Vanguard Morningstar Mid-Cap Growth ETF
258 hedge funds and large institutions have $1.58B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 67 reducing their positions, and 16 closing their positions.
150% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 16
43% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 67
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
27% more call options, than puts
Call options by funds: $444K | Put options by funds: $349K
8% more funds holding
Funds holding: 238 → 258 (+20)
5% more capital invested
Capital invested by funds: $1.5B → $1.58B (+$73.6M)
0.64% more ownership
Funds ownership: 43.36% → 44.01% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$25.8M |
| 2 |
Morgan Stanley
New York
|
+$12.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$9.63M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$6.04M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$26.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.63M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.04M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.3M |
| 5 |
Jane Street
New York
|
-$2.91M |
VOT Hedge Fund Activity: Q4 2016 in Review
258 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q4 2016, worth a combined $1.58B — up 4.9% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new VOT positions and 16 closed out — a net gain of 24 holders — while 96 added to existing stakes and 67 trimmed.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $25.8M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $26.8M.
- 258 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2016, up from 238 in Q3 2016.
- Funds reported $1.58B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2016, up 4.9% quarter-over-quarter.
- 40 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2016 and 16 closed out, a net change of +24 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2016 was TD Ameritrade Investment Management, an estimated $25.8M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q4 2016 was Trustmark National Bank Trust Department, an estimated $26.8M sold.
Based on aggregated 13F filings for Q4 2016.