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Vanguard Morningstar Mid-Cap ETF
VO

239 hedge funds and large institutions have $1.88B invested in Vanguard Morningstar Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 239 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

144.81% more ownership

Funds ownership: 0% → 144.81% (+145%)

14% less call options, than puts

Call options by funds: $628K | Put options by funds: $733K

Holders
239
Holders Change
+239
Holders Change %
–
% of All Funds
7.8%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
239
Increased
–
Reduced
–
Closed
–
Calls
$628K
Puts
$733K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
101
Financial Counselors Inc
Kansas
$1.26M +$1.26M +52,972 New
SI
102
SII Investments
Wisconsin
$1.23M +$1.22M +51,568 New
WB
103
WesBanco Bank
West Virginia
$1.19M +$1.18M +49,888 New
WCWM
104
Wooster Corthell Wealth Management
Connecticut
$1.17M +$1.17M +49,268 New
PCM
105
Parsons Capital Management
Rhode Island
$1.14M +$1.13M +47,780 New
CP
106
Camelot Portfolios
Ohio
$1.12M +$1.12M +47,220 New
FAAS
107
First Allied Advisory Services
California
$1.05M +$1.05M +44,176 New
NPC
108
National Planning Corporation
California
$1M +$995K +41,944 New
HI
109
Horizon Investments
North Carolina
$998K +$995K +41,960 New
CNB
110
City National Bank
California
$991K +$989K +41,680 New
Deutsche Bank
111
Deutsche Bank
Germany
$952K +$950K +40,072 New
TBA
112
Train Babcock Advisors
New York
$928K +$925K +39,000 New
WP
113
WMS Partners
Maryland
$914K +$911K +38,412 New
MWM
114
Modera Wealth Management
New Jersey
$912K +$909K +38,332 New
FNFDCM
115
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$904K +$901K +38,000 New
ICOA
116
Investment Centers of America
North Dakota
$880K +$877K +36,984 New
AAM
117
Autus Asset Management
Arizona
$872K +$870K +36,680 New
WT
118
Whittier Trust
California
$810K +$808K +34,060 New
AIG
119
American International Group
New York
$791K +$789K +33,248 New
HL
120
HeadInvest LLC
Maine
$776K +$774K +32,640 New
CDH
121
Charles D. Hyman
$771K +$768K +32,400 New
GLRA
122
Gerald L. Ray & Associates
Texas
$756K +$754K +31,800 New
PMG
123
ProVise Management Group
Florida
$743K +$741K +31,252 New
DJSG
124
D.J. St. Germain
Massachusetts
$741K +$739K +31,160 New
ZF
125
Zhang Financial
Michigan
$709K +$707K +29,820 New
3 4
5
6 7

VO Hedge Fund Activity: Q2 2013 in Review

239 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2013, worth a combined $1.88B.

Buyers outnumbered sellers: 239 funds opened new VO positions and 0 closed out — a net gain of 239 holders — while 0 added to existing stakes and 0 trimmed.

  • 239 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.88B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2013.
  • 239 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +239 holders.

Based on aggregated 13F filings for Q2 2013.