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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
CCM
326
Cribstone Capital Management
Maine
$458K +$3.06K +100 +0.7%
SCA
327
Stillwater Capital Advisors
Pennsylvania
$457K
AL
328
Aspiriant LLC
California
$453K +$448K +14,660 New
IF
329
Ironwood Financial
Arizona
$451K -$18.2K -596 -4%
BHIA
330
Birch Hill Investment Advisors
Massachusetts
$448K
GG
331
Gofen & Glossberg
Illinois
$448K
SNBOSD
332
Security National Bank of So Dak
Iowa
$438K +$2.08K +68 +0.5%
CBU
333
CIBC Bank USA
Illinois
$426K +$56.2K +1,840 +15%
PFM
334
Parsec Financial Management
North Carolina
$422K +$1.59K +52 +0.4%
TPWA
335
TRUE Private Wealth Advisors
Oregon
$418K +$190K +6,212 +85%
HH
336
Hilltop Holdings
Texas
$417K
RC
337
Roundview Capital
New Jersey
$409K +$125K +4,096 +45%
HCM
338
Howland Capital Management
Massachusetts
$406K +$15.9K +520 +4%
PCTC
339
Perkins Coie Trust Company
Washington
$405K
FBNAT
340
FirstMerit Bank N.A. Trustee
Ohio
$403K
CCG
341
Cypress Capital Group
Florida
$402K +$398K +13,020 New
FMBTD
342
First Midwest Bank Trust Division
Illinois
$399K +$856 +28 +0.2%
WA
343
Wealth Architects
California
$394K
LW
344
Linscomb Wealth
Texas
$393K -$57.2K -1,872 -13%
LA
345
LVW Advisors
New York
$388K -$62.8K -2,056 -14%
SIC
346
Sigma Investment Counselors
Michigan
$376K
BA
347
BKS Advisors
Michigan
$376K +$10K +328 +3%
KWMG
348
King Wealth Management Group
Florida
$375K -$61.1K -2,000 -14%
BPCE
349
Bank Pictet & Cie (Europe)
Germany
$371K
KA
350
Klingman & Associates
New York
$368K

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.