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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
PSUF
426
People's United Financial
Connecticut
$24K
PFBT
427
Parkside Financial Bank & Trust
Missouri
$21K
IWMPD
428
Integrated Wealth Management (Palm Desert)
California
$19K
SIG
429
Stanford Investment Group
California
$19K
FIB
430
First Interstate Bank
Montana
$18K -$453K -14,848 -96%
AF
431
Allworth Financial
California
$18K
PMFA
432
Plante Moran Financial Advisors
Michigan
$17K +$17.1K +560 New
AA
433
AlphaMark Advisors
Kentucky
$14K
AWM
434
AllSquare Wealth Management
New York
$12K
OFS
435
Orrstown Financial Services
Pennsylvania
$12K
ACS
436
Archford Capital Strategies
Illinois
$12K +$1.1K +36 +11%
AIM
437
Advantage Investment Management
Iowa
$10K
FNBT
438
FineMark National Bank & Trust
Florida
$9K +$7.32K +240 +375%
WCM
439
Wealthcare Capital Management
Virginia
$9K +$9.39K +308 New
HCM
440
Highlander Capital Management
New Jersey
$6K
Thrivent Financial for Lutherans
441
Thrivent Financial for Lutherans
Minnesota
$6K
AIM
442
Arcadia Investment Management
Michigan
$6K +$5.74K +188 New
LWM
443
LBA Wealth Management
Florida
$5K
FFC
444
First Financial Corp
Indiana
$3K
GI
445
Gradient Investments
Minnesota
$2K +$1.83K +60 New
NMIS
446
Northwestern Mutual Investment Services
Wisconsin
$2K +$2.2K +72 New
M
447
MOTCO
Texas
$2K +$2.32K +76 New
BWA
448
Burt Wealth Advisors
Maryland
$1K
MJRIC
449
Mogy Joel R Investment Counsel
California
$880 -$847K -27,772 -90%
WA
450
WBH Advisory
Maryland
$368 -$27.8K -912 -7%

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.