Vanguard Mid-Cap ETF
566 hedge funds and large institutions have $8.51B invested in Vanguard Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 128 reducing their positions, and 18 closing their positions.
433% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 18
94% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 128
28% more funds holding in top 10
Funds holding in top 10: 50 → 64 (+14)
15% more funds holding
Funds holding: 492 → 566 (+74)
14% more capital invested
Capital invested by funds: $7.46B → $8.51B (+$1.05B)
9.71% more ownership
Funds ownership: 196.34% → 206.06% (+9.7%)
18% less call options, than puts
Call options by funds: $3.92M | Put options by funds: $4.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$68.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$59.9M |
| 3 |
Morgan Stanley
New York
|
+$57.9M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$55.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$53.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$21.9M |
| 2 |
Goldman Sachs
New York
|
-$14.6M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$11.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.24M |
| 5 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$3.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PP
576
Patten & Patten
Chattanooga,
Tennessee
| – | -$210K | -6,480 | Closed |
|
|
ACM
577
Argentus Capital Management
Dallas,
Texas
| – | -$153K | -4,720 | Closed |
|
578
Simplex Trading
Chicago,
Illinois
| – | -$51K | -1,600 | Closed |
|
|
CFN
579
Cordasco Financial Network
Naples,
Florida
| – | -$38K | -1,232 | Closed |
|
|
VIA
580
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$39K | -1,196 | Closed |
|
|
S
581
SignatureFD
Atlanta,
Georgia
| – | -$37K | -1,140 | Closed |
|
|
WCM
582
Wealthcare Capital Management
Richmond,
Virginia
| – | -$10K | -308 | Closed |
|
|
JCM
583
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$9K | -280 | Closed |
|
|
BWP
584
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$5K | -164 | Closed |
|
|
TFA
585
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$3K | -72 | Closed |
|
VO Hedge Fund Activity: Q4 2016 in Review
566 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2016, worth a combined $8.51B — up 14% from $7.46B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new VO positions and 18 closed out — a net gain of 78 holders — while 248 added to existing stakes and 128 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $68.5M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $21.9M sold.
- 566 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2016, up from 492 in Q3 2016.
- Funds reported $8.51B of Vanguard Mid-Cap ETF stock for Q4 2016, up 14% quarter-over-quarter.
- 96 funds opened new Vanguard Mid-Cap ETF positions in Q4 2016 and 18 closed out, a net change of +78 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $68.5M added.
- The largest Vanguard Mid-Cap ETF seller in Q4 2016 was Morningstar Investment Services, an estimated $21.9M sold.
Based on aggregated 13F filings for Q4 2016.