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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
HWA
601
Heritage Wealth Advisors
Virginia
$268K +$314 +8 +0.1%
OPCM
602
Osborne Partners Capital Management
California
$268K +$41K +1,044 +18%
AWA
603
ARS Wealth Advisors
Florida
$265K
WPC
604
Waters Parkerson & Co
Louisiana
$264K -$158K -4,020 -38%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$262K +$91.5K +2,332 +54%
PC
606
Palo Capital
California
$262K
WP
607
WealthPLAN Partners
Nebraska
$262K
PAG
608
Private Advisory Group
Washington
$261K -$11.8K -300 -4%
CFA
609
Carroll Financial Associates
North Carolina
$257K
LCM
610
LVM Capital Management
Michigan
$253K
MC
611
Mathes Company
New York
$252K
CSIC
612
Clifford Swan Investment Counsel
California
$250K +$314 +8 +0.1%
BAM
613
Barrett Asset Management
New York
$250K +$1.57K +40 +0.6%
RFA
614
Reilly Financial Advisors
California
$250K +$1.88K +48 +0.8%
PO
615
Private Ocean
California
$249K -$106K -2,692 -30%
WCM
616
Windham Capital Management
Massachusetts
$249K
CL
617
CPWM LLC
Washington
$247K +$628 +16 +0.3%
BA
618
Boston Advisors
Massachusetts
$246K
CS
619
Credit Suisse
Switzerland
$246K +$245K +6,244 New
CCA
620
Checchi Capital Advisers
California
$242K -$5.65K -144 -2%
RVPG
621
Relative Value Partners Group
$240K +$17.9K +456 +8%
Chevy Chase Trust
622
Chevy Chase Trust
Maryland
$240K +$239K +6,096 New
NCM
623
Narwhal Capital Management
Georgia
$237K
NAM
624
NTV Asset Management
West Virginia
$236K
SCA
625
Strategic Capital Advisers
Colorado
$236K

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.