Vanguard Mid-Cap ETF
756 hedge funds and large institutions have $12.4B invested in Vanguard Mid-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 320 increasing their positions, 247 reducing their positions, and 52 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 320 | Existing positions reduced: 247
25% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 52
9.32% more ownership
Funds ownership: 214.03% → 223.35% (+9.3%)
6% more capital invested
Capital invested by funds: $11.7B → $12.4B (+$718M)
1% more funds holding
Funds holding: 749 → 756 (+7)
2% less funds holding in top 10
Funds holding in top 10: 84 → 82 (-2)
56% less call options, than puts
Call options by funds: $1.9M | Put options by funds: $4.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$474M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$97.5M |
| 3 |
JP Morgan Chase
New York
|
+$89M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$83.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$72.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$76.7M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$51.4M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$29.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$24.8M |
| 5 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$22.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWP
801
Icon Wealth Partners
Houston,
Texas
| – | -$21K | -540 | Closed |
|
|
CG
802
Cutler Group
San Francisco,
California
| – | -$19.1K | -484 | Closed |
|
|
IP
803
Isthmus Partners
Madison,
Wisconsin
| – | -$17K | -432 | Closed |
|
804
Simplex Trading
Chicago,
Illinois
| – | -$15K | -408 | Closed |
|
|
FFG
805
Ford Financial Group
Fresno,
California
| – | -$14K | -360 | Closed |
|
|
LC
806
Landaas & Company
Milwaukee,
Wisconsin
| – | -$9K | -244 | Closed |
|
|
CT
807
Clearstead Trust
Portland,
Maine
| – | -$6K | -164 | Closed |
|
|
CWM
808
Catamount Wealth Management
Westport,
Connecticut
| – | -$4K | -96 | Closed |
|
|
CAGAS
809
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | +$472 | +12 | New |
|
VO Hedge Fund Activity: Q1 2018 in Review
756 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2018, worth a combined $12.4B — up 6.1% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VO positions and 52 closed out — a net gain of 13 holders — while 320 added to existing stakes and 247 trimmed.
The largest buyer was Deutsche Bank, opening a new position worth an estimated $474M. The largest seller was Wells Fargo, cutting an estimated $76.7M.
- 756 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2018, up from 749 in Q4 2017.
- Funds reported $12.4B of Vanguard Mid-Cap ETF stock for Q1 2018, up 6.1% quarter-over-quarter.
- 65 funds opened new Vanguard Mid-Cap ETF positions in Q1 2018 and 52 closed out, a net change of +13 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q1 2018 was Deutsche Bank, an estimated $474M added.
- The largest Vanguard Mid-Cap ETF seller in Q1 2018 was Wells Fargo, an estimated $76.7M sold.
Based on aggregated 13F filings for Q1 2018.