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Vanguard Morningstar Mid-Cap ETF
VO

239 hedge funds and large institutions have $1.88B invested in Vanguard Morningstar Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 239 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

144.81% more ownership

Funds ownership: 0% → 144.81% (+145%)

14% less call options, than puts

Call options by funds: $628K | Put options by funds: $733K

Holders
239
Holders Change
+239
Holders Change %
–
% of All Funds
7.8%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
239
Increased
–
Reduced
–
Closed
–
Calls
$628K
Puts
$733K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
51
Pittenger & Anderson Inc
Nebraska
$4.12M +$4.1M +173,020 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$4.1M +$4.09M +172,312 New
BBA
53
BLB&B Advisors
Pennsylvania
$3.47M +$3.46M +145,984 New
KIA
54
KCM Investment Advisors
California
$3.42M +$3.42M +144,000 New
JWM
55
Jacobus Wealth Management
Wisconsin
$3.4M +$3.39M +143,000 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$3.35M +$3.34M +140,668 New
Jones Financial Companies
57
Jones Financial Companies
Missouri
$3.16M +$3.15M +132,940 New
B
58
BancorpSouth
Mississippi
$3.12M +$3.11M +131,304 New
NIM
59
Northeast Investment Management
Massachusetts
$3.03M +$3.03M +127,576 New
B
60
Baird
Wisconsin
$2.97M +$2.96M +125,008 New
CC
61
Callan Capital
California
$2.97M +$2.96M +124,744 New
LWI
62
Long Wharf Investors
Massachusetts
$2.92M +$2.92M +122,932 New
MAM
63
Marquette Asset Management
Minnesota
$2.92M +$2.91M +122,536 New
HIMC
64
Heritage Investors Management Corp
Maryland
$2.78M +$2.77M +116,748 New
JIC
65
Joel Isaacson & Co
New York
$2.74M +$2.73M +115,204 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$2.57M +$2.56M +107,888 New
JMPWA
67
JP Morgan Private Wealth Advisors
California
$2.52M +$2.51M +105,936 New
MCM
68
Maryland Capital Management
Maryland
$2.49M +$2.48M +104,604 New
CCM
69
Covington Capital Management
California
$2.34M +$2.33M +98,360 New
WTC
70
WhitTier Trust Company
Nevada
$2.32M +$2.32M +97,620 New
WA
71
Waverly Advisors
Alabama
$2.27M +$2.26M +95,212 New
HHGA
72
Halbert Hargrove Global Advisors
California
$2.22M +$2.22M +93,452 New
BBHC
73
Brown Brothers Harriman & Co
New York
$2.15M +$2.15M +90,480 New
SCG
74
Strategic Capital Group
Washington
$2.14M +$2.13M +89,912 New
IFB
75
iAB Financial Bank
Indiana
$2.06M +$2.05M +86,600 New
1 2
3
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VO Hedge Fund Activity: Q2 2013 in Review

239 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2013, worth a combined $1.88B.

Buyers outnumbered sellers: 239 funds opened new VO positions and 0 closed out — a net gain of 239 holders — while 0 added to existing stakes and 0 trimmed.

  • 239 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.88B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2013.
  • 239 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +239 holders.

Based on aggregated 13F filings for Q2 2013.