Vanguard Morningstar Mid-Cap Growth ETF
228 hedge funds and large institutions have $1.5B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 80 increasing their positions, 59 reducing their positions, and 12 closing their positions.
250% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 12
36% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 59
13% more funds holding
Funds holding: 201 → 228 (+27)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
3% more capital invested
Capital invested by funds: $1.46B → $1.5B (+$41.9M)
0.66% more ownership
Funds ownership: 44.58% → 45.25% (+0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$52.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$26.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.33M |
| 5 |
CG
Caprock Group
Boise,
Idaho
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$41.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$17.6M |
| 3 |
Bank of New York Mellon
New York
|
-$14.2M |
| 4 |
Jane Street
New York
|
-$10.6M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$7.49M |
VOT Hedge Fund Activity: Q4 2015 in Review
228 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q4 2015, worth a combined $1.5B — up 2.9% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VOT positions and 12 closed out — a net gain of 30 holders — while 80 added to existing stakes and 59 trimmed.
The largest buyer was LPL Financial, adding an estimated $52.1M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $41.2M sold.
- 228 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2015, up from 201 in Q3 2015.
- Funds reported $1.5B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2015, up 2.9% quarter-over-quarter.
- 42 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2015 and 12 closed out, a net change of +30 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $52.1M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q4 2015 was Arrow Investment Advisors, an estimated $41.2M sold.
Based on aggregated 13F filings for Q4 2015.