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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
IWMA
626
Ironwood Wealth Management (Arizona)
Arizona
$236K +$235K +5,996 New
FAT
627
First American Trust
California
$233K
SIM
628
Sterling Investment Management
Arizona
$233K
PSF
629
Pacific Sun Financial
California
$231K +$14.8K +376 +7%
REMPR
630
Roof Eidam Maycock Peralta (REMP)
California
$231K +$230K +5,852 New
MAS
631
Madden Advisory Services
Florida
$230K
OC
632
Oarsman Capital
Wisconsin
$229K -$33.8K -860 -13%
EFS
633
Essex Financial Services
Connecticut
$228K -$1.09M -27,716 -83%
CCA
634
Conservest Capital Advisors
Pennsylvania
$228K
BPB
635
Badgley, Phelps & Bell
Washington
$226K
WA
636
Winfield Associates
Ohio
$224K
NSIM
637
North Star Investment Management
Illinois
$224K +$60.3K +1,536 +37%
SCM
638
Southport Capital Management
Tennessee
$224K +$223K +5,688 New
CBN
639
Cadence Bank NA
Texas
$222K +$221K +5,624 New
LWM
640
Lyell Wealth Management
California
$221K
MWM
641
Mission Wealth Management
California
$219K
APG
642
Abacus Planning Group
South Carolina
$218K
State Street
643
State Street
Massachusetts
$218K +$218K +5,556 New
VFA
644
Valeo Financial Advisors
Indiana
$213K +$55.4K +1,412 +36%
1SB
645
1ST Source Bank
Indiana
$210K -$21.4K -544 -9%
SP
646
Successful Portfolios
Florida
$208K
LF
647
Lee Financial
Texas
$208K +$471 +12 +0.2%
AWA
648
Acorn Wealth Advisors
Michigan
$207K +$10.5K +268 +5%
CT
649
Cambridge Trust
Massachusetts
$206K -$12.6K -320 -6%
GTAM
650
Global Trust Asset Management
Florida
$200K -$3.92K -100 -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.