Vanguard Morningstar Mid-Cap Growth ETF
406 hedge funds and large institutions have $2.83B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 134 reducing their positions, and 33 closing their positions.
809% more call options, than puts
Call options by funds: $4.16M | Put options by funds: $457K
70% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 33
18% more capital invested
Capital invested by funds: $2.41B → $2.83B (+$424M)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
5% more funds holding
Funds holding: 388 → 406 (+18)
1.26% less ownership
Funds ownership: 48.82% → 47.57% (-1.3%)
15% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
+$12.2M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$11.6M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$10.5M |
| 4 |
AssetMark Inc
Concord,
California
|
+$9.18M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$15.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13.3M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.4M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$9.8M |
| 5 |
Goldman Sachs
New York
|
-$8.7M |
VOT Hedge Fund Activity: Q1 2019 in Review
406 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2019, worth a combined $2.83B — up 18% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new VOT positions and 33 closed out — a net gain of 23 holders — while 114 added to existing stakes and 134 trimmed.
The largest buyer was Spearhead Capital Advisors, opening a new position worth an estimated $12.2M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $15.1M.
- 406 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2019, up from 388 in Q4 2018.
- Funds reported $2.83B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2019, up 18% quarter-over-quarter.
- 56 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2019 and 33 closed out, a net change of +23 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2019 was Spearhead Capital Advisors, an estimated $12.2M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2019 was BNP Paribas Financial Markets, an estimated $15.1M sold.
Based on aggregated 13F filings for Q1 2019.