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Vanguard Mid-Cap ETF

309 hedge funds and large institutions have $2.95B invested in Vanguard Mid-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 138 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.04M

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

84% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 75

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

11% more capital invested

Capital invested by funds: $2.66B → $2.95B (+$294M)

6% more funds holding

Funds holding: 291309 (+18)

2.34% more ownership

Funds ownership: 152.4%154.74% (+2.3%)

Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
8.92%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.95%
New
35
Increased
138
Reduced
75
Closed
14
Calls
$2.69M
Puts
$1.04M
Net Calls
+$1.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
176
Benjamin F. Edwards & Company
Missouri
$766K -$82.1K -2,960 -10%
CWM
177
Concert Wealth Management
California
$763K -$26.4K -952 -3%
PA
178
Pinnacle Associates
New York
$754K
CIC
179
Cornercap Investment Counsel
Georgia
$753K
KFS
180
KMS Financial Services
Washington
$744K +$167K +6,004 +30%
WT
181
Whittier Trust
California
$739K -$113K -4,088 -14%
MAA
182
Managed Account Advisors
New Jersey
$725K +$709K +25,548 New
BFA
183
Bragg Financial Advisors
North Carolina
$714K -$9.44K -340 -1%
ABC
184
Associated Banc-Corp
Wisconsin
$712K +$14.2K +512 +2%
KWMG
185
King Wealth Management Group
Florida
$711K +$267K +9,612 +62%
ST
186
Spinnaker Trust
Maine
$701K +$35.6K +1,284 +5%
HS
187
Huntington Steele
Pennsylvania
$698K
MFS
188
MSI Financial Services
Massachusetts
$679K -$227K -8,168 -25%
CAN
189
Cetera Advisor Networks
California
$670K -$4.22K -152 -0.6%
GA
190
Geneva Advisors
Illinois
$652K +$637K +22,960 New
UBS AM
191
UBS AM
Illinois
$648K -$5.22K -188 -0.8%
MPAM
192
Murphy Pohlad Asset Management
Minnesota
$638K
LW
193
Linscomb Wealth
Texas
$634K -$9.21K -332 -1%
LFG
194
LifePlan Financial Group
Ohio
$620K +$53.8K +1,940 +10%
WA
195
WFG Advisors
Texas
$609K +$407K +14,660 +216%
ICAS
196
Investors Capital Advisory Services
Massachusetts
$603K +$162K +5,836 +38%
DADC
197
D.A. Davidson & Co
Montana
$577K +$10.2K +368 +2%
DAS
198
Dynamic Advisor Solutions
Arizona
$576K +$81.9K +2,952 +17%
AWA
199
ARS Wealth Advisors
Florida
$573K +$117K +4,232 +27%
FAAM
200
First Allied Asset Management
California
$557K +$186K +6,708 +52%

VO Hedge Fund Activity: Q1 2014 in Review

309 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2014, worth a combined $2.95B — up 11% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VO positions and 14 closed out — a net gain of 21 holders — while 138 added to existing stakes and 75 trimmed.

The largest buyer was Raytheon Master Pension Trust, opening a new position worth an estimated $59M. The largest seller was PNC Financial Services Group, cutting an estimated $11.1M.

  • 309 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2014, up from 291 in Q4 2013.
  • Funds reported $2.95B of Vanguard Mid-Cap ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 35 funds opened new Vanguard Mid-Cap ETF positions in Q1 2014 and 14 closed out, a net change of +21 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2014 was Raytheon Master Pension Trust, an estimated $59M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2014 was PNC Financial Services Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2014.