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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
UCFA
76
United Capital Financial Advisors
Texas
$7.59M -$447K -14,616 -6%
AG
77
Advisor Group
Arizona
$7.58M +$7.5M +245,464 New
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.41M +$229K +7,488 +3%
SWM
79
SVA Wealth Management
Wisconsin
$7.21M -$16.4K -536 -0.2%
M&T Bank
80
M&T Bank
New York
$7.2M -$706K -23,088 -9%
FFS
81
Founders Financial Securities
Maryland
$6.96M +$1.2M +39,328 +21%
HI
82
Horizon Investments
North Carolina
$6.95M +$1.13M +36,980 +20%
ACM
83
Aviance Capital Management
Florida
$6.91M +$229K +7,488 +3%
Brown Advisory
84
Brown Advisory
Maryland
$6.85M -$49.8K -1,628 -0.7%
Mariner
85
Mariner
Kansas
$6.84M +$2.59M +84,776 +62%
PFM
86
Phillips Financial Management
Indiana
$6.82M -$318K -10,412 -5%
PFA
87
Paradigm Financial Advisors
Missouri
$6.8M +$484K +15,844 +8%
FWP
88
Fiduciary Wealth Partners
Massachusetts
$6.78M -$5.62K -184 -0.1%
WTC
89
WhitTier Trust Company
Nevada
$6.71M -$24.4K -800 -0.4%
JFA
90
JNBA Financial Advisors
Minnesota
$6.66M +$4.88M +159,528 +285%
SCM
91
SOL Capital Management
Maryland
$6.59M +$735K +24,040 +13%
JWM
92
Jacobus Wealth Management
Wisconsin
$6.34M +$44.6K +1,460 +0.7%
JGIA
93
Jackson Grant Investment Advisers
Connecticut
$6.25M +$32.8K +1,072 +0.5%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$6.11M -$718K -23,500 -11%
RCG
95
Ruggie Capital Group
Florida
$6M +$1.14M +37,184 +24%
WIC
96
Woodmont Investment Counsel
Tennessee
$5.99M -$59.3K -1,940 -1%
FHA
97
First Horizon Advisors
Tennessee
$5.96M -$5.82M -190,584 -50%
TNBTD
98
Trustmark National Bank Trust Department
Mississippi
$5.9M -$810K -26,520 -12%
Citigroup
99
Citigroup
New York
$5.89M -$1.33M -43,656 -19%
CCM
100
Covington Capital Management
California
$5.79M +$32.4K +1,060 +0.6%

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.