Vanguard Morningstar Mid-Cap Growth ETF
142 hedge funds and large institutions have $848M invested in Vanguard Morningstar Mid-Cap Growth ETF in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 6 closing their positions.
417% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 6
81% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 31
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
19% more funds holding
Funds holding: 119 → 142 (+23)
8% more capital invested
Capital invested by funds: $783M → $848M (+$65.7M)
0.03% less ownership
Funds ownership: 44.93% → 44.9% (-0.03%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $307K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$14.1M |
| 2 |
Morgan Stanley
New York
|
+$9.58M |
| 3 |
MA
MCF Advisors
Covington,
Kentucky
|
+$9.28M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$9.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
Qualcomm Inc
San Diego,
California
|
-$85.2M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$2.43M |
| 3 |
SFT
Simmons First Trust
Pine Bluff,
Arkansas
|
-$2.31M |
| 4 |
Bank of New York Mellon
New York
|
-$815K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$797K |
VOT Hedge Fund Activity: Q4 2013 in Review
142 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q4 2013, worth a combined $848M — up 8.4% from $783M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new VOT positions and 6 closed out — a net gain of 25 holders — while 56 added to existing stakes and 31 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $14.1M. The largest seller was Qualcomm Inc, exiting entirely with an estimated $85.2M sold.
- 142 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2013, up from 119 in Q3 2013.
- Funds reported $848M of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2013, up 8.4% quarter-over-quarter.
- 31 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2013 and 6 closed out, a net change of +25 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $14.1M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q4 2013 was Qualcomm Inc, an estimated $85.2M sold.
Based on aggregated 13F filings for Q4 2013.