Vanguard Morningstar Mid-Cap Growth ETF
229 hedge funds and large institutions have $3.68B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 17 closing their positions.
146% more capital invested
Capital invested by funds: $1.5B → $3.68B (+$2.18B)
34% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 68
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
2% more call options, than puts
Call options by funds: $642K | Put options by funds: $632K
0.9% more ownership
Funds ownership: 45.25% → 46.15% (+0.9%)
0% more funds holding
Funds holding: 228 → 229 (+1)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.9M |
| 2 |
AssetMark Inc
Concord,
California
|
+$13.8M |
| 3 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$9.47M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$7.6M |
| 5 |
Goldman Sachs
New York
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$21.6M |
| 3 |
Morgan Stanley
New York
|
-$13.6M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$13.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.77M |
VOT Hedge Fund Activity: Q1 2016 in Review
229 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2016, worth a combined $3.68B — up 146% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new VOT positions and 17 closed out — a net gain of 4 holders — while 91 added to existing stakes and 68 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $55.9M. The largest seller was Bank of America, cutting an estimated $24.7M.
- 229 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2016, up from 228 in Q4 2015.
- Funds reported $3.68B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2016, up 146% quarter-over-quarter.
- 21 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2016 and 17 closed out, a net change of +4 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2016 was Fidelity Investments, an estimated $55.9M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2016 was Bank of America, an estimated $24.7M sold.
Based on aggregated 13F filings for Q1 2016.