Vanguard Mid-Cap ETF
456 hedge funds and large institutions have $6.89B invested in Vanguard Mid-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 192 increasing their positions, 148 reducing their positions, and 30 closing their positions.
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
30% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 148
19% more call options, than puts
Call options by funds: $3.81M | Put options by funds: $3.21M
17.23% more ownership
Funds ownership: 190.31% → 207.55% (+17%)
10% more capital invested
Capital invested by funds: $6.29B → $6.89B (+$604M)
9% more funds holding in top 10
Funds holding in top 10: 44 → 48 (+4)
2% more funds holding
Funds holding: 448 → 456 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$242M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$225M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$222M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$59.1M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$42.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$212M |
| 2 |
Morgan Stanley
New York
|
-$72.7M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$53M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$41M |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$18.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SHA
476
Smith Hayes Advisers
Lincoln,
Nebraska
| – | -$228K | -7,588 | Closed |
|
477
SG Americas Securities
New York
| – | -$210K | -6,984 | Closed |
|
|
PPA
478
Parametric Portfolio Associates
Seattle,
Washington
| – | -$210K | -6,980 | Closed |
|
|
BFS
479
Bradley Foster & Sargent
Hartford,
Connecticut
| – | -$208K | -6,928 | Closed |
|
|
W
480
Wealthfront
Palo Alto,
California
| – | -$205K | -6,816 | Closed |
|
|
IWMPD
481
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$19K | -628 | Closed |
|
|
PMFA
482
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$17K | -560 | Closed |
|
|
OFS
483
Orrstown Financial Services
Harrisburg,
Pennsylvania
| – | -$12K | -400 | Closed |
|
|
ACS
484
Archford Capital Strategies
Swansea,
Illinois
| – | -$12K | -368 | Closed |
|
|
AIM
485
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$10K | -328 | Closed |
|
|
NMIS
486
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$2K | -72 | Closed |
|
|
GI
487
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -60 | Closed |
|
VO Hedge Fund Activity: Q1 2016 in Review
456 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2016, worth a combined $6.89B — up 9.6% from $6.29B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VO positions and 30 closed out — a net gain of 12 holders — while 192 added to existing stakes and 148 trimmed.
The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $242M. The largest seller was JP Morgan Chase, cutting an estimated $212M.
- 456 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2016, up from 448 in Q4 2015.
- Funds reported $6.89B of Vanguard Mid-Cap ETF stock for Q1 2016, up 9.6% quarter-over-quarter.
- 42 funds opened new Vanguard Mid-Cap ETF positions in Q1 2016 and 30 closed out, a net change of +12 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q1 2016 was Milliman Financial Risk Management, an estimated $242M added.
- The largest Vanguard Mid-Cap ETF seller in Q1 2016 was JP Morgan Chase, an estimated $212M sold.
Based on aggregated 13F filings for Q1 2016.