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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
LDB
376
Lee, Danner & Bass
Tennessee
$291K
SFG
377
StrategIQ Financial Group
Indiana
$285K +$282K +9,224 New
QCG
378
Quadrant Capital Group
Ohio
$283K
DIA
379
Denver Investment Advisors
Colorado
$282K
DBT
380
Dubuque Bank & Trust
Iowa
$280K
SNT
381
Security National Trust
West Virginia
$278K +$97.8K +3,200 +55%
DI
382
Diligent Investors
California
$272K
WFG
383
Wills Financial Group
Virginia
$265K +$29.9K +980 +13%
NA
384
Nottingham Advisors
New York
$260K -$12.2K -400 -5%
SAM
385
Summit Asset Management
Tennessee
$259K
NL
386
NWAM LLC
Washington
$259K +$6.72K +220 +3%
RT
387
Rockland Trust
Massachusetts
$248K -$30.6K -1,000 -11%
HWA
388
Heritage Wealth Advisors
Virginia
$248K +$367 +12 +0.1%
QAM
389
QCI Asset Management
New York
$248K +$17.8K +584 +8%
WJA
390
Williams Jones & Associates
New York
$247K
CTC
391
Central Trust Company
Missouri
$245K +$193K +6,320 +395%
WA
392
Winfield Associates
Ohio
$244K -$67K -2,192 -22%
PFPT
393
Pinnacle Financial Partners (Tennessee)
Tennessee
$243K -$396K -12,944 -63%
BPB
394
Badgley, Phelps & Bell
Washington
$242K
EFS
395
Edelman Financial Services
Virginia
$241K +$978 +32 +0.4%
FC
396
FIC Capital
New York
$240K
GP
397
Girard Partners
Pennsylvania
$239K +$237K +7,740 New
BWFM
398
Bridgewater Wealth & Financial Management
Maryland
$238K
GHA
399
GW Henssler & Associates
Georgia
$237K
EWA
400
EP Wealth Advisors
California
$234K

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.