Vanguard Morningstar Mid-Cap Growth ETF
347 hedge funds and large institutions have $2.27B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 119 increasing their positions, 88 reducing their positions, and 20 closing their positions.
230% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 20
35% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 88
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
15% more funds holding
Funds holding: 303 → 347 (+44)
8% more capital invested
Capital invested by funds: $2.09B → $2.27B (+$174M)
1.11% more ownership
Funds ownership: 43.07% → 44.19% (+1.1%)
58% less call options, than puts
Call options by funds: $255K | Put options by funds: $613K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.84M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$6.01M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.22M |
| 4 |
AssetMark Inc
Concord,
California
|
+$5.03M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$11.8M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$9.33M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$7.58M |
| 4 |
TSS
Two Sigma Securities
New York
|
-$4.75M |
| 5 |
Morgan Stanley
New York
|
-$4.16M |
VOT Hedge Fund Activity: Q4 2017 in Review
347 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q4 2017, worth a combined $2.27B — up 8.3% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new VOT positions and 20 closed out — a net gain of 46 holders — while 119 added to existing stakes and 88 trimmed.
The largest buyer was Bank of America, adding an estimated $9.84M. The largest seller was Credit Suisse, exiting entirely with an estimated $11.8M sold.
- 347 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q4 2017, up from 303 in Q3 2017.
- Funds reported $2.27B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q4 2017, up 8.3% quarter-over-quarter.
- 66 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q4 2017 and 20 closed out, a net change of +46 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q4 2017 was Bank of America, an estimated $9.84M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q4 2017 was Credit Suisse, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2017.