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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
PCG
126
Private Capital Group
Connecticut
$8.45M -$90.1K -2,296 -1%
SWM
127
SVA Wealth Management
Wisconsin
$8.45M -$447K -11,380 -5%
PCA
128
Personal Capital Advisors
California
$8.43M +$1.38M +35,080 +20%
WTC
129
WhitTier Trust Company
Nevada
$8.39M
PFA
130
Pathway Financial Advisors
Vermont
$8.38M +$118K +3,008 +1%
JGIA
131
Jackson Grant Investment Advisers
Connecticut
$8.32M -$41K -1,044 -0.5%
CFGF
132
Compass Financial Group (Florida)
Florida
$8.27M +$141K +3,588 +2%
SWP
133
Stratos Wealth Partners
Ohio
$8M +$68.9K +1,756 +0.9%
CB
134
Cadence Bank
Mississippi
$7.95M +$651K +16,580 +9%
RW
135
REDW Wealth
New Mexico
$7.93M -$154K -3,924 -2%
AC
136
Abbrea Capital
California
$7.85M +$770K +19,604 +11%
AAMA
137
Advanced Asset Management Advisors
Ohio
$7.72M
Fiera Capital (Canada)
138
Fiera Capital (Canada)
Quebec, Canada
$7.72M -$171K -4,344 -2%
CB
139
Chemical Bank
Michigan
$7.68M +$77.6K +1,976 +1%
CS
140
Comerica Securities
Michigan
$7.56M +$351K +8,936 +5%
PFM
141
Phillips Financial Management
Indiana
$7.54M -$87.1K -2,220 -1%
WIC
142
Woodmont Investment Counsel
Tennessee
$7.49M +$230K +5,868 +3%
NHC
143
Nicholas Hoffman & Company
Georgia
$7.43M +$871K +22,184 +13%
VFP
144
Verus Financial Partners
Virginia
$7.34M -$138K -3,524 -2%
TNB
145
Thomasville National Bank
Georgia
$7.28M +$2.19M +55,880 +43%
BAMG
146
Brand Asset Management Group
Missouri
$7.25M +$7.23M +184,080 New
BFEC
147
Benjamin F. Edwards & Company
Missouri
$7.21M +$371K +9,448 +5%
WSTAM
148
Wilbanks Smith & Thomas Asset Management
Virginia
$7.12M +$4.62M +117,644 +187%
CC
149
Callan Capital
California
$6.81M -$20.1K -512 -0.3%
MCM
150
Maryland Capital Management
Maryland
$6.81M +$101K +2,584 +2%

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.