95M |
| 5 |
GFPC
Global Financial Private Capital
Sarasota,
Florida
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$7.8M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$6.34M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.08M |
| 4 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$5.71M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$4.83M |
VOE Hedge Fund Activity: Q2 2019 in Review
504 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2019, worth a combined $4.96B — up 4.4% from $4.75B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new VOE positions and 39 closed out — a net gain of 4 holders — while 207 added to existing stakes and 161 trimmed.
The largest buyer was Betterment LLC, adding an estimated $27.2M. The largest seller was BB&T Securities, cutting an estimated $7.8M.
- 504 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2019, down from 507 in Q1 2019.
- Funds reported $4.96B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
- 43 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2019 and 39 closed out, a net change of +4 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2019 was Betterment LLC, an estimated $27.2M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2019 was BB&T Securities, an estimated $7.8M sold.
Based on aggregated 13F filings for Q2 2019.