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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
PCA
651
Providence Capital Advisors
North Carolina
$196K
CBT
652
Central Bank & Trust
Kentucky
$195K
GEA
653
Glen Eagle Advisors
New Jersey
$193K +$157 +4 +0.1%
AIM
654
Acropolis Investment Management
Missouri
$190K -$24.3K -620 -11%
SHJ
655
Sharkey, Howes & Javer
Colorado
$190K
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$188K
BlackRock
657
BlackRock
New York
$188K +$84.5K +2,152 +82%
SWM
658
SeaCrest Wealth Management
New York
$181K +$20.6K +524 +13%
SMFS
659
Squar Milner Financial Services
California
$179K +$178K +4,540 New
ACA
660
Atlas Capital Advisors
Wyoming
$178K -$64.5K -1,644 -27%
CB
661
Community Bank
New York
$177K -$2.2K -56 -1%
KJWM
662
Kiley Juergens Wealth Management
Washington
$172K +$172K +4,388 New
NSB
663
Norway Savings Bank
Maine
$166K
IFAM
664
Institutional & Family Asset Management
Colorado
$166K +$36.7K +936 +29%
PFSC
665
Peoples Financial Services Corp
Pennsylvania
$165K +$11.8K +300 +8%
AP
666
Atwood & Palmer
Missouri
$163K -$393K -10,000 -71%
VC
667
Vestor Capital
Illinois
$158K -$27.6K -704 -15%
DBT
668
Dubuque Bank & Trust
Iowa
$149K -$228K -5,804 -61%
AIM
669
Arcadia Investment Management
Michigan
$149K
BCA
670
Bay Colony Advisors
Massachusetts
$149K +$148K +3,768 New
PCP
671
Proficio Capital Partners
Massachusetts
$143K
ADL
672
Asset Dedication LLC
California
$139K +$81.5K +2,076 +145%
CA
673
Crewe Advisors
Utah
$136K
RWA
674
River Wealth Advisors
Pennsylvania
$131K +$130K +3,320 New
SWPG
675
Strategic Wealth Partners Group
Illinois
$131K +$116K +2,948 +810%

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.