Vanguard Morningstar Mid-Cap Value ETF
652 hedge funds and large institutions have $6.58B invested in Vanguard Morningstar Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 240 increasing their positions, 188 reducing their positions, and 25 closing their positions.
408% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 25
47% more call options, than puts
Call options by funds: $3.27M | Put options by funds: $2.23M
42% more funds holding in top 10
Funds holding in top 10: 26 → 37 (+11)
28% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 188
24% more capital invested
Capital invested by funds: $5.29B → $6.58B (+$1.29B)
17% more funds holding
Funds holding: 559 → 652 (+93)
1% more ownership
Funds ownership: 58.59% → 59.59% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$75.2M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$47.8M |
| 3 |
Betterment LLC
New York
|
+$31.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$26.1M |
| 5 |
AssetMark Inc
Concord,
California
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$64.5M |
| 2 |
Goldman Sachs
New York
|
-$25.2M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$25.2M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$15M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12.8M |
VOE Hedge Fund Activity: Q4 2020 in Review
652 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2020, worth a combined $6.58B — up 24% from $5.29B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new VOE positions and 25 closed out — a net gain of 102 holders — while 240 added to existing stakes and 188 trimmed.
The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $75.2M. The largest seller was TIAA FSB, cutting an estimated $64.5M.
- 652 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2020, up from 559 in Q3 2020.
- Funds reported $6.58B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 127 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2020 and 25 closed out, a net change of +102 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2020 was Exchange Traded Concepts, an estimated $75.2M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2020 was TIAA FSB, an estimated $64.5M sold.
Based on aggregated 13F filings for Q4 2020.