Vanguard Morningstar Mid-Cap Value ETF
842 hedge funds and large institutions have $9.18B invested in Vanguard Morningstar Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 364 increasing their positions, 267 reducing their positions, and 80 closing their positions.
561% more call options, than puts
Call options by funds: $7.31M | Put options by funds: $1.11M
36% more repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 267
0.04% more ownership
Funds ownership: 61.5% → 61.54% (+0.04%)
4% less funds holding
Funds holding: 876 → 842 (-34)
11% less capital invested
Capital invested by funds: $10.3B → $9.18B (-$1.13B)
12% less funds holding in top 10
Funds holding in top 10: 66 → 58 (-8)
34% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$53.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$48.2M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$41.4M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$35M |
| 5 |
Morgan Stanley
New York
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$48.4M |
| 2 |
Betterment LLC
New York
|
-$30.4M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$24.1M |
| 4 |
Jane Street
New York
|
-$23.7M |
| 5 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$14.7M |
VOE Hedge Fund Activity: Q2 2022 in Review
842 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2022, worth a combined $9.18B — down 11% from $10.3B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of VOE and 53 opened new positions — a net loss of 27 holders — while 267 trimmed existing stakes and 364 added.
The largest buyer was Natixis Advisors, adding an estimated $53.2M. The largest seller was Bessemer Group, cutting an estimated $48.4M.
- 842 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2022, down from 876 in Q1 2022.
- Funds reported $9.18B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 53 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2022 and 80 closed out, a net change of -27 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2022 was Natixis Advisors, an estimated $53.2M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2022 was Bessemer Group, an estimated $48.4M sold.
Based on aggregated 13F filings for Q2 2022.