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Vanguard Mid-Cap ETF

309 hedge funds and large institutions have $2.95B invested in Vanguard Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.04M

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

84% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 75

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

11% more capital invested

Capital invested by funds: $2.66B → $2.95B (+$294M)

6% more funds holding

Funds holding: 291309 (+18)

2.34% more ownership

Funds ownership: 152.4%154.74% (+2.3%)

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
8.92%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.95%
New
35
Increased
138
Reduced
75
Closed
14
Calls
$2.69M
Puts
$1.04M
Net Calls
+$1.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Aspen Investment Management
Michigan
$1.59M -$12.9K -464 -0.8%
HPBT
127
High Point Bank & Trust
North Carolina
$1.57M
DSC
128
Duncker Streett & Co
Missouri
$1.57M +$43.6K +1,572 +3%
AAM
129
Autus Asset Management
Arizona
$1.56M +$116K +4,180 +8%
WB
130
WesBanco Bank
West Virginia
$1.54M +$112K +4,052 +8%
CCMH
131
Cornerstone Capital Management Holdings
New York
$1.53M +$244K +8,800 +19%
RIA
132
Regal Investment Advisors
Michigan
$1.51M -$280K -10,088 -16%
FAAS
133
First Allied Advisory Services
California
$1.51M +$18.8K +676 +1%
ACM
134
Advisors Capital Management
New Jersey
$1.49M +$48.1K +1,732 +3%
ICOA
135
Investment Centers of America
North Dakota
$1.44M +$797K +28,712 +105%
CP
136
Camelot Portfolios
Ohio
$1.38M -$136K -4,900 -9%
WP
137
WMS Partners
Maryland
$1.32M +$172K +6,200 +15%
EA
138
Elm Advisors
California
$1.22M +$40K +1,440 +3%
CFB
139
Cullen/Frost Bankers
Texas
$1.2M -$3.33K -120 -0.3%
CBU
140
CIBC Bank USA
Illinois
$1.16M +$41.6K +1,500 +4%
SEIA
141
Signature Estate & Investment Advisors
California
$1.12M +$192K +6,924 +21%
TBA
142
Train Babcock Advisors
New York
$1.12M +$11.1K +400 +1%
CAMI
143
Concord Asset Management (Illinois)
Illinois
$1.11M +$47.5K +1,712 +5%
GLRA
144
Gerald L. Ray & Associates
Texas
$1.1M +$5.55K +200 +0.5%
HL
145
HeadInvest LLC
Maine
$1.08M +$27.8K +1,000 +3%
SCA
146
Stillwater Capital Advisors
Pennsylvania
$1.05M
DHFB
147
Dixon Hubard Feinour & Brown
Virginia
$1.01M +$229K +8,240 +30%
PMG
148
ProVise Management Group
Florida
$1.01M +$71K +2,560 +8%
FA
149
FDx Advisors
Illinois
$1.01M +$535K +19,292 +120%
AIM
150
Acropolis Investment Management
Missouri
$997K +$975K +35,120 New

VO Hedge Fund Activity: Q1 2014 in Review

309 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2014, worth a combined $2.95B — up 11% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VO positions and 14 closed out — a net gain of 21 holders — while 138 added to existing stakes and 75 trimmed.

The largest buyer was Raytheon Master Pension Trust, opening a new position worth an estimated $59M. The largest seller was PNC Financial Services Group, cutting an estimated $11.1M.

  • 309 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2014, up from 291 in Q4 2013.
  • Funds reported $2.95B of Vanguard Mid-Cap ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap ETF positions in Q1 2014 and 14 closed out, a net change of +21 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2014 was Raytheon Master Pension Trust, an estimated $59M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2014 was PNC Financial Services Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2014.