Vanguard Mid-Cap ETF
291 hedge funds and large institutions have $2.66B invested in Vanguard Mid-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 127 increasing their positions, 54 reducing their positions, and 11 closing their positions.
436% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 11
135% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 54
33% more funds holding in top 10
Funds holding in top 10: 21 → 28 (+7)
18% more funds holding
Funds holding: 247 → 291 (+44)
17% more capital invested
Capital invested by funds: $2.27B → $2.66B (+$383M)
4.27% more ownership
Funds ownership: 148.13% → 152.4% (+4.3%)
54% less call options, than puts
Call options by funds: $429K | Put options by funds: $935K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$49.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30M |
| 3 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$24.4M |
| 4 |
Morgan Stanley
New York
|
+$16.4M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$9.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.5M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.48M |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
-$4.15M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.62M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$2.32M |
VO Hedge Fund Activity: Q4 2013 in Review
291 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2013, worth a combined $2.66B — up 17% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new VO positions and 11 closed out — a net gain of 48 holders — while 127 added to existing stakes and 54 trimmed.
The largest buyer was Creative Planning, adding an estimated $49.9M. The largest seller was Deutsche Bank, cutting an estimated $39.5M.
- 291 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2013, up from 247 in Q3 2013.
- Funds reported $2.66B of Vanguard Mid-Cap ETF stock for Q4 2013, up 17% quarter-over-quarter.
- 59 funds opened new Vanguard Mid-Cap ETF positions in Q4 2013 and 11 closed out, a net change of +48 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q4 2013 was Creative Planning, an estimated $49.9M added.
- The largest Vanguard Mid-Cap ETF seller in Q4 2013 was Deutsche Bank, an estimated $39.5M sold.
Based on aggregated 13F filings for Q4 2013.