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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
PFA
101
Paradigm Financial Advisors
Missouri
$11.1M +$130K +3,320 +1%
SCM
102
SOL Capital Management
Maryland
$10.9M +$99.7K +2,540 +0.9%
BF
103
Blankinship & Foster
California
$10.6M +$24.5K +624 +0.2%
PL
104
Polianta Ltd
Jersey
$10.5M +$10.4M +266,000 New
BWFA
105
Baltimore-Washington Financial Advisors
Maryland
$10.3M -$15.5K -396 -0.2%
WCWM
106
Wooster Corthell Wealth Management
Connecticut
$10.2M -$85.9K -2,188 -0.8%
WP
107
WMS Partners
Maryland
$10.2M -$1.08M -27,404 -10%
BAM
108
Berkshire Asset Management
Pennsylvania
$9.65M +$330K +8,400 +4%
EIG
109
Ellenbecker Investment Group
Wisconsin
$9.62M -$21.5K -548 -0.2%
MM
110
Meridian Management
Arkansas
$9.57M +$613K +15,612 +7%
FA
111
Fiducient Advisors
Illinois
$9.51M -$278K -7,076 -3%
MIM
112
Miller Investment Management
Pennsylvania
$9.35M +$1.01M +25,812 +12%
MA
113
Montag & Associates
Georgia
$9.34M
UCFA
114
United Capital Financial Advisors
Texas
$9.13M -$155K -3,936 -2%
SI
115
Stephens Inc
Arkansas
$9.01M +$8.97M +228,640 New
WT
116
Whittier Trust
California
$9.01M +$1.83M +46,536 +26%
RFC
117
Regions Financial Corp
Alabama
$8.99M -$1.58M -40,204 -15%
CRC
118
Curi RMB Capital
Illinois
$8.97M +$161K +4,100 +2%
RCG
119
Ruggie Capital Group
Florida
$8.87M -$596K -15,172 -6%
VR
120
Viridian RIA
Washington
$8.87M +$345K +8,796 +4%
William Blair & Company
121
William Blair & Company
Illinois
$8.65M +$22.9K +584 +0.3%
BI
122
Ballast Inc
Kentucky
$8.64M +$182K +4,624 +2%
APSP
123
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.6M +$260K +6,620 +3%
TCM
124
Twele Capital Management
Minnesota
$8.53M -$4.55K -116 -0.1%
RWM
125
RKL Wealth Management
Pennsylvania
$8.52M +$124K +3,152 +1%

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.