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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
GSC
726
G&S Capital
Colorado
$31K
HR
727
Howe & Rusling
New York
$29K +$29.4K +748 New
JWA
728
JFS Wealth Advisors
Pennsylvania
$26K
BDWM
729
Brewin Dolphin Wealth Management
Ireland
$24.4K
1832 Asset Management
730
1832 Asset Management
Ontario, Canada
$24K
CAL
731
Capital Advisors Ltd
Ohio
$24K
KCPG
732
Kavar Capital Partners Group
Kansas
$24K
LIA
733
LS Investment Advisors
Michigan
$24K
PA
734
Perennial Advisors
New York
$23K
BCM
735
Blume Capital Management
California
$22K +$157 +4 +0.7%
AA
736
AlphaMark Advisors
Kentucky
$20K
SAM
737
Shamrock Asset Management
Texas
$20K
SWP
738
Strategic Wealth Partners
Ohio
$20K
PWAG
739
Polaris Wealth Advisory Group
California
$17K
QCIG
740
Quad-Cities Investment Group
Iowa
$17K +$16.5K +420 New
AWM
741
AllSquare Wealth Management
New York
$16K
FPFS
742
First Personal Financial Services
North Carolina
$16K
HT
743
Heritage Trust
Oklahoma
$16K
IGGA
744
Iron Gate Global Advisors
Utah
$13K +$13.3K +340 New
FGAM
745
Financial Gravity Asset Management
Texas
$12K -$57.3K -1,460 -84%
GI
746
Gradient Investments
Minnesota
$12K -$1.73K -44 -13%
GFP
747
Gryphon Financial Partners
Ohio
$12K
ACS
748
Archford Capital Strategies
Illinois
$12K +$785 +20 +7%
BRC
749
Bell Rock Capital
Delaware
$12K +$2.2K +56 +23%
CDIA
750
Capital Directions Investment Advisors
Georgia
$12K +$11.5K +292 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.