Vanguard Morningstar Mid-Cap Value ETF
908 hedge funds and large institutions have $9.5B invested in Vanguard Morningstar Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 331 increasing their positions, 335 reducing their positions, and 67 closing their positions.
577% more call options, than puts
Call options by funds: $6.81M | Put options by funds: $1.01M
24% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 67
0.33% less ownership
Funds ownership: 61.36% → 61.03% (-0.33%)
1% less funds holding
Funds holding: 915 → 908 (-7)
1% less repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 335
2% less capital invested
Capital invested by funds: $9.68B → $9.5B (-$184M)
15% less funds holding in top 10
Funds holding in top 10: 68 → 58 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$27M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15.9M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$15.5M |
| 4 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$15M |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$50.5M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$39.7M |
| 3 |
Morgan Stanley
New York
|
-$16.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$14.8M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$14.3M |
VOE Hedge Fund Activity: Q1 2023 in Review
908 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q1 2023, worth a combined $9.5B — down 1.9% from $9.68B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VOE positions and 67 closed out — a net gain of 16 holders — while 331 added to existing stakes and 335 trimmed.
The largest buyer was Betterment LLC, adding an estimated $27M. The largest seller was EP Wealth Advisors, cutting an estimated $50.5M.
- 908 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q1 2023, down from 915 in Q4 2022.
- Funds reported $9.5B of Vanguard Morningstar Mid-Cap Value ETF stock for Q1 2023, down 1.9% quarter-over-quarter.
- 83 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q1 2023 and 67 closed out, a net change of +16 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q1 2023 was Betterment LLC, an estimated $27M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q1 2023 was EP Wealth Advisors, an estimated $50.5M sold.
Based on aggregated 13F filings for Q1 2023.