We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF

766 hedge funds and large institutions have $13.1B invested in Vanguard Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 230 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

40% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 230

8.47% more ownership

Funds ownership: 223.35%231.82% (+8.5%)

6% more capital invested

Capital invested by funds: $12.4B → $13.1B (+$705M)

1% more funds holding

Funds holding: 756766 (+10)

1% more funds holding in top 10

Funds holding in top 10: 8283 (+1)

69% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.99M

Holders
766
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
17.54%
Holding in Top 10
83
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.22%
% of All Funds
1.9%
New
55
Increased
322
Reduced
230
Closed
36
Calls
$1.53M
Puts
$4.99M
Net Calls
-$3.46M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bradley Foster & Sargent
Connecticut
$3.27M +$283K +7,212 +10%
TWA
227
Tillar-Wenstrup Advisors
Ohio
$3.25M -$106K -2,708 -3%
CCM
228
Coldstream Capital Management
Washington
$3.24M -$123K -3,124 -4%
WIA
229
Wealthstreet Investment Advisors
Texas
$3.22M -$66.7K -1,700 -2%
EWM
230
Evercore Wealth Management
New York
$3.2M -$6.12K -156 -0.2%
NL
231
NWAM LLC
Washington
$3.19M -$1.88K -48 -0.1%
Vanguard Group
232
Vanguard Group
Pennsylvania
$3.17M +$1.88K +48 +0.1%
RPC
233
Rossmore Private Capital
Connecticut
$3.16M +$253K +6,436 +9%
MIAN
234
Mariner Independent Advisor Network
Kansas
$3.12M +$1.11M +28,248 +56%
EC
235
Estate Counselors
Wisconsin
$3.06M -$198K -5,040 -6%
GC
236
Gilbert & Cook
Iowa
$3.06M -$86K -2,192 -3%
OC
237
Oppenheimer & Co
New York
$3.04M +$268K +6,836 +10%
GWM
238
Geneos Wealth Management
Colorado
$3.04M +$2.55M +64,884 +571%
KIA
239
KCM Investment Advisors
California
$3.04M -$13.8K -352 -0.5%
RJT
240
Raymond James Trust
Florida
$3M +$228K +5,808 +8%
ECM
241
ETrade Capital Management
Virginia
$2.98M +$108K +2,740 +4%
SAM
242
Sawgrass Asset Management
Florida
$2.91M
MFT
243
Moisand Fitzgerald Tamayo
Florida
$2.9M -$54.6K -1,392 -2%
VWM
244
Venturi Wealth Management
Texas
$2.77M +$139K +3,548 +5%
DC
245
DeDora Capital
California
$2.77M +$713K +18,156 +35%
BNP Paribas Financial Markets
246
BNP Paribas Financial Markets
France
$2.72M -$80.9M -2,060,696 -97%
SC
247
SouthState Corp
Florida
$2.71M -$122K -3,116 -4%
FA
248
FDx Advisors
Illinois
$2.71M +$38.3K +976 +1%
DADC
249
D.A. Davidson & Co
Montana
$2.69M +$180K +4,580 +7%
DSC
250
Duncker Streett & Co
Missouri
$2.69M +$36.7K +936 +1%

VO Hedge Fund Activity: Q2 2018 in Review

766 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2018, worth a combined $13.1B — up 5.7% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VO positions and 36 closed out — a net gain of 19 holders — while 322 added to existing stakes and 230 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $80.9M.

  • 766 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2018, up from 756 in Q1 2018.
  • Funds reported $13.1B of Vanguard Mid-Cap ETF stock for Q2 2018, up 5.7% quarter-over-quarter.
  • 55 funds opened new Vanguard Mid-Cap ETF positions in Q2 2018 and 36 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $218M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2018 was BNP Paribas Financial Markets, an estimated $80.9M sold.

Based on aggregated 13F filings for Q2 2018.