Vanguard Mid-Cap ETF
388 hedge funds and large institutions have $5.34B invested in Vanguard Mid-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 88 reducing their positions, and 21 closing their positions.
152% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 21
90% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 88
24% more capital invested
Capital invested by funds: $4.32B → $5.34B (+$1.02B)
21% more funds holding in top 10
Funds holding in top 10: 33 → 40 (+7)
7% more funds holding
Funds holding: 363 → 388 (+25)
5.9% more ownership
Funds ownership: 173.86% → 179.76% (+5.9%)
34% less call options, than puts
Call options by funds: $1.14M | Put options by funds: $1.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$356M |
| 2 |
Morgan Stanley
New York
|
+$57.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$56.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$43.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$16.5M |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$12M |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$11.5M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$7.88M |
VO Hedge Fund Activity: Q1 2015 in Review
388 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2015, worth a combined $5.34B — up 24% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new VO positions and 21 closed out — a net gain of 32 holders — while 167 added to existing stakes and 88 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $356M. The largest seller was Bessemer Group, cutting an estimated $16.5M.
- 388 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2015, up from 363 in Q4 2014.
- Funds reported $5.34B of Vanguard Mid-Cap ETF stock for Q1 2015, up 24% quarter-over-quarter.
- 53 funds opened new Vanguard Mid-Cap ETF positions in Q1 2015 and 21 closed out, a net change of +32 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q1 2015 was JP Morgan Chase, an estimated $356M added.
- The largest Vanguard Mid-Cap ETF seller in Q1 2015 was Bessemer Group, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2015.