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Vanguard Mid-Cap ETF

476 hedge funds and large institutions have $6.87B invested in Vanguard Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 207 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $8M | Put options by funds: $2.92M

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

40% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 148

4% more funds holding

Funds holding: 457476 (+19)

0% less capital invested

Capital invested by funds: $6.89B → $6.87B (-$23.9M)

10.39% less ownership

Funds ownership: 207.55%197.16% (-10%)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
476
Holders Change
+19
Holders Change %
+4.16%
% of All Funds
12.7%
Holding in Top 10
43
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.42%
% of All Funds
1.15%
New
41
Increased
207
Reduced
148
Closed
18
Calls
$8M
Puts
$2.92M
Net Calls
+$5.08M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
276
V Wealth Advisors
Kansas
$767K +$755K +24,708 New
FNT
277
First National Trust
Pennsylvania
$760K +$258K +8,432 +52%
CCP
278
Clarkston Capital Partners
Michigan
$754K -$14.4K -472 -2%
CC
279
Cognios Capital
Kansas
$754K +$259K +8,460 +53%
RWA
280
Ropes Wealth Advisors
Massachusetts
$725K +$717K +23,468 New
NFG
281
Next Financial Group
Texas
$707K +$157K +5,128 +29%
CAL
282
Capital Analysts LLC
Pennsylvania
$704K -$119K -3,908 -15%
MPAM
283
Murphy Pohlad Asset Management
Minnesota
$695K
UBS AM
284
UBS AM
Illinois
$687K +$12.3K +404 +2%
BC
285
Burney Company
Virginia
$676K -$226K -7,380 -25%
ZF
286
Zhang Financial
Michigan
$671K
WI
287
WrapManager Inc
California
$669K +$37.5K +1,228 +6%
ICAS
288
Investors Capital Advisory Services
Massachusetts
$667K +$5.87K +192 +0.9%
BP
289
BBR Partners
New York
$666K
BRWA
290
B. Riley Wealth Advisors
Florida
$653K +$38.4K +1,256 +6%
KA
291
Kovack Advisors
Florida
$650K -$89.5K -2,928 -12%
DAS
292
Dynamic Advisor Solutions
Arizona
$647K -$24.7K -808 -4%
SPC
293
Sigma Planning Corp
Michigan
$647K +$43.5K +1,424 +7%
ABC
294
Associated Banc-Corp
Wisconsin
$641K +$6.11K +200 +1%
BWP
295
BSW Wealth Partners
Colorado
$633K
UAS
296
United Asset Strategies
New York
$629K +$242K +7,904 +63%
MSS
297
Mitchell Sinkler & Starr
Pennsylvania
$627K +$48.9K +1,600 +9%
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$607K -$26.3K -860 -4%
BAS
299
Brown Advisory Securities
Maryland
$601K +$122 +4 +0%
MWAC
300
Mariner Wealth Advisors (Cincinnati)
Ohio
$596K +$89.9K +2,940 +18%

VO Hedge Fund Activity: Q2 2016 in Review

476 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2016, worth a combined $6.87B — down 0.35% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VO positions and 18 closed out — a net gain of 23 holders — while 207 added to existing stakes and 148 trimmed.

The largest buyer was UBS Group, adding an estimated $56.8M. The largest seller was Bank of America, cutting an estimated $277M.

  • 476 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2016, up from 457 in Q1 2016.
  • Funds reported $6.87B of Vanguard Mid-Cap ETF stock for Q2 2016, down 0.35% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap ETF positions in Q2 2016 and 18 closed out, a net change of +23 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2016 was UBS Group, an estimated $56.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2016 was Bank of America, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2016.