Vanguard Mid-Cap ETF
615 hedge funds and large institutions have $9.69B invested in Vanguard Mid-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 263 increasing their positions, 166 reducing their positions, and 23 closing their positions.
226% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 23
133% more call options, than puts
Call options by funds: $7.13M | Put options by funds: $3.06M
58% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 166
14% more capital invested
Capital invested by funds: $8.51B → $9.69B (+$1.19B)
9% more funds holding
Funds holding: 566 → 615 (+49)
3% more ownership
Funds ownership: 206.06% → 209.06% (+3%)
2% more funds holding in top 10
Funds holding in top 10: 64 → 65 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$121M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$90.4M |
| 4 |
JP Morgan Chase
New York
|
+$57.7M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$45.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$71.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$16.7M |
| 3 |
STB
S&T Bank
Indiana,
Pennsylvania
|
-$10.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.4M |
| 5 |
ABFS
Appropriate Balance Financial Services
Bellevue,
Washington
|
-$3.3M |
VO Hedge Fund Activity: Q1 2017 in Review
615 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2017, worth a combined $9.69B — up 14% from $8.51B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new VO positions and 23 closed out — a net gain of 52 holders — while 263 added to existing stakes and 166 trimmed.
The largest buyer was Ameriprise, adding an estimated $121M. The largest seller was Bank of Montreal, cutting an estimated $71.5M.
- 615 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2017, up from 566 in Q4 2016.
- Funds reported $9.69B of Vanguard Mid-Cap ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 75 funds opened new Vanguard Mid-Cap ETF positions in Q1 2017 and 23 closed out, a net change of +52 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q1 2017 was Ameriprise, an estimated $121M added.
- The largest Vanguard Mid-Cap ETF seller in Q1 2017 was Bank of Montreal, an estimated $71.5M sold.
Based on aggregated 13F filings for Q1 2017.