Vanguard Morningstar Mid-Cap Value ETF
831 hedge funds and large institutions have $9.74B invested in Vanguard Morningstar Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 348 increasing their positions, 170 reducing their positions, and 39 closing their positions.
820% more call options, than puts
Call options by funds: $8.3M | Put options by funds: $902K
341% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 39
105% more repeat investments, than reductions
Existing positions increased: 348 | Existing positions reduced: 170
25% more funds holding in top 10
Funds holding in top 10: 44 → 55 (+11)
17% more funds holding
Funds holding: 711 → 831 (+120)
14% more capital invested
Capital invested by funds: $8.54B → $9.74B (+$1.2B)
1.09% more ownership
Funds ownership: 59.78% → 60.86% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.8M |
| 2 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$41.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$27.4M |
| 4 |
AssetMark Inc
Concord,
California
|
+$24.1M |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$66.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$25.1M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.27M |
| 4 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
-$6.99M |
| 5 |
CAG
Compass Advisory Group
Melville,
New York
|
-$5.99M |
VOE Hedge Fund Activity: Q4 2021 in Review
831 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2021, worth a combined $9.74B — up 14% from $8.54B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new VOE positions and 39 closed out — a net gain of 133 holders — while 348 added to existing stakes and 170 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $41.8M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $66.5M.
- 831 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2021, up from 711 in Q3 2021.
- Funds reported $9.74B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 172 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2021 and 39 closed out, a net change of +133 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $41.8M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2021 was TD Ameritrade Investment Management, an estimated $66.5M sold.
Based on aggregated 13F filings for Q4 2021.