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Vanguard Morningstar Mid-Cap ETF
VO

239 hedge funds and large institutions have $1.88B invested in Vanguard Morningstar Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 239 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

144.81% more ownership

Funds ownership: 0% → 144.81% (+145%)

14% less call options, than puts

Call options by funds: $628K | Put options by funds: $733K

Holders
239
Holders Change
+239
Holders Change %
–
% of All Funds
7.8%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
239
Increased
–
Reduced
–
Closed
–
Calls
$628K
Puts
$733K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
151
Brinker Capital Investments
Pennsylvania
$515K +$514K +21,672 New
AWA
152
AmeriServ Wealth Advisors
Pennsylvania
$504K +$503K +21,200 New
ST
153
Spinnaker Trust
Maine
$502K +$500K +21,100 New
OC
154
Oppenheimer & Co
New York
$497K +$496K +20,900 New
SBH
155
Segall Bryant & Hamill
Illinois
$479K +$478K +20,152 New
BJL
156
Brighton Jones LLC
Washington
$463K +$462K +19,472 New
LFG
157
LifePlan Financial Group
Ohio
$460K +$458K +19,320 New
PFA
158
Pure Financial Advisors
California
$438K +$436K +18,404 New
DC
159
Davenport & Co
Virginia
$435K +$434K +18,300 New
BFO
160
Boston Family Office
Massachusetts
$434K +$432K +18,228 New
HTC
161
Haverford Trust Company
Pennsylvania
$409K +$408K +17,192 New
MA
162
MUFG Americas
New York
$409K +$408K +17,200 New
DADC
163
D.A. Davidson & Co
Montana
$405K +$405K +17,064 New
UCFA
164
United Capital Financial Advisors
Texas
$383K +$382K +16,116 New
SHA
165
Smith Hayes Advisers
Nebraska
$381K +$379K +16,000 New
WA
166
WBH Advisory
Maryland
$375K +$374K +15,768 New
MSS
167
Mitchell Sinkler & Starr
Pennsylvania
$375K +$374K +15,780 New
CFB
168
Cullen/Frost Bankers
Texas
$369K +$368K +15,528 New
OA
169
Oxbow Advisors
Texas
$362K +$360K +15,200 New
SNT
170
Security National Trust
West Virginia
$362K +$360K +15,200 New
EVM
171
Eaton Vance Management
Massachusetts
$356K +$355K +14,980 New
EFS
172
Edelman Financial Services
Virginia
$349K +$348K +14,656 New
BFA
173
Beaumont Financial Advisors
Massachusetts
$345K +$344K +14,492 New
KFS
174
KMS Financial Services
Washington
$342K +$340K +14,348 New
RJT
175
Raymond James Trust
Florida
$337K +$336K +14,160 New
5 6
7
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VO Hedge Fund Activity: Q2 2013 in Review

239 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2013, worth a combined $1.88B.

Buyers outnumbered sellers: 239 funds opened new VO positions and 0 closed out — a net gain of 239 holders — while 0 added to existing stakes and 0 trimmed.

  • 239 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.88B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2013.
  • 239 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +239 holders.

Based on aggregated 13F filings for Q2 2013.