Vanguard Morningstar Mid-Cap Value ETF
876 hedge funds and large institutions have $10.3B invested in Vanguard Morningstar Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 379 increasing their positions, 229 reducing their positions, and 50 closing their positions.
1,323% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $733K
116% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 50
66% more repeat investments, than reductions
Existing positions increased: 379 | Existing positions reduced: 229
20% more funds holding in top 10
Funds holding in top 10: 55 → 66 (+11)
6% more capital invested
Capital invested by funds: $9.74B → $10.3B (+$562M)
5% more funds holding
Funds holding: 831 → 876 (+45)
0.63% more ownership
Funds ownership: 60.86% → 61.5% (+0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
+$112M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$88.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$67.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$53.2M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$86.8M |
| 2 |
Betterment LLC
New York
|
-$22.2M |
| 3 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$21.3M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$18.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$17.8M |
VOE Hedge Fund Activity: Q1 2022 in Review
876 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2022, worth a combined $10.3B — up 5.8% from $9.74B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new VOE positions and 50 closed out — a net gain of 58 holders — while 379 added to existing stakes and 229 trimmed.
The largest buyer was Wellspring Financial Advisors, adding an estimated $112M. The largest seller was Natixis Advisors, cutting an estimated $86.8M.
- 876 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2022, up from 831 in Q4 2021.
- Funds reported $10.3B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
- 108 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2022 and 50 closed out, a net change of +58 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2022 was Wellspring Financial Advisors, an estimated $112M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2022 was Natixis Advisors, an estimated $86.8M sold.
Based on aggregated 13F filings for Q1 2022.