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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
CAS
301
Cue Advisory Services
Arizona
$497K -$1.83K -60 -0.4%
BFO
302
Boston Family Office
Massachusetts
$494K -$45.3K -1,484 -8%
FEG
303
Financial Enhancement Group
Indiana
$482K +$19.6K +644 +4%
WS
304
Wedbush Securities
California
$481K +$20.1K +660 +4%
NFG
305
Next Financial Group
Texas
$477K -$54.9K -1,800 -10%
SHCM
306
Stokes & Hubbell Capital Management
Louisiana
$472K +$54.7K +1,792 +13%
WF
307
Welch & Forbes
Massachusetts
$464K +$41.1K +1,348 +10%
CL
308
CPWM LLC
Washington
$460K +$49.7K +1,628 +12%
QIM
309
Quest Investment Management
Oregon
$458K +$174K +5,720 +60%
OA
310
Oxbow Advisors
Texas
$456K
RFA
311
Reilly Financial Advisors
California
$453K -$79.3K -2,600 -15%
TCM
312
Tradewinds Capital Management
Washington
$448K
LW
313
Linscomb Wealth
Texas
$447K -$3.17K -104 -0.7%
BHIA
314
Birch Hill Investment Advisors
Massachusetts
$435K
GG
315
Gofen & Glossberg
Illinois
$435K +$26.2K +860 +6%
CC
316
Cognios Capital
Kansas
$418K
PFPT
317
Pinnacle Financial Partners (Tennessee)
Tennessee
$418K +$425K +13,924 New
LA
318
LVW Advisors
New York
$417K
IC
319
Intersect Capital
California
$411K
PFM
320
Parsec Financial Management
North Carolina
$407K +$1.95K +64 +0.5%
HH
321
Hilltop Holdings
Texas
$405K
SIC
322
Sigma Investment Counselors
Michigan
$399K +$50K +1,640 +14%
EWA
323
EP Wealth Advisors
California
$398K +$404K +13,244 New
PCTC
324
Perkins Coie Trust Company
Washington
$393K
FMBTD
325
First Midwest Bank Trust Division
Illinois
$386K -$16.5K -540 -4%

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.