Vanguard Morningstar Mid-Cap Growth ETF
303 hedge funds and large institutions have $2.09B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 109 increasing their positions, 83 reducing their positions, and 17 closing their positions.
129% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 17
31% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 83
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
7% more funds holding
Funds holding: 283 → 303 (+20)
6% more capital invested
Capital invested by funds: $1.98B → $2.09B (+$118M)
1.36% less ownership
Funds ownership: 44.43% → 43.07% (-1.4%)
23% less call options, than puts
Call options by funds: $978K | Put options by funds: $1.28M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$9.13M |
| 2 |
Morgan Stanley
New York
|
+$7.63M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.69M |
| 4 |
TSS
Two Sigma Securities
New York
|
+$4.65M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$11.2M |
| 2 |
AssetMark Inc
Concord,
California
|
-$6.45M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$5.15M |
| 4 |
GWA
Guidant Wealth Advisors
Palatine,
Illinois
|
-$4.26M |
| 5 |
MA
MCF Advisors
Covington,
Kentucky
|
-$3.09M |
VOT Hedge Fund Activity: Q3 2017 in Review
303 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q3 2017, worth a combined $2.09B — up 6% from $1.98B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new VOT positions and 17 closed out — a net gain of 22 holders — while 109 added to existing stakes and 83 trimmed.
The largest buyer was Barber Financial Group, opening a new position worth an estimated $9.13M. The largest seller was UBS Group, cutting an estimated $11.2M.
- 303 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q3 2017, up from 283 in Q2 2017.
- Funds reported $2.09B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q3 2017, up 6% quarter-over-quarter.
- 39 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q3 2017 and 17 closed out, a net change of +22 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q3 2017 was Barber Financial Group, an estimated $9.13M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q3 2017 was UBS Group, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2017.