Vanguard Morningstar Mid-Cap Growth ETF
205 hedge funds and large institutions have $1.67B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 97 increasing their positions, 46 reducing their positions, and 14 closing their positions.
794% more capital inflows, than outflows
Capital inflows: $204M | Capital outflows: $22.8M
111% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 46
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
2% more funds holding
Funds holding: 201 → 205 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$31.1M |
| 2 |
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
+$18.2M |
| 3 |
Arrow Investment Advisors
Laurel,
Maryland
|
+$17.4M |
| 4 |
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$10.9M |
| 5 |
Churchill Management
Los Angeles,
California
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Waverly Advisors
Birmingham,
Alabama
|
-$3.71M |
| 2 |
SG Americas Securities
New York
|
-$3.36M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.17M |
| 4 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.61M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.49M |
VOT Hedge Fund Activity: Q2 2015 in Review
205 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q2 2015, worth a combined $1.67B — up 10% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VOT positions and 14 closed out — a net gain of 8 holders — while 97 added to existing stakes and 46 trimmed.
The largest buyer was Wells Fargo, adding an estimated $31.1M. The largest seller was Waverly Advisors, cutting an estimated $3.71M.
- 205 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q2 2015, up from 201 in Q1 2015.
- Funds reported $1.67B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q2 2015, up 10% quarter-over-quarter.
- 22 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q2 2015 and 14 closed out, a net change of +8 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q2 2015 was Wells Fargo, an estimated $31.1M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q2 2015 was Waverly Advisors, an estimated $3.71M sold.
Based on aggregated 13F filings for Q2 2015.