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Vanguard Mid-Cap ETF
VO

566 hedge funds and large institutions have $8.51B invested in Vanguard Mid-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 248 increasing their positions, 128 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 18

94% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 128

28% more funds holding in top 10

Funds holding in top 10: 50 → 64 (+14)

15% more funds holding

Funds holding: 493 → 566 (+73)

14% more capital invested

Capital invested by funds: $7.46B → $8.51B (+$1.05B)

9.71% more ownership

Funds ownership: 196.34% → 206.06% (+9.7%)

18% less call options, than puts

Call options by funds: $3.92M | Put options by funds: $4.8M

Holders
566
Holders Change
+73
Holders Change %
+14.81%
% of All Funds
14.15%
Holding in Top 10
64
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+28%
% of All Funds
1.6%
New
96
Increased
248
Reduced
128
Closed
18
Calls
$3.92M
Puts
$4.8M
Net Calls
-$882K
Net Calls Change
-$5.5M

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$68.5M
2
Wells Fargo
Wells Fargo
California
+$59.9M
3
Morgan Stanley
Morgan Stanley
New York
+$57.9M
4
Creative Planning
Creative Planning
Kansas
+$55.4M
5
UBS Group
UBS Group
Switzerland
+$53.6M

Top Sellers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
-$21.9M
2
Goldman Sachs
Goldman Sachs
New York
-$14.6M
3
AA
Advisory Alpha
Michigan
-$11.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$8.24M
5
LPT
Legacy Private Trust
Wisconsin
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
176
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.14M – – –
EWM
177
Evercore Wealth Management
New York
$3.09M -$10.4K -320 -0.3%
WA
178
Waverly Advisors
Alabama
$3.08M +$62.7K +1,936 +2%
AAM
179
Autus Asset Management
Arizona
$3.04M -$14K -432 -0.5%
GC
180
Gilbert & Cook
Iowa
$3.04M +$2.99M +92,500 New
GA
181
Geneva Advisors
Illinois
$3.02M +$1.4M +43,144 +89%
DJSG
182
D.J. St. Germain
Massachusetts
$3.01M -$52.4K -1,620 -2%
EC
183
Estate Counselors
Wisconsin
$3M +$207K +6,400 +8%
FA
184
FDx Advisors
Illinois
$2.88M +$437K +13,488 +18%
FFA
185
First Foundation Advisors
California
$2.87M – – –
WT
186
Whittier Trust
California
$2.83M +$8.55K +264 +0.3%
BF
187
BOK Financial
Oklahoma
$2.81M +$35.9K +1,108 +1%
LIC
188
Lodestar Investment Counsel
Illinois
$2.78M +$212K +6,536 +8%
PMG
189
ProVise Management Group
Florida
$2.77M +$67.6K +2,088 +3%
GT
190
Glenmede Trust
Pennsylvania
$2.75M +$97.1K +3,000 +4%
HPWM
191
Highland Private Wealth Management
Washington
$2.73M +$464K +14,340 +21%
HL
192
HeadInvest LLC
Maine
$2.67M +$251K +7,760 +11%
MCTIC
193
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.67M – – –
FMP
194
Financial Management Professionals
Texas
$2.66M -$80.3K -2,480 -3%
IWMPD
195
Integrated Wealth Management (Palm Desert)
California
$2.63M +$686K +21,192 +36%
LNC
196
Lincoln National Corp
Pennsylvania
$2.59M +$244K +7,536 +11%
KIA
197
KCM Investment Advisors
California
$2.54M -$11.7K -360 -0.5%
GLA
198
Good Life Advisors
Pennsylvania
$2.49M +$2.4M +74,072 New
AA
199
Advisory Alpha
Michigan
$2.48M -$11.1M -342,780 -82%
TFA
200
Toth Financial Advisory
Virginia
$2.43M -$445K -13,760 -16%
6 7
8
9 10

VO Hedge Fund Activity: Q4 2016 in Review

566 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2016, worth a combined $8.51B — up 14% from $7.46B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VO positions and 18 closed out — a net gain of 78 holders — while 248 added to existing stakes and 128 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $68.5M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $21.9M sold.

  • 566 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2016, up from 493 in Q3 2016.
  • Funds reported $8.51B of Vanguard Mid-Cap ETF stock for Q4 2016, up 14% quarter-over-quarter.
  • 96 funds opened new Vanguard Mid-Cap ETF positions in Q4 2016 and 18 closed out, a net change of +78 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $68.5M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2016 was Morningstar Investment Services, an estimated $21.9M sold.

Based on aggregated 13F filings for Q4 2016.