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Vanguard Mid-Cap ETF
VO

638 hedge funds and large institutions have $10.3B invested in Vanguard Mid-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 307 increasing their positions, 150 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

105% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 150

52% more call options, than puts

Call options by funds: $4.58M | Put options by funds: $3.01M

8% more funds holding in top 10

Funds holding in top 10: 65 → 70 (+5)

6% more capital invested

Capital invested by funds: $9.69B → $10.3B (+$625M)

4% more funds holding

Funds holding: 615 → 638 (+23)

0.11% more ownership

Funds ownership: 209.06% → 209.16% (+0.11%)

Holders
638
Holders Change
+23
Holders Change %
+3.74%
% of All Funds
15.9%
Holding in Top 10
70
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.69%
% of All Funds
1.74%
New
55
Increased
307
Reduced
150
Closed
23
Calls
$4.58M
Puts
$3.01M
Net Calls
+$1.58M
Net Calls Change
-$2.49M

Top Buyers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
+$259M
2
LPL Financial
LPL Financial
California
+$98.1M
3
Creative Planning
Creative Planning
Kansas
+$88.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$87.9M
5
USAA
United Services Automobile Association
Texas
+$63.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$656M
2
MFRM
Milliman Financial Risk Management
Illinois
-$9.74M
3
MIM
Miller Investment Management
Pennsylvania
-$9.46M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$7.18M
5
SPIA
Steward Partners Investment Advisory
New York
-$6.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
526
Cadinha & Co
Hawaii
$242K – – –
CCA
527
Conservest Capital Advisors
Pennsylvania
$241K – – –
HWA
528
Heritage Wealth Advisors
Virginia
$240K +$17K +480 +8%
CCA
529
Checchi Capital Advisers
California
$236K +$15.3K +432 +7%
TCOO
530
Trust Company of Oklahoma
Oklahoma
$235K – – –
RWA
531
RGT Wealth Advisors
Texas
$229K – – –
WP
532
WealthSource Partners
California
$229K +$3.82K +108 +2%
MC
533
Mathes Company
New York
$228K – – –
CFA
534
Carroll Financial Associates
North Carolina
$227K – – –
BG
535
Bahl & Gaynor
Ohio
$225K – – –
OPCM
536
Osborne Partners Capital Management
California
$222K +$220K +6,240 New
CAL
537
Capital Analysts LLC
Pennsylvania
$221K -$41K -1,160 -16%
AIM
538
Arcadia Investment Management
Michigan
$220K +$134K +3,780 +158%
FFWA
539
FRG Family Wealth Advisors
Washington
$217K – – –
FNB
540
Farmers National Bank
Kentucky
$217K +$215K +6,088 New
MCM
541
MAI Capital Management
Ohio
$214K -$53.4K -1,512 -20%
CAMG
542
CWA Asset Management Group
Florida
$214K – – –
PJSIMP
543
P.J. Schmidt Investment Management (PJS)
Wisconsin
$213K – – –
LCM
544
LVM Capital Management
Michigan
$211K – – –
FAT
545
First American Trust
California
$211K +$209K +5,912 New
SM
546
Sciencast Management
New Jersey
$211K +$209K +5,920 New
WA
547
Winfield Associates
Ohio
$210K – – –
CCM
548
Condor Capital Management
New Jersey
$208K – – –
MAS
549
Madden Advisory Services
Florida
$208K – – –
BAM
550
Barrett Asset Management
New York
$206K +$2.83K +80 +1%
20 21
22
23 24

VO Hedge Fund Activity: Q2 2017 in Review

638 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2017, worth a combined $10.3B — up 6.4% from $9.69B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VO positions and 23 closed out — a net gain of 32 holders — while 307 added to existing stakes and 150 trimmed.

The largest buyer was TD Ameritrade Investment Management, opening a new position worth an estimated $259M. The largest seller was JP Morgan Chase, cutting an estimated $656M.

  • 638 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2017, up from 615 in Q1 2017.
  • Funds reported $10.3B of Vanguard Mid-Cap ETF stock for Q2 2017, up 6.4% quarter-over-quarter.
  • 55 funds opened new Vanguard Mid-Cap ETF positions in Q2 2017 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2017 was TD Ameritrade Investment Management, an estimated $259M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2017 was JP Morgan Chase, an estimated $656M sold.

Based on aggregated 13F filings for Q2 2017.