Vanguard Morningstar Mid-Cap Value ETF
912 hedge funds and large institutions have $9.84B invested in Vanguard Morningstar Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 350 increasing their positions, 337 reducing their positions, and 57 closing their positions.
2,792% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $360K
21% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 57
10% more funds holding in top 10
Funds holding in top 10: 58 → 64 (+6)
4% more repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 337
4% more capital invested
Capital invested by funds: $9.5B → $9.84B (+$339M)
0% more funds holding
Funds holding: 908 → 912 (+4)
0.18% less ownership
Funds ownership: 61.03% → 60.85% (-0.18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PLFA
Pacific Life Fund Advisors
Newport Beach,
California
|
+$98.7M |
| 2 |
Rockefeller Capital Management
New York
|
+$60M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.3M |
| 4 |
Betterment LLC
New York
|
+$36.9M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$96.6M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$64.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$46.7M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$37.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$22.6M |
VOE Hedge Fund Activity: Q2 2023 in Review
912 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Value ETF (VOE) for Q2 2023, worth a combined $9.84B — up 3.6% from $9.5B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new VOE positions and 57 closed out — a net gain of 12 holders — while 350 added to existing stakes and 337 trimmed.
The largest buyer was Pacific Life Fund Advisors, opening a new position worth an estimated $98.7M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $96.6M.
- 912 institutional investors held Vanguard Morningstar Mid-Cap Value ETF (VOE) as of Q2 2023, up from 908 in Q1 2023.
- Funds reported $9.84B of Vanguard Morningstar Mid-Cap Value ETF stock for Q2 2023, up 3.6% quarter-over-quarter.
- 69 funds opened new Vanguard Morningstar Mid-Cap Value ETF positions in Q2 2023 and 57 closed out, a net change of +12 holders.
- The largest Vanguard Morningstar Mid-Cap Value ETF buyer in Q2 2023 was Pacific Life Fund Advisors, an estimated $98.7M added.
- The largest Vanguard Morningstar Mid-Cap Value ETF seller in Q2 2023 was TD Ameritrade Investment Management, an estimated $96.6M sold.
Based on aggregated 13F filings for Q2 2023.