Vanguard Mid-Cap ETF
748 hedge funds and large institutions have $11.7B invested in Vanguard Mid-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 286 increasing their positions, 184 reducing their positions, and 23 closing their positions.
581% more call options, than puts
Call options by funds: $3.69M | Put options by funds: $542K
513% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 23
55% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 184
25% more funds holding in top 10
Funds holding in top 10: 67 → 84 (+17)
17% more funds holding
Funds holding: 641 → 748 (+107)
9% more capital invested
Capital invested by funds: $10.7B → $11.7B (+$968M)
0.88% more ownership
Funds ownership: 213.15% → 214.03% (+0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$128M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$63.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$56.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$29.7M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$85.1M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$81M |
| 3 |
Morgan Stanley
New York
|
-$48.2M |
| 4 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$12.5M |
| 5 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$10.9M |
VO Hedge Fund Activity: Q4 2017 in Review
748 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2017, worth a combined $11.7B — up 9% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new VO positions and 23 closed out — a net gain of 118 holders — while 286 added to existing stakes and 184 trimmed.
The largest buyer was Creative Planning, adding an estimated $128M. The largest seller was Bank of Montreal, cutting an estimated $85.1M.
- 748 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2017, up from 641 in Q3 2017.
- Funds reported $11.7B of Vanguard Mid-Cap ETF stock for Q4 2017, up 9% quarter-over-quarter.
- 141 funds opened new Vanguard Mid-Cap ETF positions in Q4 2017 and 23 closed out, a net change of +118 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q4 2017 was Creative Planning, an estimated $128M added.
- The largest Vanguard Mid-Cap ETF seller in Q4 2017 was Bank of Montreal, an estimated $85.1M sold.
Based on aggregated 13F filings for Q4 2017.