Vanguard Mid-Cap ETF
309 hedge funds and large institutions have $3.3B invested in Vanguard Mid-Cap ETF in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 138 increasing their positions, 83 reducing their positions, and 20 closing their positions.
238% more call options, than puts
Call options by funds: $3.98M | Put options by funds: $1.18M
66% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 83
12% more capital invested
Capital invested by funds: $2.95B → $3.3B (+$348M)
10% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 20
4.33% more ownership
Funds ownership: 154.74% → 159.07% (+4.3%)
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
0% more funds holding
Funds holding: 309 → 309 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$77.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$41.9M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$32.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$25.9M |
| 5 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$60.3M |
| 2 |
PSW
Portfolio Strategies (Washington)
Tacoma,
Washington
|
-$7.84M |
| 3 |
Bank of New York Mellon
New York
|
-$5.57M |
| 4 |
SG Americas Securities
New York
|
-$4.24M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.15M |
VO Hedge Fund Activity: Q2 2014 in Review
309 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2014, worth a combined $3.3B — up 12% from $2.95B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VO positions and 20 closed out — a net gain of 2 holders — while 138 added to existing stakes and 83 trimmed.
The largest buyer was Bank of America, adding an estimated $77.2M. The largest seller was Raytheon Master Pension Trust, exiting entirely with an estimated $60.3M sold.
- 309 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $3.3B of Vanguard Mid-Cap ETF stock for Q2 2014, up 12% quarter-over-quarter.
- 22 funds opened new Vanguard Mid-Cap ETF positions in Q2 2014 and 20 closed out, a net change of +2 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q2 2014 was Bank of America, an estimated $77.2M added.
- The largest Vanguard Mid-Cap ETF seller in Q2 2014 was Raytheon Master Pension Trust, an estimated $60.3M sold.
Based on aggregated 13F filings for Q2 2014.