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Vanguard Morningstar Mid-Cap ETF
VO

239 hedge funds and large institutions have $1.88B invested in Vanguard Morningstar Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 239 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

144.81% more ownership

Funds ownership: 0% → 144.81% (+145%)

14% less call options, than puts

Call options by funds: $628K | Put options by funds: $733K

Holders
239
Holders Change
+239
Holders Change %
–
% of All Funds
7.8%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
239
Increased
–
Reduced
–
Closed
–
Calls
$628K
Puts
$733K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
V
26
Veritable
Delaware
$9.22M +$9.19M +387,464 New
VFP
27
Verus Financial Partners
Virginia
$9.12M +$9.1M +383,572 New
Citigroup
28
Citigroup
New York
$8.73M +$8.71M +367,268 New
ST
29
Smithfield Trust
Pennsylvania
$8.51M +$8.49M +357,780 New
LIM
30
Leavell Investment Management
Alabama
$8.14M +$8.12M +342,432 New
Vanguard Group
31
Vanguard Group
Pennsylvania
$7.87M +$7.85M +330,800 New
TCM
32
Twele Capital Management
Minnesota
$7.53M +$7.51M +316,580 New
AIA
33
Alerus Investment Advisors
Minnesota
$6.56M +$6.54M +275,776 New
HFS
34
HL Financial Services
Kentucky
$6.42M +$6.4M +269,992 New
PFM
35
Phillips Financial Management
Indiana
$6.42M +$6.12M +257,884 New
NAMP
36
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.37M +$6.35M +267,920 New
Truist Financial
37
Truist Financial
North Carolina
$6.02M +$6M +253,176 New
RW
38
Rand Wealth
Maryland
$6.01M +$6M +252,780 New
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$6.01M +$5.99M +252,660 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$5.6M +$5.59M +235,580 New
PGFC
41
Peapack-Gladstone Financial Corp
New Jersey
$5.53M +$5.52M +232,640 New
CS
42
Credit Suisse
Switzerland
$5.37M +$5.35M +225,768 New
MA
43
Montag & Associates
Georgia
$5.3M +$5.29M +222,900 New
WIC
44
Woodmont Investment Counsel
Tennessee
$5.24M +$5.23M +220,360 New
MM
45
Meridian Management
Arkansas
$5.21M +$4.91M +207,124 New
Ameriprise
46
Ameriprise
Minnesota
$4.95M +$4.94M +208,204 New
CIC
47
Cutler Investment Counsel
Oregon
$4.89M +$4.88M +205,680 New
William Blair & Company
48
William Blair & Company
Illinois
$4.7M +$4.68M +197,536 New
EMA
49
Efficient Market Advisors
California
$4.44M +$4.43M +186,780 New
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$4.16M +$4.15M +174,932 New
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VO Hedge Fund Activity: Q2 2013 in Review

239 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2013, worth a combined $1.88B.

Buyers outnumbered sellers: 239 funds opened new VO positions and 0 closed out — a net gain of 239 holders — while 0 added to existing stakes and 0 trimmed.

  • 239 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.88B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2013.
  • 239 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +239 holders.

Based on aggregated 13F filings for Q2 2013.