We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF

449 hedge funds and large institutions have $6.29B invested in Vanguard Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 197 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

84% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 107

13% more capital invested

Capital invested by funds: $5.57B → $6.29B (+$720M)

12% more funds holding

Funds holding: 402449 (+47)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

2.09% more ownership

Funds ownership: 188.22%190.31% (+2.1%)

32% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.92M

Holders
449
Holders Change
+47
Holders Change %
+11.69%
% of All Funds
11.78%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1.15%
New
73
Increased
197
Reduced
107
Closed
21
Calls
$2.68M
Puts
$3.92M
Net Calls
-$1.24M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
226
Old National Bancorp
Indiana
$1.07M +$271K +8,892 +33%
IWA
227
Inspirion Wealth Advisors
Illinois
$1.05M +$17.9K +588 +2%
BFA
228
Bragg Financial Advisors
North Carolina
$1.05M +$154K +5,036 +17%
SCG
229
Sonata Capital Group
Washington
$1.03M +$128K +4,200 +14%
AWM
230
Avior Wealth Management
Nebraska
$1.02M +$14.4K +472 +1%
DC
231
Davenport & Co
Virginia
$987K +$372K +12,180 +59%
HCIA
232
Hochman Cole Investment Advisors
Illinois
$987K +$1M +32,864 New
DHFB
233
Dixon Hubard Feinour & Brown
Virginia
$982K -$24.4K -800 -2%
CTA
234
Chesley Taft & Associates
Illinois
$971K
CAL
235
Capital Analysts LLC
Pennsylvania
$965K -$160K -5,248 -14%
CFN
236
Cordasco Financial Network
Florida
$965K -$213K -6,984 -18%
GA
237
Geneva Advisors
Illinois
$964K +$60.6K +1,988 +7%
OC
238
Oarsman Capital
Wisconsin
$962K +$2.32K +76 +0.2%
BC
239
Bartlett & Co
Ohio
$962K +$951K +31,160 +3,573%
RSVP
240
Ramsay Stattman Vela & Price
Colorado
$961K
PVH
241
Psagot Value Holdings
Israel
$954K +$969K +31,780 New
OC
242
Oppenheimer & Co
New York
$952K +$64.7K +2,120 +7%
PFA
243
Pure Financial Advisors
California
$932K -$102K -3,332 -10%
AAM
244
Aureus Asset Management
Massachusetts
$920K +$141K +4,628 +18%
PA
245
Pinnacle Associates
New York
$903K +$66.5K +2,180 +8%
DADC
246
D.A. Davidson & Co
Montana
$897K +$254K +8,332 +39%
WSTAM
247
Wilbanks Smith & Thomas Asset Management
Virginia
$894K +$521K +17,072 +134%
CDH
248
Charles D. Hyman
$883K -$12.2K -400 -1%
SB
249
Suntrust Banks
Georgia
$879K +$304K +9,980 +52%
CCMH
250
Cornerstone Capital Management Holdings
New York
$873K

VO Hedge Fund Activity: Q4 2015 in Review

449 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2015, worth a combined $6.29B — up 13% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VO positions and 21 closed out — a net gain of 52 holders — while 197 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $45.1M.

  • 449 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2015, up from 402 in Q3 2015.
  • Funds reported $6.29B of Vanguard Mid-Cap ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 73 funds opened new Vanguard Mid-Cap ETF positions in Q4 2015 and 21 closed out, a net change of +52 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $68.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2015.