Vanguard Morningstar Mid-Cap Value ETF
521 hedge funds and large institutions have $5.09B invested in Vanguard Morningstar Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 182 increasing their positions, 187 reducing their positions, and 29 closing their positions.
675% more call options, than puts
Call options by funds: $3.44M | Put options by funds: $444K
66% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 29
3% more funds holding
Funds holding: 504 → 521 (+17)
3% more funds holding in top 10
Funds holding in top 10: 30 → 31 (+1)
3% more capital invested
Capital invested by funds: $4.96B → $5.09B (+$129M)
0.85% more ownership
Funds ownership: 53.17% → 54.02% (+0.85%)
3% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 187
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$20M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$17.7M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$17.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$25.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16.8M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$15.5M |
| 4 |
RGI
River Global Investors
London,
United Kingdom
|
-$9.65M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.29M |
VOE Hedge Fund Activity: Q3 2019 in Review
521 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2019, worth a combined $5.09B — up 2.6% from $4.96B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new VOE positions and 29 closed out — a net gain of 19 holders — while 182 added to existing stakes and 187 trimmed.
The largest buyer was Cabana LLC, adding an estimated $20M. The largest seller was Jacobi Capital Management, cutting an estimated $25.5M.
- 521 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2019, up from 504 in Q2 2019.
- Funds reported $5.09B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2019, up 2.6% quarter-over-quarter.
- 48 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2019 and 29 closed out, a net change of +19 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2019 was Cabana LLC, an estimated $20M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2019 was Jacobi Capital Management, an estimated $25.5M sold.
Based on aggregated 13F filings for Q3 2019.