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Vanguard Mid-Cap ETF

766 hedge funds and large institutions have $13.1B invested in Vanguard Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 230 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

40% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 230

8.47% more ownership

Funds ownership: 223.35%231.82% (+8.5%)

6% more capital invested

Capital invested by funds: $12.4B → $13.1B (+$705M)

1% more funds holding

Funds holding: 756766 (+10)

1% more funds holding in top 10

Funds holding in top 10: 8283 (+1)

69% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.99M

Holders
766
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
17.54%
Holding in Top 10
83
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.22%
% of All Funds
1.9%
New
55
Increased
322
Reduced
230
Closed
36
Calls
$1.53M
Puts
$4.99M
Net Calls
-$3.46M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$63M +$5.65M +143,948 +10%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$59.8M -$339K -8,624 -0.6%
V
28
Veritable
Delaware
$57.8M +$792K +20,188 +1%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$57.2M +$16.2M +412,680 +40%
MIS
30
Morningstar Investment Services
Illinois
$56.8M +$7.15M +182,232 +14%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$56.6M -$4.75M -120,980 -8%
Goldman Sachs
32
Goldman Sachs
New York
$55.1M +$1.33M +33,892 +2%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$52.5M +$6.66M +169,632 +15%
PPA
34
Parametric Portfolio Associates
Washington
$44M +$213K +5,424 +0.5%
IAS
35
INR Advisory Services
Pennsylvania
$43.5M -$230K -5,860 -0.5%
CFB
36
Cullen/Frost Bankers
Texas
$37.6M -$3.51M -89,420 -9%
RJA
37
Raymond James & Associates
Florida
$36.9M +$12.7M +322,960 +53%
JIC
38
Joel Isaacson & Co
New York
$36.3M +$558K +14,216 +2%
PA
39
Paracle Advisors
Washington
$34.4M +$1.31M +33,384 +4%
EHPM
40
Emery Howard Portfolio Management
California
$34.3M -$177K -4,504 -0.5%
ST
41
Smithfield Trust
Pennsylvania
$34M +$1.11M +28,368 +3%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$33.3M
CA
43
Clearstead Advisors
Ohio
$33.1M +$1.24M +31,480 +4%
Truist Financial
44
Truist Financial
North Carolina
$32.6M +$1.31M +33,328 +4%
NFG
45
Nadler Financial Group
Illinois
$32.4M +$1.23M +31,284 +4%
TTWM
46
TCV Trust & Wealth Management
Virginia
$29.3M +$480K +12,240 +2%
MA
47
MUFG Americas
New York
$29.1M +$1.58M +40,188 +6%
MML Investors Services
48
MML Investors Services
Massachusetts
$28.7M -$3.92M -99,768 -12%
Stifel Financial
49
Stifel Financial
Missouri
$28.3M -$3.79M -96,468 -12%
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$27.1M +$3.97M +101,072 +17%

VO Hedge Fund Activity: Q2 2018 in Review

766 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2018, worth a combined $13.1B — up 5.7% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VO positions and 36 closed out — a net gain of 19 holders — while 322 added to existing stakes and 230 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $80.9M.

  • 766 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2018, up from 756 in Q1 2018.
  • Funds reported $13.1B of Vanguard Mid-Cap ETF stock for Q2 2018, up 5.7% quarter-over-quarter.
  • 55 funds opened new Vanguard Mid-Cap ETF positions in Q2 2018 and 36 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $218M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2018 was BNP Paribas Financial Markets, an estimated $80.9M sold.

Based on aggregated 13F filings for Q2 2018.