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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
BF
176
BOK Financial
Oklahoma
$336K +$335K +14,116 New
HNB
177
Huntington National Bank
Ohio
$332K – – –
BSB
178
Bangor Savings Bank
Maine
$332K +$331K +13,936 New
CWM
179
Concert Wealth Management
California
$329K +$324K +13,664 New
CCP
180
Clarkston Capital Partners
Michigan
$325K +$324K +13,648 New
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$315K +$315K +13,264 New
MFS
182
MSI Financial Services
Massachusetts
$298K +$298K +12,548 New
KeyBank National Association
183
KeyBank National Association
Ohio
$292K +$291K +12,268 New
TSWM
184
Triangle Securities Wealth Management
North Carolina
$291K +$290K +12,240 New
WG
185
Winchester Group
New York
$285K +$285K +12,000 New
BSW
186
Buckingham Strategic Wealth
Missouri
$282K +$281K +11,868 New
SIC
187
Sigma Investment Counselors
Michigan
$280K +$279K +11,760 New
BT
188
Beacon Trust
New Jersey
$277K +$276K +11,656 New
GG
189
Gofen & Glossberg
Illinois
$272K +$271K +11,432 New
HC
190
HHG & Company
Connecticut
$266K +$266K +11,200 New
FBT
191
Founders Bank & Trust
Michigan
$252K +$251K +10,600 New
EWM
192
Evercore Wealth Management
New York
$250K +$249K +10,500 New
EFSCE
193
Enterprise Financial Services Corp (EFSC)
Missouri
$249K +$248K +10,456 New
ABC
194
Associated Banc-Corp
Wisconsin
$246K +$245K +10,336 New
BB
195
Busey Bank
Illinois
$232K +$232K +9,780 New
CIC
196
Carnegie Investment Counsel
Ohio
$231K +$231K +9,732 New
NES
197
New England Securities
New York
$227K +$227K +9,564 New
LDB
198
Lee, Danner & Bass
Tennessee
$221K +$221K +9,300 New
NA
199
Nottingham Advisors
New York
$221K +$221K +9,300 New
DP
200
Dearborn Partners
Illinois
$211K +$211K +8,888 New
6 7
8
9 10

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.