Vanguard Morningstar Mid-Cap Growth ETF
348 hedge funds and large institutions have $2.15B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 32 closing their positions.
13% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 32
7% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 113
0% more funds holding
Funds holding: 347 → 348 (+1)
2.17% less ownership
Funds ownership: 44.19% → 42.01% (-2.2%)
5% less capital invested
Capital invested by funds: $2.27B → $2.15B (-$122M)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
45% less call options, than puts
Call options by funds: $596K | Put options by funds: $1.08M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$10.3M |
| 2 |
Axa
Paris,
France
|
+$4.06M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$3.96M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.95M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$109M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$12.7M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$12M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
-$10.8M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$6.23M |
VOT Hedge Fund Activity: Q1 2018 in Review
348 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2018, worth a combined $2.15B — down 5.4% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new VOT positions and 32 closed out — a net gain of 4 holders — while 121 added to existing stakes and 113 trimmed.
The largest buyer was TIAA FSB, adding an estimated $10.3M. The largest seller was Truepoint Inc, cutting an estimated $109M.
- 348 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2018, up from 347 in Q4 2017.
- Funds reported $2.15B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2018, down 5.4% quarter-over-quarter.
- 36 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2018 and 32 closed out, a net change of +4 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2018 was TIAA FSB, an estimated $10.3M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2018 was Truepoint Inc, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2018.