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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
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$654K -$48.2K -1,580 -7%
ZF
277
Zhang Financial
Michigan
$651K -$15K -492 -2%
BC
278
Burney Company
Virginia
$647K +$50.5K +1,656 +8%
EWM
279
Evercore Wealth Management
New York
$641K -$9.64K -316 -1%
SPC
280
Sigma Planning Corp
Michigan
$636K +$162K +5,296 +33%
SFA
281
Stewardship Financial Advisors
Georgia
$617K +$627K +20,548 New
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$613K +$15.3K +500 +3%
VFS
283
VSR Financial Services
Kansas
$605K -$3.66K -120 -0.6%
BAS
284
Brown Advisory Securities
Maryland
$604K +$7.32K +240 +1%
PCA
285
Personal Capital Advisors
California
$601K +$611K +20,028 New
WI
286
WrapManager Inc
California
$580K +$589K +19,308 New
SFG
287
Sage Financial Group
Pennsylvania
$578K +$587K +19,244 New
ABC
288
Associated Banc-Corp
Wisconsin
$576K +$4.27K +140 +0.7%
CBT
289
Central Bank & Trust
Kentucky
$547K +$485K +15,896 +683%
SBIA
290
Sheaff Brock Investment Advisors
Indiana
$547K +$555K +18,200 New
CPO
291
Cerity Partners OCIO
New York
$545K -$195K -6,384 -26%
KWMG
292
King Wealth Management Group
Florida
$545K
GWM
293
Gupta Wealth Management
California
$537K -$460K -15,088 -46%
CFMC
294
Curbstone Financial Management Corp
New Hampshire
$534K +$265K +8,700 +96%
BRWA
295
B. Riley Wealth Advisors
Florida
$532K +$732 +24 +0.1%
MCM
296
MAI Capital Management
Ohio
$529K -$63.4K -2,080 -11%
GF
297
Goodman Financial
Texas
$525K +$60K +1,968 +13%
MSS
298
Mitchell Sinkler & Starr
Pennsylvania
$522K +$128K +4,200 +32%
MWAC
299
Mariner Wealth Advisors (Cincinnati)
Ohio
$519K +$527K +17,268 New
CWM
300
Concert Wealth Management
California
$518K +$38.7K +1,268 +8%

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.