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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
NSIM
426
North Star Investment Management
Illinois
$127K +$244 +8 +0.2%
BlackRock
427
BlackRock
New York
$126K +$11.6K +380 +10%
PFSC
428
Peoples Financial Services Corp
Pennsylvania
$120K
VIA
429
Vantage Investment Advisors
Pennsylvania
$91K
RCA
430
Rowland Carmichael Advisors
Arizona
$89K -$18.2K -596 -17%
ZB
431
Zions Bancorporation
Utah
$88K
WI
432
Wintrust Investments
Illinois
$85K +$282K +9,212 New
CFA
433
CT Financial Advisors
Pennsylvania
$83.3K +$20.2K +660 +32%
WP
434
WealthPLAN Partners
Nebraska
$75.5K +$140K +4,568 New
ADL
435
Asset Dedication LLC
California
$63K +$122 +4 +0.2%
BAM
436
Barrett Asset Management
New York
$56K +$22K +720 +67%
GWS
437
Glassman Wealth Services
Virginia
$48K
BWA
438
Burt Wealth Advisors
Maryland
$47K
BCI
439
Brinker Capital Investments
Pennsylvania
$46K -$244 -8 -0.5%
CAL
440
Capital Advisors Ltd
Ohio
$45K -$8.07K -264 -15%
AIM
441
Arcadia Investment Management
Michigan
$45K
KF
442
Krilogy Financial
Missouri
$45K +$30.6K +1,000 +223%
RWML
443
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$44.8K +$122 +4 +0.3%
MFW
444
Mosaic Family Wealth
Missouri
$43K +$978 +32 +2%
TF
445
Tompkins Financial
New York
$40K
GI
446
Gradient Investments
Minnesota
$40K +$39.7K +1,300 New
CFN
447
Cordasco Financial Network
Florida
$38K -$323K -10,584 -90%
AA
448
Apriem Advisors
California
$37K
S
449
SignatureFD
Georgia
$35K -$13.9K -456 -29%
SHJ
450
Sharkey, Howes & Javer
Colorado
$32K +$122 +4 +0.4%

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.