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Vanguard Mid-Cap ETF

476 hedge funds and large institutions have $6.87B invested in Vanguard Mid-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 207 increasing their positions, 148 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $8M | Put options by funds: $2.92M

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

40% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 148

4% more funds holding

Funds holding: 457476 (+19)

0% less capital invested

Capital invested by funds: $6.89B → $6.87B (-$23.9M)

10.39% less ownership

Funds ownership: 207.55%197.16% (-10%)

10% less funds holding in top 10

Funds holding in top 10: 4843 (-5)

Holders
476
Holders Change
+19
Holders Change %
+4.16%
% of All Funds
12.7%
Holding in Top 10
43
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.42%
% of All Funds
1.15%
New
41
Increased
207
Reduced
148
Closed
18
Calls
$8M
Puts
$2.92M
Net Calls
+$5.08M
Net Calls Change
+$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$2.95M -$265K -8,676 -8%
EWM
152
Evercore Wealth Management
New York
$2.92M +$2.35M +76,756 +435%
IFB
153
iAB Financial Bank
Indiana
$2.89M +$66.7K +2,184 +2%
AAM
154
Autus Asset Management
Arizona
$2.85M +$191K +6,256 +7%
FAAS
155
First Allied Advisory Services
California
$2.83M -$274K -8,952 -9%
WT
156
Whittier Trust
California
$2.79M -$359K -11,756 -12%
ABFS
157
Appropriate Balance Financial Services
Washington
$2.79M +$819K +26,788 +42%
AssetMark Inc
158
AssetMark Inc
California
$2.75M +$105K +3,448 +4%
FFA
159
First Foundation Advisors
California
$2.7M +$34.6K +1,132 +1%
LIC
160
Lodestar Investment Counsel
Illinois
$2.68M +$33.7K +1,104 +1%
RFC
161
Regions Financial Corp
Alabama
$2.66M +$636K +20,800 +32%
CAN
162
Cetera Advisor Networks
California
$2.63M -$42.8K -1,400 -2%
SWP
163
Stratos Wealth Partners
Ohio
$2.63M +$337K +11,024 +15%
EC
164
Estate Counselors
Wisconsin
$2.62M
FMP
165
Financial Management Professionals
Texas
$2.62M +$12.5K +408 +0.5%
BRF
166
B. Riley Financial
California
$2.61M -$59.3K -1,940 -2%
UBV
167
United Bank (Virginia)
Virginia
$2.59M -$164K -5,372 -6%
QIM
168
Quest Investment Management
Oregon
$2.59M +$2.07M +67,660 +419%
PMG
169
ProVise Management Group
Florida
$2.59M -$132K -4,312 -5%
WA
170
Waverly Advisors
Alabama
$2.5M +$52.8K +1,728 +2%
GT
171
Glenmede Trust
Pennsylvania
$2.49M +$821K +26,852 +50%
MA
172
MUFG Americas
New York
$2.48M +$633K +20,708 +35%
HT
173
HighTower Trust
Texas
$2.47M +$2.44M +80,000 New
BJL
174
Brighton Jones LLC
Washington
$2.37M +$785K +25,684 +50%
MAM
175
Marquette Asset Management
Minnesota
$2.33M -$68.6K -2,244 -3%

VO Hedge Fund Activity: Q2 2016 in Review

476 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2016, worth a combined $6.87B — down 0.35% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new VO positions and 18 closed out — a net gain of 23 holders — while 207 added to existing stakes and 148 trimmed.

The largest buyer was UBS Group, adding an estimated $56.8M. The largest seller was Bank of America, cutting an estimated $277M.

  • 476 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2016, up from 457 in Q1 2016.
  • Funds reported $6.87B of Vanguard Mid-Cap ETF stock for Q2 2016, down 0.35% quarter-over-quarter.
  • 41 funds opened new Vanguard Mid-Cap ETF positions in Q2 2016 and 18 closed out, a net change of +23 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2016 was UBS Group, an estimated $56.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2016 was Bank of America, an estimated $277M sold.

Based on aggregated 13F filings for Q2 2016.