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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
SAM
401
Silvercrest Asset Management
New York
$233K +$230K +7,528 New
FNBOO
402
First National Bank of Omaha
Nebraska
$232K -$64.2K -2,100 -22%
ASN
403
Advisory Services Network
Georgia
$230K +$200K +6,552 +745%
GIM
404
Greystone Investment Management
Ohio
$229K +$226K +7,400 New
GHAM
405
Gilman Hill Asset Management
Connecticut
$227K
AWMS
406
Advocacy Wealth Management Services
Georgia
$224K -$156K -5,120 -41%
SC
407
SouthState Corp
Florida
$222K -$73.3K -2,400 -25%
PWW
408
Pettyjohn Wood & White
Virginia
$220K +$611 +20 +0.3%
VFS
409
VSR Financial Services
Kansas
$216K -$371K -12,128 -63%
CFA
410
Carroll Financial Associates
North Carolina
$214K +$611 +20 +0.3%
CC
411
Cadinha & Co
Hawaii
$210K
GWM
412
Greenwich Wealth Management
Connecticut
$208K +$206K +6,740 New
FC
413
Forte Capital
New York
$206K +$204K +6,672 New
TCOO
414
Trust Company of Oklahoma
Oklahoma
$204K
CL
415
Choreo LLC
Illinois
$203K
Koshinski Asset Management
416
Koshinski Asset Management
Illinois
$200K +$198K +6,476 New
CCA
417
Checchi Capital Advisers
California
$193K +$46.8K +1,532 +32%
IWMPD
418
Integrated Wealth Management (Palm Desert)
California
$161K +$159K +5,204 New
PWM
419
Perigon Wealth Management
California
$156K +$154K +5,048 New
CBT
420
Central Bank & Trust
Kentucky
$153K -$61.1K -2,000 -29%
CB
421
Community Bank
New York
$152K -$2.2K -72 -1%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$148K -$3.06K -100 -2%
VC
423
Vestor Capital
Illinois
$146K
IIC
424
Integrated Investment Consultants
Michigan
$136K
JFGIW
425
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K -$3.06K -100 -2%

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.