Vanguard Morningstar Mid-Cap Growth ETF
238 hedge funds and large institutions have $1.5B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 93 increasing their positions, 65 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
55% more call options, than puts
Call options by funds: $724K | Put options by funds: $468K
43% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 65
5% more capital invested
Capital invested by funds: $1.43B → $1.5B (+$76.3M)
5% more funds holding
Funds holding: 227 → 238 (+11)
0.19% less ownership
Funds ownership: 43.55% → 43.36% (-0.19%)
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$15.8M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$11.1M |
| 3 |
AssetMark Inc
Concord,
California
|
+$11.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.08M |
| 5 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$27.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.61M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.55M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$3.56M |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$3.4M |
VOT Hedge Fund Activity: Q3 2016 in Review
238 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q3 2016, worth a combined $1.5B — up 5.4% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new VOT positions and 7 closed out — a net gain of 13 holders — while 93 added to existing stakes and 65 trimmed.
The largest buyer was Wells Fargo, adding an estimated $15.8M. The largest seller was Jacobi Capital Management, cutting an estimated $27.2M.
- 238 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q3 2016, up from 227 in Q2 2016.
- Funds reported $1.5B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q3 2016, up 5.4% quarter-over-quarter.
- 20 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q3 2016 and 7 closed out, a net change of +13 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q3 2016 was Wells Fargo, an estimated $15.8M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q3 2016 was Jacobi Capital Management, an estimated $27.2M sold.
Based on aggregated 13F filings for Q3 2016.