Vanguard Morningstar Mid-Cap Value ETF
612 hedge funds and large institutions have $5.75B invested in Vanguard Morningstar Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 236 increasing their positions, 154 reducing their positions, and 30 closing their positions.
42,200% more call options, than puts
Call options by funds: $846K | Put options by funds: $2K
317% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 30
53% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 154
17% more funds holding
Funds holding: 521 → 612 (+91)
13% more capital invested
Capital invested by funds: $5.09B → $5.75B (+$663M)
3% more funds holding in top 10
Funds holding in top 10: 31 → 32 (+1)
1.76% more ownership
Funds ownership: 54.02% → 55.78% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$84.8M |
| 2 |
Betterment LLC
New York
|
+$60.4M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$59.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$32.9M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69.1M |
| 2 |
Axa
Paris,
France
|
-$34.8M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.65M |
| 4 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$4.91M |
| 5 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$3.37M |
VOE Hedge Fund Activity: Q4 2019 in Review
612 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2019, worth a combined $5.75B — up 13% from $5.09B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new VOE positions and 30 closed out — a net gain of 95 holders — while 236 added to existing stakes and 154 trimmed.
The largest buyer was Stephens Group Asset Management, opening a new position worth an estimated $84.8M. The largest seller was Deutsche Bank, cutting an estimated $69.1M.
- 612 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2019, up from 521 in Q3 2019.
- Funds reported $5.75B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2019, up 13% quarter-over-quarter.
- 125 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2019 and 30 closed out, a net change of +95 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2019 was Stephens Group Asset Management, an estimated $84.8M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2019 was Deutsche Bank, an estimated $69.1M sold.
Based on aggregated 13F filings for Q4 2019.