Vanguard Morningstar Mid-Cap Growth ETF
178 hedge funds and large institutions have $1.27B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 27 reducing their positions, and 14 closing their positions.
189% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 27
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
26% more capital invested
Capital invested by funds: $1.01B → $1.27B (+$263M)
12% more funds holding
Funds holding: 159 → 178 (+19)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
2.79% more ownership
Funds ownership: 44.3% → 47.09% (+2.8%)
49% less call options, than puts
Call options by funds: $498K | Put options by funds: $986K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Churchill Management
Los Angeles,
California
|
+$54M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$34.2M |
| 3 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$30.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$22.6M |
| 5 |
Morgan Stanley
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Noven Financial Group
Denver,
Colorado
|
-$13.5M |
| 2 |
Goldman Sachs
New York
|
-$6.52M |
| 3 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
-$4.19M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.65M |
| 5 |
CNB
City National Bank
Beverly Hills,
Delaware
|
-$1.35M |
VOT Hedge Fund Activity: Q4 2014 in Review
178 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q4 2014, worth a combined $1.27B — up 26% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new VOT positions and 14 closed out — a net gain of 22 holders — while 78 added to existing stakes and 27 trimmed.
The largest buyer was Churchill Management, opening a new position worth an estimated $54M. The largest seller was Noven Financial Group, cutting an estimated $13.5M.
- 178 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2014, up from 159 in Q3 2014.
- Funds reported $1.27B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2014, up 26% quarter-over-quarter.
- 36 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2014 and 14 closed out, a net change of +22 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2014 was Churchill Management, an estimated $54M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q4 2014 was Noven Financial Group, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2014.