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Vanguard Mid-Cap ETF

476 hedge funds and large institutions have $6.87B invested in Vanguard Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 207 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $8M | Put options by funds: $2.92M

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

40% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 148

4% more funds holding

Funds holding: 457476 (+19)

0% less capital invested

Capital invested by funds: $6.89B → $6.87B (-$23.9M)

10.39% less ownership

Funds ownership: 207.55%197.16% (-10%)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
476
Holders Change
+19
Holders Change %
+4.16%
% of All Funds
12.7%
Holding in Top 10
43
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.42%
% of All Funds
1.15%
New
41
Increased
207
Reduced
148
Closed
18
Calls
$8M
Puts
$2.92M
Net Calls
+$5.08M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
51
O'Brien Wealth Partners
Massachusetts
$12.1M +$3.15M +102,948 +36%
US Bancorp
52
US Bancorp
Minnesota
$11.7M +$15.6K +512 +0.1%
LPL Financial
53
LPL Financial
California
$11.5M -$117M -3,837,968 -91%
AFG
54
Arkansas Financial Group
Arkansas
$11.3M -$173K -5,660 -2%
TCM
55
Twele Capital Management
Minnesota
$11M +$25.1K +820 +0.2%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$10.8M +$819K +26,804 +8%
Jane Street
57
Jane Street
New York
$10.6M +$10.5M +344,116 New
FCI
58
Financial Counselors Inc
Kansas
$10.5M +$629K +20,588 +6%
Fiera Capital (Canada)
59
Fiera Capital (Canada)
Quebec, Canada
$10.2M -$17.4K -568 -0.2%
CCM
60
Coldstream Capital Management
Washington
$10.2M +$15.8K +516 +0.2%
AF
61
Alerus Financial
North Dakota
$9.95M +$9.84M +321,952 New
VFP
62
Verus Financial Partners
Virginia
$9.82M -$118K -3,856 -1%
PAG
63
Private Advisor Group
New Jersey
$9.6M -$616K -20,148 -6%
Comerica Bank
64
Comerica Bank
Texas
$9.6M +$793K +25,940 +10%
BP
65
Ballentine Partners
Massachusetts
$9.33M -$316K -10,340 -3%
WP
66
WMS Partners
Maryland
$9.3M -$146K -4,768 -2%
BAM
67
Berkshire Asset Management
Pennsylvania
$9.18M
HFS
68
HL Financial Services
Kentucky
$9.14M -$7.58K -248 -0.1%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$9.09M +$260K +8,516 +3%
CG
70
Caprock Group
Idaho
$8.92M -$298K -9,760 -3%
NAMP
71
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.71M -$121K -3,960 -1%
RJA
72
Raymond James & Associates
Florida
$8.58M -$1.12M -36,680 -12%
WCWM
73
Wooster Corthell Wealth Management
Connecticut
$8.43M -$8.79M -287,520 -51%
BTS
74
BB&T Securities
Virginia
$7.95M -$368K -12,052 -4%
MA
75
Montag & Associates
Georgia
$7.6M +$51.7K +1,692 +0.7%

VO Hedge Fund Activity: Q2 2016 in Review

476 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2016, worth a combined $6.87B — down 0.35% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VO positions and 18 closed out — a net gain of 23 holders — while 207 added to existing stakes and 148 trimmed.

The largest buyer was UBS Group, adding an estimated $56.8M. The largest seller was Bank of America, cutting an estimated $277M.

  • 476 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2016, up from 457 in Q1 2016.
  • Funds reported $6.87B of Vanguard Mid-Cap ETF stock for Q2 2016, down 0.35% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap ETF positions in Q2 2016 and 18 closed out, a net change of +23 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2016 was UBS Group, an estimated $56.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2016 was Bank of America, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2016.