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Vanguard Mid-Cap ETF

766 hedge funds and large institutions have $13.1B invested in Vanguard Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 230 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

40% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 230

8.47% more ownership

Funds ownership: 223.35%231.82% (+8.5%)

6% more capital invested

Capital invested by funds: $12.4B → $13.1B (+$705M)

1% more funds holding

Funds holding: 756766 (+10)

1% more funds holding in top 10

Funds holding in top 10: 8283 (+1)

69% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.99M

Holders
766
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
17.54%
Holding in Top 10
83
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.22%
% of All Funds
1.9%
New
55
Increased
322
Reduced
230
Closed
36
Calls
$1.53M
Puts
$4.99M
Net Calls
-$3.46M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
FNB
551
Farmers National Bank
Kentucky
$346K +$39.3K +1,000 +13%
BIM
552
Bridgecreek Investment Management
Oklahoma
$344K
WLIM
553
White Lighthouse Investment Management
Massachusetts
$344K +$1.26K +32 +0.4%
FF
554
Friedenthal Financial
New Jersey
$343K -$179K -4,564 -34%
BW
555
Bison Wealth
Georgia
$342K
WI
556
Wintrust Investments
Illinois
$341K -$21.7K -552 -6%
SAM
557
Summit Asset Management
Tennessee
$341K
SFM
558
Signature Financial Management
Virginia
$339K +$1.41K +36 +0.4%
Franklin Resources
559
Franklin Resources
California
$338K -$2.98K -76 -0.9%
BCM
560
Bienville Capital Management
New York
$336K
FI
561
FormulaFolio Investments
Michigan
$334K +$332K +8,464 New
GWM
562
Greenwich Wealth Management
Connecticut
$332K +$46.9K +1,196 +17%
IWM
563
IHT Wealth Management
Illinois
$332K +$159K +4,044 +92%
WPW
564
Waldron Private Wealth
Pennsylvania
$330K
DHFB
565
Dixon Hubard Feinour & Brown
Virginia
$329K -$1.43M -36,360 -81%
SHCM
566
Stokes & Hubbell Capital Management
Louisiana
$329K -$62.2K -1,584 -16%
CFD
567
Creative Financial Designs
Indiana
$327K +$18.2K +464 +6%
Rockefeller Capital Management
568
Rockefeller Capital Management
New York
$326K
BFM
569
Boston Financial Management
Massachusetts
$325K +$323K +8,236 New
WEC
570
Winslow Evans & Crocker
Massachusetts
$324K +$16.3K +416 +5%
NB
571
Nicolet Bankshares
Wisconsin
$324K +$30.3K +772 +10%
SA
572
Sunesis Advisors
Kansas
$320K +$319K +8,120 New
UAS
573
United Asset Strategies
New York
$319K +$17.4K +444 +6%
EWA
574
EP Wealth Advisors
California
$316K
FFWA
575
FRG Family Wealth Advisors
Washington
$316K +$5.02K +128 +2%

VO Hedge Fund Activity: Q2 2018 in Review

766 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2018, worth a combined $13.1B — up 5.7% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VO positions and 36 closed out — a net gain of 19 holders — while 322 added to existing stakes and 230 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $80.9M.

  • 766 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2018, up from 756 in Q1 2018.
  • Funds reported $13.1B of Vanguard Mid-Cap ETF stock for Q2 2018, up 5.7% quarter-over-quarter.
  • 55 funds opened new Vanguard Mid-Cap ETF positions in Q2 2018 and 36 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $218M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2018 was BNP Paribas Financial Markets, an estimated $80.9M sold.

Based on aggregated 13F filings for Q2 2018.