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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
RFA
301
Reilly Financial Advisors
California
$592K +$56K +1,832 +11%
AA
302
Ancora Advisors
Ohio
$592K +$222K +7,248 +61%
GF
303
Goodman Financial
Texas
$591K +$32.8K +1,072 +6%
AIM
304
Acropolis Investment Management
Missouri
$590K -$82.5K -2,700 -12%
CANC
305
Culbertson A N & Co
Virginia
$582K +$345K +11,296 +150%
Chevy Chase Trust
306
Chevy Chase Trust
Maryland
$579K +$572K +18,728 New
DC
307
Davenport & Co
Virginia
$575K
FEG
308
Financial Enhancement Group
Indiana
$565K +$22.9K +748 +4%
SBIA
309
Sheaff Brock Investment Advisors
Indiana
$563K
PTC
310
Private Trust Company
Ohio
$563K +$79.1K +2,588 +17%
SFA
311
Stewardship Financial Advisors
Georgia
$555K -$4.72M -154,564 -90%
MCM
312
MAI Capital Management
Ohio
$544K
SMC
313
Smith, Moore & Co
Missouri
$540K +$71K +2,324 +15%
CFMC
314
Curbstone Financial Management Corp
New Hampshire
$538K
AWA
315
ARS Wealth Advisors
Florida
$531K -$164K -5,380 -24%
BFO
316
Boston Family Office
Massachusetts
$504K +$1.47K +48 +0.3%
CL
317
CPWM LLC
Washington
$502K +$27.6K +904 +6%
SCA
318
Salient Capital Advisors
Texas
$493K +$488K +15,964 New
WA
319
WBH Advisory
Maryland
$492K +$102K +3,340 +27%
WS
320
Wedbush Securities
California
$482K -$12.7K -416 -3%
WEC
321
Winslow Evans & Crocker
Massachusetts
$478K +$176K +5,768 +59%
ECM
322
EagleClaw Capital Management
Massachusetts
$477K +$58.7K +1,920 +14%
CB
323
Chemical Bank
Michigan
$475K +$147K +4,800 +45%
OA
324
Oxbow Advisors
Texas
$470K
TCM
325
Tradewinds Capital Management
Washington
$461K

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.