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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
GBBWRPM
751
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K
LWA
752
Lenox Wealth Advisors
New York
$9K
HCM
753
Highlander Capital Management
New Jersey
$8K
HCC
754
Hirtle Callaghan & Co
Pennsylvania
$7K
LYV
755
Live Your Vision
Pennsylvania
$7K
TFO
756
Tarbox Family Office
California
$7K
AIP
757
Ameritas Investment Partners
Nebraska
$6K
KTC
758
Kistler-Tiffany Companies
Pennsylvania
$6K
PFBT
759
Parkside Financial Bank & Trust
Missouri
$6K
CT
760
Clearstead Trust
Maine
$6K +$6.44K +164 New
Barclays
761
Barclays
United Kingdom
$4K +$157 +4 +4%
SIS
762
Sound Income Strategies
Florida
$3K
PMG
763
ProVise Management Group
Florida
$2.92K -$228K -5,800 -7%
ECM
764
Exchange Capital Management
Michigan
$2K
PGWM
765
Parisi Gray Wealth Management
New Jersey
$2K
PCIA
766
Prime Capital Investment Advisors
Kansas
$2K +$1.57K +40 New
NA
767
NewEdge Advisors
Louisiana
$1.66K +$192K +4,884 +13%
FRA
768
Front Row Advisors
California
$12 +$9.42K +240 +429%
CNBT
769
Canandaigua National Bank & Trust
New York
-$9.86M -255,812 Closed
CAN
770
Cetera Advisor Networks
California
-$4.97M -128,816 Closed
GT
771
Glenmede Trust
Pennsylvania
-$4.23M -109,368 Closed
Susquehanna International Group
772
Susquehanna International Group
Pennsylvania
-$3.66M -93,196 Closed
A
773
AdvicePeriod
California
-$2.75M -71,252 Closed
AFA
774
Arlington Financial Advisors
California
-$1.69M -43,724 Closed
FTIOP
775
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$1.04M -26,960 Closed

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.