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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
MC
326
Moors & Cabot
Massachusetts
$384K -$90.2K -2,956 -19%
WA
327
Wealth Architects
California
$384K
HCM
328
Howland Capital Management
Massachusetts
$379K -$61K -2,000 -14%
BCM
329
Brookstone Capital Management
Illinois
$378K -$158K -5,196 -29%
CBU
330
CIBC Bank USA
Illinois
$375K +$117K +3,840 +44%
MNA
331
Manning & Napier Advisors
New York
$362K
CCM
332
Cribstone Capital Management
Maine
$361K +$368K +12,080 New
BPCE
333
Bank Pictet & Cie (Europe)
Germany
$360K
SSB
334
Sandy Spring Bank
Maryland
$355K +$36.6K +1,200 +11%
UAS
335
United Asset Strategies
New York
$353K +$52.7K +1,728 +17%
PWM
336
Patriot Wealth Management
Texas
$347K
DP
337
Dearborn Partners
Illinois
$346K
AA
338
Ancora Advisors
Ohio
$345K +$3.17K +104 +0.9%
NFG
339
Nations Financial Group
Iowa
$340K +$345K +11,320 New
BPB
340
Badgley, Phelps & Bell
Washington
$339K +$105K +3,452 +44%
FBA
341
Front Barnett Associates
Illinois
$337K
MMPW
342
Mitchell McLeod Pugh & Williams
Alabama
$333K
MWP
343
MYCIO Wealth Partners
Pennsylvania
$319K -$4.27K -140 -1%
BFA
344
Beaumont Financial Advisors
Massachusetts
$318K
LNB
345
Ledyard National Bank
$309K +$174K +5,720 +125%
WA
346
Winfield Associates
Ohio
$303K +$2.44K +80 +0.8%
LFA
347
Landmark Financial Advisors
Kentucky
$300K
WEC
348
Winslow Evans & Crocker
Massachusetts
$300K
AFWA
349
Ancora Family Wealth Advisors
Ohio
$294K -$79.9K -2,620 -21%
JIC
350
Johnson Investment Counsel
Ohio
$293K +$298K +9,784 New

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.