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Vanguard Mid-Cap ETF

449 hedge funds and large institutions have $6.29B invested in Vanguard Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 197 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

84% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 107

13% more capital invested

Capital invested by funds: $5.57B → $6.29B (+$720M)

12% more funds holding

Funds holding: 402449 (+47)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

2.09% more ownership

Funds ownership: 188.22%190.31% (+2.1%)

32% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.92M

Holders
449
Holders Change
+47
Holders Change %
+11.69%
% of All Funds
11.78%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1.15%
New
73
Increased
197
Reduced
107
Closed
21
Calls
$2.68M
Puts
$3.92M
Net Calls
-$1.24M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HIMC
126
Heritage Investors Management Corp
Maryland
$3.33M -$43.9K -1,440 -1%
CFC
127
Coyle Financial Counsel
Illinois
$3.33M +$992K +32,504 +41%
KIA
128
KCM Investment Advisors
California
$3.23M -$11.8K -388 -0.4%
CWM
129
Cranbrook Wealth Management
Michigan
$3.21M -$70.3K -2,304 -2%
BWP
130
BSW Wealth Partners
Colorado
$3.17M +$3.23M +105,744 New
Northern Trust
131
Northern Trust
Illinois
$2.99M -$422K -13,848 -12%
SIC
132
Salem Investment Counselors
North Carolina
$2.99M +$264K +8,664 +10%
WT
133
Whittier Trust
California
$2.94M +$14K +460 +0.5%
ICOA
134
Investment Centers of America
North Dakota
$2.9M +$312K +10,216 +12%
CA
135
Cetera Advisors
Colorado
$2.86M +$326K +10,680 +13%
BWFA
136
Baltimore-Washington Financial Advisors
Maryland
$2.85M -$327K -10,704 -10%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$2.84M +$2.89M +94,708 New
EFS
138
Edelman Financial Services
Virginia
$2.81M +$2.57M +84,392 +918%
FWM
139
Focused Wealth Management
New York
$2.79M -$62.6K -2,052 -2%
FAAS
140
First Allied Advisory Services
California
$2.79M -$86.5K -2,836 -3%
FNFDCM
141
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.75M +$90K +2,952 +3%
AA
142
Alesco Advisors
New York
$2.74M +$1.2M +39,420 +76%
IFB
143
iAB Financial Bank
Indiana
$2.74M +$12.2K +400 +0.4%
CA
144
Cornerstone Advisory
Maryland
$2.71M +$2.75M +90,312 New
MFT
145
Moisand Fitzgerald Tamayo
Florida
$2.65M +$2.7M +88,372 New
FFA
146
First Foundation Advisors
California
$2.63M +$1.61M +52,924 +153%
MAM
147
Marquette Asset Management
Minnesota
$2.61M -$556K -18,216 -17%
MCM
148
Manchester Capital Management
Vermont
$2.6M +$2.09M +68,668 +385%
WA
149
Waverly Advisors
Alabama
$2.59M -$83.8K -2,748 -3%
GT
150
Glenview Trust
Kentucky
$2.54M +$2.58M +84,648 New

VO Hedge Fund Activity: Q4 2015 in Review

449 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2015, worth a combined $6.29B — up 13% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VO positions and 21 closed out — a net gain of 52 holders — while 197 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $45.1M.

  • 449 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2015, up from 402 in Q3 2015.
  • Funds reported $6.29B of Vanguard Mid-Cap ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 73 funds opened new Vanguard Mid-Cap ETF positions in Q4 2015 and 21 closed out, a net change of +52 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $68.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2015.