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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
RCA
701
Rowland Carmichael Advisors
Arizona
$77K +$2.51K +64 +3%
PMFA
702
Plante Moran Financial Advisors
Michigan
$70K +$69.7K +1,776 New
WIM
703
Westside Investment Management
California
$60.1K
BWA
704
Burt Wealth Advisors
Maryland
$60K
IP
705
Intellectus Partners
California
$55K
ML
706
McAdam LLC
Pennsylvania
$53K +$1.88K +48 +4%
TL
707
TrueWealth LLC
Georgia
$52K +$157 +4 +0.3%
OSNBOA
708
Old Second National Bank of Aurora
Illinois
$50K
BWM
709
Baystate Wealth Management
Massachusetts
$50K +$157 +4 +0.3%
VNA
710
Valley National Advisers
Pennsylvania
$50K +$49.8K +1,268 New
BC
711
Barnett & Company
Tennessee
$47K
SMG
712
Spectrum Management Group
Indiana
$47K
LFA
713
Legacy Financial Advisors
Kentucky
$44K
AWM
714
Aevitas Wealth Management
Massachusetts
$43K +$157 +4 +0.4%
AA
715
Apriem Advisors
California
$43K +$43.2K +1,100 New
OIA
716
Optimum Investment Advisors
Illinois
$40K +$471 +12 +1%
FWM
717
Focused Wealth Management
New York
$39K -$140K -3,572 -78%
MSA
718
Marino Stram & Associates
Massachusetts
$38K +$3.92K +100 +11%
LC
719
Landaas & Company
Wisconsin
$38K +$38.3K +976 New
TIM
720
Tortoise Investment Management
New York
$37K
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$36K -$559K -14,252 -94%
FFC
722
First Financial Corp
Indiana
$33K -$15.2K -388 -32%
GWS
723
Glassman Wealth Services
Virginia
$32K
PRS
724
Pinkerton Retirement Specialists
Idaho
$32K
WT
725
Washington Trust
Rhode Island
$32K +$31.4K +800 New

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.