Vanguard Morningstar Mid-Cap Growth ETF
418 hedge funds and large institutions have $3.02B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 140 reducing their positions, and 21 closing their positions.
577% more call options, than puts
Call options by funds: $508K | Put options by funds: $75K
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
7% more capital invested
Capital invested by funds: $2.83B → $3.02B (+$184M)
3% more funds holding
Funds holding: 406 → 418 (+12)
2% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 140
1.25% less ownership
Funds ownership: 47.57% → 46.32% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$28.3M |
| 2 |
CWM
Connecticut Wealth Management
Farmington,
Connecticut
|
+$13.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$6.95M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$6.5M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$13.9M |
| 2 |
Goldman Sachs
New York
|
-$13.3M |
| 3 |
PCG
Private Capital Group
West Hartford,
Connecticut
|
-$6.94M |
| 4 |
Morgan Stanley
New York
|
-$6.07M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$3.75M |
VOT Hedge Fund Activity: Q2 2019 in Review
418 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q2 2019, worth a combined $3.02B — up 6.5% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VOT positions and 21 closed out — a net gain of 17 holders — while 137 added to existing stakes and 140 trimmed.
The largest buyer was Howard Capital Management, opening a new position worth an estimated $28.3M. The largest seller was LPL Financial, cutting an estimated $13.9M.
- 418 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q2 2019, up from 406 in Q1 2019.
- Funds reported $3.02B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q2 2019, up 6.5% quarter-over-quarter.
- 38 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q2 2019 and 21 closed out, a net change of +17 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q2 2019 was Howard Capital Management, an estimated $28.3M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q2 2019 was LPL Financial, an estimated $13.9M sold.
Based on aggregated 13F filings for Q2 2019.