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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
SNT
676
Security National Trust
West Virginia
$126K
WA
677
WP Advisors
California
$124K +$124K +3,148 New
KBFS
678
Kohmann Bosshard Financial Services
Ohio
$121K
PW
679
Price Wealth
Texas
$121K
AF
680
Allworth Financial
California
$120K +$16.5K +420 +16%
WF
681
WealthTrust Fairport
Ohio
$117K -$35.2K -896 -23%
PCM
682
Princeton Capital Management
New Jersey
$113K
SAS
683
Stelac Advisory Services
New York
$110K
BEAM
684
Baker Ellis Asset Management
Washington
$110K +$110K +2,800 New
KPCM
685
Kings Point Capital Management
New York
$108K
LWCFA
686
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K +$58.4K +1,488 +124%
S
687
SignatureFD
Georgia
$102K +$9.73K +248 +11%
YWP
688
YorkBridge Wealth Partners
New York
$99K
TCOV
689
Trust Company of Vermont
Vermont
$99K +$2.35K +60 +2%
CB
690
CNB Bank
Pennsylvania
$97K
WAM
691
Watermark Asset Management
California
$92K +$314 +8 +0.3%
CAC
692
Certified Advisory Corp
Florida
$90K +$21K +536 +31%
CWA
693
Clarus Wealth Advisors
Arizona
$89K +$90.3K +2,300 New
HDIM
694
Hanson & Doremus Investment Management
Vermont
$86K
BCWM
695
Bartlett & Co Wealth Management
Ohio
$85.4K -$39.3K -1,000 -32%
BFC
696
Bedel Financial Consulting
Indiana
$85K -$45.7K -1,164 -35%
BC
697
Bartlett & Co
Ohio
$85K -$39.3K -1,000 -32%
DWM
698
Destination Wealth Management
California
$84K +$83.4K +2,124 New
JCM
699
Jacobi Capital Management
Pennsylvania
$79K +$314 +8 +0.4%
NWM
700
Northwest Wealth Management
Iowa
$78K -$28.6K -728 -27%

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.