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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
DFIG
776
Dragon Financial & Investment Group
California
-$456K -11,828 Closed
PFS
777
Prospera Financial Services
Texas
-$429K -11,140 Closed
MFG
778
Merit Financial Group
Georgia
-$337K -10,616 Closed
RRC
779
Relaxing Retirement Coach
Massachusetts
-$365K -9,480 Closed
NDSI
780
Newman Dignan & Sheerar Inc
Rhode Island
-$324K -8,416 Closed
CW
781
CreativeOne Wealth
Kansas
-$310K -8,048 Closed
SS
782
Simplicity Solutions
Minnesota
-$274K -7,096 Closed
TCOO
783
Trust Company of Oklahoma
Oklahoma
-$255K -6,604 Closed
RWA
784
RGT Wealth Advisors
Texas
-$248K -6,424 Closed
WP
785
WealthSource Partners
California
-$229K -5,952 Closed
MWM
786
Meridian Wealth Management
Kentucky
-$216K -5,596 Closed
GJIC
787
Gamble Jones Investment Counsel
California
-$203K -5,268 Closed
EWA
788
Exencial Wealth Advisors
Oklahoma
-$200K -5,192 Closed
IIC
789
Integrated Investment Consultants
Michigan
-$170K -4,404 Closed
AIS
790
AlphaOne Investment Services
Pennsylvania
-$111K -2,888 Closed
ZB
791
Zions Bancorporation
Utah
-$108K -2,800 Closed
PS
792
Portfolio Solutions
Michigan
-$73K -1,892 Closed
POIA
793
Pin Oak Investment Advisors
Texas
-$47K -1,216 Closed
WDL
794
Well Done LLC
Michigan
-$46K -1,196 Closed
SC
795
Slow Capital
California
-$42K -1,108 Closed
1IA
796
1834 Investment Advisors
Wisconsin
-$36K -936 Closed
MCM
797
Monument Capital Management
Virginia
-$11K -308 Closed
FCAG
798
First Capital Advisors Group
New Jersey
-$9K -240 Closed
KF
799
Krilogy Financial
Missouri
-$8K -208 Closed
HFP
800
Holistic Financial Partners
Indiana
-$5K -132 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.