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Vanguard Mid-Cap ETF

309 hedge funds and large institutions have $2.95B invested in Vanguard Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.04M

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

84% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 75

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

11% more capital invested

Capital invested by funds: $2.66B → $2.95B (+$294M)

6% more funds holding

Funds holding: 291309 (+18)

2.34% more ownership

Funds ownership: 152.4%154.74% (+2.3%)

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
8.92%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.95%
New
35
Increased
138
Reduced
75
Closed
14
Calls
$2.69M
Puts
$1.04M
Net Calls
+$1.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
276
Manchester Capital Management
Vermont
$116K +$2.77K +100 +3%
1IC
277
1919 Investment Counsel
Maryland
$114K
CFA
278
CT Financial Advisors
Pennsylvania
$109K +$91.5K +3,296 New
PWAG
279
Polaris Wealth Advisory Group
California
$88K -$16.1K -580 -16%
VanEck Associates
280
VanEck Associates
New York
$59K +$57.8K +2,084 New
NSIM
281
North Star Investment Management
Illinois
$54K +$52.7K +1,900 New
QAM
282
QCI Asset Management
New York
$51K +$13.3K +480 +37%
PSUF
283
People's United Financial
Connecticut
$45K
RFA
284
Reilly Financial Advisors
California
$41K
CFA
285
Carroll Financial Associates
North Carolina
$38K
VIA
286
Vantage Investment Advisors
Pennsylvania
$34K
AFS
287
Aft Forsyth & Sober
Florida
$31K
PMFA
288
Plante Moran Financial Advisors
Michigan
$23K +$22.4K +808 New
JFA
289
JNBA Financial Advisors
Minnesota
$21K
WEC
290
Winslow Evans & Crocker
Massachusetts
$20.4K +$13.9K +500 +227%
OC
291
Oakworth Capital
Alabama
$20K
WF
292
WealthTrust Fairport
Ohio
$19K
DOA
293
D'Orazio & Associates
Virginia
$18K
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$17.6K +$17.2K +620 New
BAM
295
Barrett Asset Management
New York
$17K
CAL
296
Capital Advisors Ltd
Ohio
$17K
GI
297
Gradient Investments
Minnesota
$14K +$13.9K +500 New
TAIM
298
TD Ameritrade Investment Management
Nebraska
$12K -$18.6K -672 -62%
HCM
299
Horrell Capital Management
Arkansas
$12K
LNB
300
Ledyard National Bank
$10K

VO Hedge Fund Activity: Q1 2014 in Review

309 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2014, worth a combined $2.95B — up 11% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VO positions and 14 closed out — a net gain of 21 holders — while 138 added to existing stakes and 75 trimmed.

The largest buyer was Raytheon Master Pension Trust, opening a new position worth an estimated $59M. The largest seller was PNC Financial Services Group, cutting an estimated $11.1M.

  • 309 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2014, up from 291 in Q4 2013.
  • Funds reported $2.95B of Vanguard Mid-Cap ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap ETF positions in Q1 2014 and 14 closed out, a net change of +21 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2014 was Raytheon Master Pension Trust, an estimated $59M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2014 was PNC Financial Services Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2014.