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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
OC
351
Oakworth Capital
Alabama
$289K +$271K +8,900 +1,264%
BJ
352
Brouwer & Janachowski
California
$289K +$293K +9,612 New
SMC
353
Smith, Moore & Co
Missouri
$288K +$293K +9,596 New
SC
354
SouthState Corp
Florida
$287K -$34.8K -1,140 -11%
LDB
355
Lee, Danner & Bass
Tennessee
$285K
ECM
356
EagleClaw Capital Management
Massachusetts
$282K
UB
357
UMB Bank
Missouri
$277K +$40.5K +1,328 +17%
QCG
358
Quadrant Capital Group
Ohio
$276K
BA
359
BKS Advisors
Michigan
$274K +$13.5K +444 +5%
DBT
360
Dubuque Bank & Trust
Iowa
$272K
CTB
361
Country Trust Bank
Illinois
$267K +$271K +8,900 New
DI
362
Diligent Investors
California
$264K
NA
363
Nottingham Advisors
New York
$264K
Simplex Trading
364
Simplex Trading
Illinois
$262K +$267K +8,752 +218,800%
FWP
365
FAS Wealth Partners
Kansas
$255K
SAM
366
Summit Asset Management
Tennessee
$252K -$40.6K -1,332 -14%
FBNAT
367
FirstMerit Bank N.A. Trustee
Ohio
$251K -$76.3K -2,500 -23%
NL
368
NWAM LLC
Washington
$245K +$4.51K +148 +2%
RT
369
Rockland Trust
Massachusetts
$241K
HWA
370
Heritage Wealth Advisors
Virginia
$241K +$244K +8,000 New
WJA
371
Williams Jones & Associates
New York
$240K
HK
372
Horizon Kinetics
New York
$234K
CCG
373
Chatham Capital Group
Georgia
$234K +$238K +7,800 New
FC
374
FIC Capital
New York
$233K
BWFM
375
Bridgewater Wealth & Financial Management
Maryland
$230K -$366 -12 -0.2%

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.