Vanguard Morningstar Mid-Cap Growth ETF
154 hedge funds and large institutions have $998M invested in Vanguard Morningstar Mid-Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 48
8% more capital invested
Capital invested by funds: $920M → $998M (+$78M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.12% less ownership
Funds ownership: 44.9% → 44.77% (-0.12%)
1% less funds holding
Funds holding: 156 → 154 (-2)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24.3M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$18.9M |
| 3 |
Goldman Sachs
New York
|
+$10.9M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$6.46M |
| 5 |
SG Americas Securities
New York
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$11.2M |
| 2 |
WCM
Weatherstone Capital Management
Denver,
Colorado
|
-$6.93M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.91M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$2.97M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.89M |
VOT Hedge Fund Activity: Q2 2014 in Review
154 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q2 2014, worth a combined $998M — up 8.5% from $920M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of VOT and 15 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 59 added.
The largest buyer was Bank of America, adding an estimated $24.3M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $11.2M sold.
- 154 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q2 2014, down from 156 in Q1 2014.
- Funds reported $998M of Vanguard Morningstar Mid-Cap Growth ETF stock for Q2 2014, up 8.5% quarter-over-quarter.
- 15 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q2 2014 and 17 closed out, a net change of -2 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q2 2014 was Bank of America, an estimated $24.3M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q2 2014 was Bank of Nova Scotia, an estimated $11.2M sold.
Based on aggregated 13F filings for Q2 2014.