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Vanguard Mid-Cap ETF
VO

364 hedge funds and large institutions have $4.32B invested in Vanguard Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 11

80% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 83

22% more capital invested

Capital invested by funds: $3.54B → $4.32B (+$777M)

15% more funds holding

Funds holding: 317 → 364 (+47)

10.23% more ownership

Funds ownership: 163.64% → 173.87% (+10%)

3% more funds holding in top 10

Funds holding in top 10: 32 → 33 (+1)

95% less call options, than puts

Call options by funds: $630K | Put options by funds: $12.2M

Holders
364
Holders Change
+47
Holders Change %
+14.83%
% of All Funds
9.7%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.88%
New
65
Increased
149
Reduced
83
Closed
11
Calls
$630K
Puts
$12.2M
Net Calls
-$11.6M
Net Calls Change
-$9.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$167M
2
Bank of America
Bank of America
North Carolina
+$77.6M
3
Morgan Stanley
Morgan Stanley
New York
+$61.9M
4
Creative Planning
Creative Planning
Kansas
+$50.9M
5
USAA
United Services Automobile Association
Texas
+$41.9M

Top Sellers

Rank Fund Capital Flow
1
WCM
Windham Capital Management
Massachusetts
-$51.7M
2
AFS
Aft Forsyth & Sober
Florida
-$17.4M
3
NEAM
New England Asset Management
Connecticut
-$11.2M
4
AssetMark Inc
AssetMark Inc
California
-$5.57M
5
SG Americas Securities
SG Americas Securities
New York
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
126
Sawgrass Asset Management
Florida
$2.41M – – –
CIM
127
Cambria Investment Management
California
$2.39M +$2.33M +77,416 New
MCTIC
128
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.35M – – –
HI
129
Horizon Investments
North Carolina
$2.33M +$112K +3,704 +5%
AAM
130
Autus Asset Management
Arizona
$2.32M +$68.2K +2,264 +3%
CFC
131
Coyle Financial Counsel
Illinois
$2.31M +$99K +3,284 +5%
FMP
132
Financial Management Professionals
Texas
$2.3M +$11.8K +392 +0.5%
FAAS
133
First Allied Advisory Services
California
$2.29M +$892K +29,592 +67%
FFS
134
Founders Financial Securities
Maryland
$2.28M +$81.5K +2,704 +4%
TRCT
135
Tower Research Capital (TRC)
New York
$2.27M -$251K -8,328 -10%
Northern Trust
136
Northern Trust
Illinois
$2.21M +$197K +6,532 +10%
GC
137
Gibson Capital
Pennsylvania
$2.15M +$400K +13,280 +24%
GT
138
Glenview Trust
Kentucky
$2.08M +$2.03M +67,508 New
DY
139
Dowling & Yahnke
California
$2.08M -$7.11K -236 -0.3%
PCM
140
Parsons Capital Management
Rhode Island
$2.07M +$114K +3,784 +6%
FSC
141
Fiduciary Services Corp
Georgia
$2.04M +$1.74M +57,836 +718%
SI
142
SII Investments
Wisconsin
$1.99M -$2.96M -98,268 -60%
PMG
143
ProVise Management Group
Florida
$1.99M +$67.5K +2,240 +4%
WB
144
WesBanco Bank
West Virginia
$1.99M +$60.5K +2,008 +3%
PGA
145
Portland Global Advisors
Maine
$1.95M – – –
CAMI
146
Concord Asset Management (Illinois)
Illinois
$1.88M +$6.63K +220 +0.4%
AIG
147
American International Group
New York
$1.85M +$65.2K +2,164 +4%
HHGA
148
Halbert Hargrove Global Advisors
California
$1.83M +$14.8K +492 +0.8%
GT
149
Glenmede Trust
Pennsylvania
$1.82M +$721K +23,924 +68%
CWA
150
Convergent Wealth Advisors
Maryland
$1.82M – – –
4 5
6
7 8

VO Hedge Fund Activity: Q4 2014 in Review

364 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2014, worth a combined $4.32B — up 22% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VO positions and 11 closed out — a net gain of 54 holders — while 149 added to existing stakes and 83 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $167M. The largest seller was Windham Capital Management, cutting an estimated $51.7M.

  • 364 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2014, up from 317 in Q3 2014.
  • Funds reported $4.32B of Vanguard Mid-Cap ETF stock for Q4 2014, up 22% quarter-over-quarter.
  • 65 funds opened new Vanguard Mid-Cap ETF positions in Q4 2014 and 11 closed out, a net change of +54 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2014 was JP Morgan Chase, an estimated $167M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2014 was Windham Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q4 2014.