Vanguard Morningstar Mid-Cap Value ETF
915 hedge funds and large institutions have $9.68B invested in Vanguard Morningstar Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 320 increasing their positions, 299 reducing their positions, and 40 closing their positions.
273% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 40
78% more call options, than puts
Call options by funds: $9.4M | Put options by funds: $5.29M
21% more funds holding in top 10
Funds holding in top 10: 56 → 68 (+12)
11% more capital invested
Capital invested by funds: $8.69B → $9.68B (+$992M)
11% more funds holding
Funds holding: 826 → 915 (+89)
7% more repeat investments, than reductions
Existing positions increased: 320 | Existing positions reduced: 299
0.45% more ownership
Funds ownership: 60.91% → 61.36% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
+$55.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$53.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$47.7M |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
+$41.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWI
Facet Wealth Inc
Baltimore,
Maryland
|
-$81.7M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$48.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.7M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$31M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$23.9M |
VOE Hedge Fund Activity: Q4 2022 in Review
915 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q4 2022, worth a combined $9.68B — up 11% from $8.69B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new VOE positions and 40 closed out — a net gain of 109 holders — while 320 added to existing stakes and 299 trimmed.
The largest buyer was SYM Financial Corp, opening a new position worth an estimated $55.2M. The largest seller was Facet Wealth Inc, cutting an estimated $81.7M.
- 915 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q4 2022, up from 826 in Q3 2022.
- Funds reported $9.68B of Vanguard Morningstar Mid-Cap Value ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 149 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q4 2022 and 40 closed out, a net change of +109 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q4 2022 was SYM Financial Corp, an estimated $55.2M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q4 2022 was Facet Wealth Inc, an estimated $81.7M sold.
Based on aggregated 13F filings for Q4 2022.