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Vanguard Mid-Cap ETF

449 hedge funds and large institutions have $6.29B invested in Vanguard Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 197 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

84% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 107

13% more capital invested

Capital invested by funds: $5.57B → $6.29B (+$720M)

12% more funds holding

Funds holding: 402449 (+47)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

2.09% more ownership

Funds ownership: 188.22%190.31% (+2.1%)

32% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.92M

Holders
449
Holders Change
+47
Holders Change %
+11.69%
% of All Funds
11.78%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1.15%
New
73
Increased
197
Reduced
107
Closed
21
Calls
$2.68M
Puts
$3.92M
Net Calls
-$1.24M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
176
Halbert Hargrove Global Advisors
California
$1.91M +$201K +6,596 +12%
WB
177
WesBanco Bank
West Virginia
$1.88M -$63.3K -2,076 -3%
AIM
178
Aspen Investment Management
Michigan
$1.88M -$2.44K -80 -0.1%
SEIA
179
Signature Estate & Investment Advisors
California
$1.84M +$178K +5,824 +10%
BRF
180
B. Riley Financial
California
$1.83M +$1.86M +61,084 New
HWP
181
Hefty Wealth Partners
Indiana
$1.82M +$1.85M +60,700 New
MBT
182
Montecito Bank & Trust
California
$1.82M +$61K +2,000 +3%
DSC
183
Duncker Streett & Co
Missouri
$1.79M -$40.4K -1,324 -2%
BA
184
Bristlecone Advisors
Washington
$1.75M +$1.78M +58,364 New
HSA
185
HBK Sorce Advisory
Pennsylvania
$1.74M +$185K +6,080 +12%
WB
186
Webster Bank
Connecticut
$1.74M +$1.26M +41,384 +251%
GT
187
Glenmede Trust
Pennsylvania
$1.7M -$178K -5,840 -9%
Natixis Advisors
188
Natixis Advisors
Massachusetts
$1.67M +$1.7M +55,700 New
HPBT
189
High Point Bank & Trust
North Carolina
$1.66M
CP
190
Camelot Portfolios
Ohio
$1.64M -$114K -3,752 -6%
AFP
191
Ausdal Financial Partners
Iowa
$1.6M +$1.63M +53,420 New
TRCT
192
Tower Research Capital (TRC)
New York
$1.59M +$1.62M +52,992 New
OBWP
193
O'Brien Wealth Partners
Massachusetts
$1.58M +$1.6M +52,576 New
EC
194
Estate Counselors
Wisconsin
$1.53M -$51.2K -1,680 -3%
OCM
195
One Capital Management
California
$1.53M +$80.5K +2,640 +5%
ABFS
196
Appropriate Balance Financial Services
Washington
$1.52M +$1.54M +50,600 New
RFC
197
Regions Financial Corp
Alabama
$1.52M +$773K +25,336 +100%
CCS
198
Crosspoint Capital Strategies
California
$1.51M +$1.49M +48,836 New
RJT
199
Raymond James Trust
Florida
$1.47M
HFA
200
High Falls Advisors
New York
$1.39M +$1.41M +46,328 New

VO Hedge Fund Activity: Q4 2015 in Review

449 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2015, worth a combined $6.29B — up 13% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VO positions and 21 closed out — a net gain of 52 holders — while 197 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $45.1M.

  • 449 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2015, up from 402 in Q3 2015.
  • Funds reported $6.29B of Vanguard Mid-Cap ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 73 funds opened new Vanguard Mid-Cap ETF positions in Q4 2015 and 21 closed out, a net change of +52 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $68.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2015.