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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
FA
176
FDx Advisors
Illinois
$2.32M +$1.1K +36 +0%
BF
177
BOK Financial
Oklahoma
$2.29M +$325K +10,628 +17%
BA
178
Bristlecone Advisors
Washington
$2.29M -$43.8K -1,432 -2%
SAM
179
Sawgrass Asset Management
Florida
$2.28M -$125K -4,080 -5%
CPIG
180
Chicago Partners Investment Group
Illinois
$2.27M +$361K +11,816 +19%
HL
181
HeadInvest LLC
Maine
$2.24M +$58.7K +1,920 +3%
SBL
182
Sargent Bickham Lagudis
Colorado
$2.22M -$326K -10,652 -13%
NPC
183
National Planning Corporation
California
$2.22M -$68.9K -2,256 -3%
MCTIC
184
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.21M
WMG
185
WESCAP Management Group
California
$2.18M +$219K +7,172 +11%
WB
186
WesBanco Bank
West Virginia
$2.13M +$1.71K +56 +0.1%
HSA
187
HBK Sorce Advisory
Pennsylvania
$2.11M +$314K +10,280 +18%
LNC
188
Lincoln National Corp
Pennsylvania
$2.1M +$814K +26,636 +64%
DY
189
Dowling & Yahnke
California
$2.07M -$45.4K -1,484 -2%
HighTower Advisors
190
HighTower Advisors
Illinois
$2.06M +$276K +9,032 +16%
PCA
191
Personal Capital Advisors
California
$2.05M +$583K +19,060 +40%
GLRA
192
Gerald L. Ray & Associates
Texas
$1.96M +$413K +13,500 +27%
Barclays
193
Barclays
United Kingdom
$1.96M +$422K +13,824 +28%
DSC
194
Duncker Streett & Co
Missouri
$1.94M -$14.8K -484 -0.8%
IFAM
195
Institutional & Family Asset Management
Colorado
$1.89M +$1.87M +61,220 New
AIM
196
Aspen Investment Management
Michigan
$1.89M +$1.59K +52 +0.1%
WRM
197
Westport Resources Management
Connecticut
$1.83M -$1.06M -34,816 -37%
TBA
198
Train Babcock Advisors
New York
$1.79M -$192K -6,280 -10%
SEIA
199
Signature Estate & Investment Advisors
California
$1.79M -$160K -5,248 -8%
CIC
200
Carnegie Investment Counsel
Ohio
$1.78M +$298K +9,744 +21%

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.