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Vanguard Mid-Cap ETF

641 hedge funds and large institutions have $10.7B invested in Vanguard Mid-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 252 increasing their positions, 189 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $4.75M | Put options by funds: $1.65M

33% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 189

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

3.99% more ownership

Funds ownership: 209.16%213.15% (+4%)

4% more capital invested

Capital invested by funds: $10.3B → $10.7B (+$422M)

1% more funds holding

Funds holding: 637641 (+4)

4% less funds holding in top 10

Funds holding in top 10: 7067 (-3)

Holders
641
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
15.98%
Holding in Top 10
67
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.29%
% of All Funds
1.67%
New
46
Increased
252
Reduced
189
Closed
38
Calls
$4.75M
Puts
$1.65M
Net Calls
+$3.11M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
501
Nottingham Advisors
New York
$297K -$3.61K -100 -1%
WJA
502
Williams Jones & Associates
New York
$294K
SHJ
503
Sharkey, Howes & Javer
Colorado
$292K
GHA
504
GW Henssler & Associates
Georgia
$283K
WA
505
WESPAC Advisors
California
$278K +$272K +7,552 New
SYBT
506
Stock Yards Bank & Trust
Kentucky
$273K
SFSIG
507
San Francisco Sentry Investment Group
California
$273K +$175K +4,864 +189%
GIM
508
Greystone Investment Management
Ohio
$272K
LWAC
509
Laurel Wealth Advisors (California)
California
$272K +$11.7K +324 +5%
GJIC
510
Gamble Jones Investment Counsel
California
$270K
GHAM
511
Gilman Hill Asset Management
Connecticut
$269K
GWM
512
Greenwich Wealth Management
Connecticut
$267K +$262K +7,276 New
CT
513
Cambridge Trust
Massachusetts
$266K -$124K -3,440 -32%
QCMA
514
Quad Capital Management Advisors
New York
$265K +$260K +7,200 New
SAM
515
Silvercrest Asset Management
New York
$262K
LI
516
LVZ Inc
Michigan
$259K +$254K +7,056 New
B
517
Bridgeworth
Alabama
$258K -$1.09M -30,164 -81%
PWW
518
Pettyjohn Wood & White
Virginia
$255K
CT
519
Coastline Trust
Rhode Island
$254K
CC
520
Cadinha & Co
Hawaii
$250K
CCA
521
Conservest Capital Advisors
Pennsylvania
$249K
HWA
522
Heritage Wealth Advisors
Virginia
$247K
SG
523
StoneX Group
New York
$245K +$240K +6,664 New
TCOO
524
Trust Company of Oklahoma
Oklahoma
$243K
RWA
525
RGT Wealth Advisors
Texas
$236K

VO Hedge Fund Activity: Q3 2017 in Review

641 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2017, worth a combined $10.7B — up 4.1% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new VO positions and 38 closed out — a net gain of 8 holders — while 252 added to existing stakes and 189 trimmed.

The largest buyer was UBS Group, adding an estimated $152M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $312M sold.

  • 641 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2017, up from 637 in Q2 2017.
  • Funds reported $10.7B of Vanguard Mid-Cap ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Mid-Cap ETF positions in Q3 2017 and 38 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2017 was UBS Group, an estimated $152M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2017 was Milliman Financial Risk Management, an estimated $312M sold.

Based on aggregated 13F filings for Q3 2017.