Vanguard Morningstar Mid-Cap Value ETF
565 hedge funds and large institutions have $4.86B invested in Vanguard Morningstar Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 175 increasing their positions, 223 reducing their positions, and 54 closing their positions.
61% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $1.39M
50% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 54
22% more capital invested
Capital invested by funds: $3.98B → $4.86B (+$887M)
4% more funds holding
Funds holding: 542 → 565 (+23)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
1.63% more ownership
Funds ownership: 55.46% → 57.09% (+1.6%)
22% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 223
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$109M |
| 2 |
Betterment LLC
New York
|
+$95.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$23.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$51.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$24.7M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
-$23.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.6M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$18.2M |
VOE Hedge Fund Activity: Q2 2020 in Review
565 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2020, worth a combined $4.86B — up 22% from $3.98B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new VOE positions and 54 closed out — a net gain of 27 holders — while 175 added to existing stakes and 223 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Natixis Advisors, cutting an estimated $51.9M.
- 565 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2020, up from 542 in Q1 2020.
- Funds reported $4.86B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2020, up 22% quarter-over-quarter.
- 81 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2020 and 54 closed out, a net change of +27 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2020 was Morgan Stanley, an estimated $109M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2020 was Natixis Advisors, an estimated $51.9M sold.
Based on aggregated 13F filings for Q2 2020.