Vanguard Morningstar Mid-Cap Growth ETF
456 hedge funds and large institutions have $2.86B invested in Vanguard Morningstar Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 176 reducing their positions, and 56 closing their positions.
38,700% more call options, than puts
Call options by funds: $776K | Put options by funds: $2K
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
2.12% more ownership
Funds ownership: 49.05% → 51.17% (+2.1%)
6% less funds holding
Funds holding: 483 → 456 (-27)
16% less capital invested
Capital invested by funds: $3.42B → $2.86B (-$560M)
23% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 176
27% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$112M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$39.5M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$29.6M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$27.2M |
| 5 |
SGAM
Stephens Group Asset Management
Little Rock,
Arkansas
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$18.3M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$14.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$14M |
| 4 |
HC
HNP Capital
Rochester,
New York
|
-$11.8M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$11M |
VOT Hedge Fund Activity: Q1 2020 in Review
456 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) for Q1 2020, worth a combined $2.86B — down 16% from $3.42B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of VOT and 41 opened new positions — a net loss of 15 holders — while 176 trimmed existing stakes and 135 added.
The largest buyer was Morgan Stanley, adding an estimated $112M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $18.3M.
- 456 institutional investors held Vanguard Morningstar Mid-Cap Growth ETF (VOT) as of Q1 2020, down from 483 in Q4 2019.
- Funds reported $2.86B of Vanguard Morningstar Mid-Cap Growth ETF stock for Q1 2020, down 16% quarter-over-quarter.
- 41 funds opened new Vanguard Morningstar Mid-Cap Growth ETF positions in Q1 2020 and 56 closed out, a net change of -15 holders.
- The largest Vanguard Morningstar Mid-Cap Growth ETF buyer in Q1 2020 was Morgan Stanley, an estimated $112M added.
- The largest Vanguard Morningstar Mid-Cap Growth ETF seller in Q1 2020 was TD Ameritrade Investment Management, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2020.