Vanguard Morningstar Mid-Cap Growth ETF
266 hedge funds and large institutions have $1.73B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2017 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 80 reducing their positions, and 17 closing their positions.
351% more call options, than puts
Call options by funds: $915K | Put options by funds: $203K
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
41% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 80
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
10% more capital invested
Capital invested by funds: $1.58B → $1.73B (+$152M)
3% more funds holding
Funds holding: 258 → 266 (+8)
1.18% less ownership
Funds ownership: 44.01% → 42.82% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$18.4M |
| 2 |
Morgan Stanley
New York
|
+$14.4M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$10.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.54M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$5.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.6M |
| 2 |
AssetMark Inc
Concord,
California
|
-$10.4M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$6.11M |
| 4 |
PI
PHH Investments
Addison,
Texas
|
-$4.67M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.31M |
VOT Hedge Fund Activity: Q1 2017 in Review
266 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2017, worth a combined $1.73B — up 9.7% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new VOT positions and 17 closed out — a net gain of 10 holders — while 113 added to existing stakes and 80 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $18.4M. The largest seller was Bank of America, cutting an estimated $12.6M.
- 266 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2017, up from 258 in Q4 2016.
- Funds reported $1.73B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2017, up 9.7% quarter-over-quarter.
- 27 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2017 and 17 closed out, a net change of +10 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2017 was JP Morgan Private Wealth Advisors, an estimated $18.4M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2017 was Bank of America, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2017.