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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
ME
76
McIlrath & Eck
Washington
$14.6M -$586K -14,928 -4%
SCA
77
Spearhead Capital Advisors
Florida
$14.5M -$7.41M -188,820 -34%
SDWMA
78
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.4M +$1.55M +39,484 +12%
HFS
79
HL Financial Services
Kentucky
$14.1M -$84.6K -2,156 -0.6%
CPIG
80
Chicago Partners Investment Group
Illinois
$14.1M +$218K +5,564 +2%
M&T Bank
81
M&T Bank
New York
$13.6M +$127K +3,224 +0.9%
FIA
82
Foundations Investment Advisors
Arizona
$13.6M +$13.5M +344,568 New
PAG
83
Private Advisor Group
New Jersey
$13.4M -$2.37M -60,380 -15%
FFS
84
Founders Financial Securities
Maryland
$13.3M -$2.62M -66,764 -16%
HI
85
Horizon Investments
North Carolina
$13.3M -$2.63M -67,000 -17%
Brown Advisory
86
Brown Advisory
Maryland
$13.2M -$1.3M -33,208 -9%
Comerica Bank
87
Comerica Bank
Texas
$13M -$515K -13,120 -4%
Mariner
88
Mariner
Kansas
$13M +$299K +7,616 +2%
MCM
89
Manchester Capital Management
Vermont
$12.9M +$423K +10,764 +3%
JFA
90
JNBA Financial Advisors
Minnesota
$12.9M -$218K -5,544 -2%
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$12.8M -$95.5K -2,432 -0.7%
AFG
92
Arkansas Financial Group
Arkansas
$12.5M -$567K -14,448 -4%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$12.3M +$1.03M +26,216 +9%
CG
94
Caprock Group
Idaho
$12.3M +$368K +9,376 +3%
BP
95
Ballentine Partners
Massachusetts
$12M -$335K -8,524 -3%
GA
96
Greytown Advisors
Florida
$11.7M +$1.15M +29,208 +11%
CWM
97
Cranbrook Wealth Management
Michigan
$11.7M +$57.3K +1,460 +0.5%
PFPT
98
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.6M -$125K -3,196 -1%
Jane Street
99
Jane Street
New York
$11.2M +$7.22M +183,996 +184%
NAMP
100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.2M +$215K +5,480 +2%

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.