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Vanguard Mid-Cap ETF

309 hedge funds and large institutions have $2.95B invested in Vanguard Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.04M

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

84% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 75

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

11% more capital invested

Capital invested by funds: $2.66B → $2.95B (+$294M)

6% more funds holding

Funds holding: 291309 (+18)

2.34% more ownership

Funds ownership: 152.4%154.74% (+2.3%)

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
8.92%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.95%
New
35
Increased
138
Reduced
75
Closed
14
Calls
$2.69M
Puts
$1.04M
Net Calls
+$1.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
26
Ballentine Partners
Massachusetts
$12.9M -$3.72M -133,892 -23%
EC
27
Estate Counselors
Wisconsin
$12.6M +$438K +15,800 +4%
AFG
28
Arkansas Financial Group
Arkansas
$12.5M -$455K -16,384 -4%
JFG
29
JMG Financial Group
Illinois
$12.5M -$413K -14,892 -3%
TCM
30
Twele Capital Management
Minnesota
$12.3M +$231K +8,320 +2%
ST
31
Smithfield Trust
Pennsylvania
$12.3M +$1.13M +40,808 +10%
AA
32
Advisory Alpha
Michigan
$12M +$3.01M +108,484 +35%
Goldman Sachs
33
Goldman Sachs
New York
$11.5M +$1.33M +47,832 +13%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$11M +$2.39M +86,048 +29%
NEAM
35
New England Asset Management
Connecticut
$10.8M
V
36
Veritable
Delaware
$10.4M +$149K +5,352 +1%
VFP
37
Verus Financial Partners
Virginia
$10.3M -$351K -12,644 -3%
Ameriprise
38
Ameriprise
Minnesota
$10.3M +$366K +13,176 +4%
LIM
39
Leavell Investment Management
Alabama
$9.86M +$123K +4,428 +1%
Truist Financial
40
Truist Financial
North Carolina
$9.5M +$909K +32,764 +11%
HFS
41
HL Financial Services
Kentucky
$8.77M -$16.5K -596 -0.2%
Deutsche Bank
42
Deutsche Bank
Germany
$8.63M -$11.7K -420 -0.1%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$8.36M +$1.13M +40,596 +16%
NAMP
44
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.25M +$400K +14,400 +5%
PSW
45
Portfolio Strategies (Washington)
Washington
$7.84M +$7.67M +276,228 New
JMPWA
46
JP Morgan Private Wealth Advisors
California
$7.69M +$2.63M +94,872 +54%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$7.53M +$847K +30,536 +13%
CIC
48
Cutler Investment Counsel
Oregon
$7.33M +$498K +17,932 +7%
SWM
49
SVA Wealth Management
Wisconsin
$7.31M -$129K -4,664 -2%
JIC
50
Joel Isaacson & Co
New York
$7.16M +$1.06M +38,308 +18%

VO Hedge Fund Activity: Q1 2014 in Review

309 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2014, worth a combined $2.95B — up 11% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VO positions and 14 closed out — a net gain of 21 holders — while 138 added to existing stakes and 75 trimmed.

The largest buyer was Raytheon Master Pension Trust, opening a new position worth an estimated $59M. The largest seller was PNC Financial Services Group, cutting an estimated $11.1M.

  • 309 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2014, up from 291 in Q4 2013.
  • Funds reported $2.95B of Vanguard Mid-Cap ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap ETF positions in Q1 2014 and 14 closed out, a net change of +21 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2014 was Raytheon Master Pension Trust, an estimated $59M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2014 was PNC Financial Services Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2014.