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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
SSB
351
Sandy Spring Bank
Maryland
$365K
ACP
352
Ashfield Capital Partners
California
$359K
LFA
353
Landmark Financial Advisors
Kentucky
$358K
PWM
354
Patriot Wealth Management
Texas
$357K
OC
355
Oakworth Capital
Alabama
$353K -$16.5K -540 -5%
SYBT
356
Stock Yards Bank & Trust
Kentucky
$350K +$346K +11,324 New
FBA
357
Front Barnett Associates
Illinois
$347K -$611 -20 -0.2%
BFA
358
Beaumont Financial Advisors
Massachusetts
$346K +$15.4K +504 +5%
CT
359
Cambridge Trust
Massachusetts
$343K -$3.06K -100 -0.9%
MMPW
360
Mitchell McLeod Pugh & Williams
Alabama
$343K
DP
361
Dearborn Partners
Illinois
$338K -$18.3K -600 -5%
MNA
362
Manning & Napier Advisors
New York
$337K
MWP
363
MYCIO Wealth Partners
Pennsylvania
$330K +$1.22K +40 +0.4%
MSR
364
Main Street Research
Connecticut
$327K +$323K +10,564 New
CCG
365
Chatham Capital Group
Georgia
$324K +$57.5K +1,880 +22%
BCM
366
Brookstone Capital Management
Illinois
$322K +$112K +3,676 +55%
CPO
367
Cerity Partners OCIO
New York
$318K -$4.16K -136 -1%
LNB
368
Ledyard National Bank
$318K
AFWA
369
Ancora Family Wealth Advisors
Ohio
$318K +$15.3K +500 +5%
GWM
370
Geneos Wealth Management
Colorado
$318K +$28.7K +940 +10%
UB
371
UMB Bank
Missouri
$306K
Wolverine Trading
372
Wolverine Trading
Illinois
$305K +$306K +10,028 New
CCA
373
Clearwater Capital Advisors
Illinois
$301K +$299K +9,784 New
FC
374
Financial Consulate
Maryland
$292K -$44K -1,440 -13%
HB
375
Homrich & Berg
Georgia
$292K +$122 +4 +0%

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.