Vanguard Morningstar Mid-Cap Growth ETF
159 hedge funds and large institutions have $1.01B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 43 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
49% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 43
3% more funds holding
Funds holding: 154 → 159 (+5)
1% more capital invested
Capital invested by funds: $998M → $1.01B (+$9.38M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.47% less ownership
Funds ownership: 44.77% → 44.3% (-0.47%)
48% less call options, than puts
Call options by funds: $443K | Put options by funds: $847K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.93M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$4.21M |
| 3 |
Morgan Stanley
New York
|
+$3.63M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$2.2M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$7.51M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$6.17M |
| 3 |
Goldman Sachs
New York
|
-$4.06M |
| 4 |
WAS
Winch Advisory Services
Appleton,
Wisconsin
|
-$2.59M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.69M |
VOT Hedge Fund Activity: Q3 2014 in Review
159 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q3 2014, worth a combined $1.01B — up 0.94% from $998M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VOT positions and 9 closed out — a net gain of 6 holders — while 64 added to existing stakes and 43 trimmed.
The largest buyer was Bank of America, adding an estimated $5.93M. The largest seller was SG Americas Securities, exiting entirely with an estimated $7.51M sold.
- 159 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q3 2014, up from 154 in Q2 2014.
- Funds reported $1.01B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q3 2014, up 0.94% quarter-over-quarter.
- 15 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q3 2014 and 9 closed out, a net change of +6 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q3 2014 was Bank of America, an estimated $5.93M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q3 2014 was SG Americas Securities, an estimated $7.51M sold.
Based on aggregated 13F filings for Q3 2014.