Vanguard Morningstar Mid-Cap Value ETF
711 hedge funds and large institutions have $8.54B invested in Vanguard Morningstar Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 337 increasing their positions, 184 reducing their positions, and 42 closing their positions.
155% more call options, than puts
Call options by funds: $4.27M | Put options by funds: $1.68M
83% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 184
14% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 42
0.29% more ownership
Funds ownership: 59.49% → 59.78% (+0.29%)
1% less capital invested
Capital invested by funds: $8.58B → $8.54B (-$45.7M)
1% less funds holding
Funds holding: 720 → 711 (-9)
19% less funds holding in top 10
Funds holding in top 10: 54 → 44 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$62.3M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$58.8M |
| 3 |
TC
Trust Company
Manhattan,
Kansas
|
+$39.5M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$27.4M |
| 5 |
AssetMark Inc
Concord,
California
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$124M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$22M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$16.6M |
| 4 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$14.5M |
| 5 |
FC
Ferris Capital
Marlborough,
Massachusetts
|
-$12.6M |
VOE Hedge Fund Activity: Q3 2021 in Review
711 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q3 2021, worth a combined $8.54B — down 0.53% from $8.58B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new VOE positions and 42 closed out — a net gain of 6 holders — while 337 added to existing stakes and 184 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $62.3M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $124M sold.
- 711 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q3 2021, down from 720 in Q2 2021.
- Funds reported $8.54B of Vanguard Morningstar Mid-Cap Value ETF stock for Q3 2021, down 0.53% quarter-over-quarter.
- 48 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q3 2021 and 42 closed out, a net change of +6 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q3 2021 was Royal Bank of Canada, an estimated $62.3M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q3 2021 was Exchange Traded Concepts, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2021.