Vanguard Morningstar Mid-Cap Growth ETF
283 hedge funds and large institutions have $1.98B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 72 reducing their positions, and 18 closing their positions.
117% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 18
51% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 72
14% more capital invested
Capital invested by funds: $1.73B → $1.98B (+$246M)
6% more funds holding
Funds holding: 266 → 283 (+17)
1.61% more ownership
Funds ownership: 42.82% → 44.43% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$54.4M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$24.2M |
| 3 |
Morgan Stanley
New York
|
+$15.8M |
| 4 |
AssetMark Inc
Concord,
California
|
+$15.3M |
| 5 |
PI
PHH Investments
Addison,
Texas
|
+$9.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$19.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.73M |
| 3 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
-$4.12M |
| 4 |
Cerity Partners
New York
|
-$2.19M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.75M |
VOT Hedge Fund Activity: Q2 2017 in Review
283 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q2 2017, worth a combined $1.98B — up 14% from $1.73B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new VOT positions and 18 closed out — a net gain of 21 holders — while 109 added to existing stakes and 72 trimmed.
The largest buyer was LPL Financial, adding an estimated $54.4M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $19.4M.
- 283 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q2 2017, up from 266 in Q1 2017.
- Funds reported $1.98B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q2 2017, up 14% quarter-over-quarter.
- 39 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q2 2017 and 18 closed out, a net change of +21 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q2 2017 was LPL Financial, an estimated $54.4M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $19.4M sold.
Based on aggregated 13F filings for Q2 2017.