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Vanguard Mid-Cap ETF

766 hedge funds and large institutions have $13.1B invested in Vanguard Mid-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 322 increasing their positions, 230 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

40% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 230

8.47% more ownership

Funds ownership: 223.35%231.82% (+8.5%)

6% more capital invested

Capital invested by funds: $12.4B → $13.1B (+$705M)

1% more funds holding

Funds holding: 756766 (+10)

1% more funds holding in top 10

Funds holding in top 10: 8283 (+1)

69% less call options, than puts

Call options by funds: $1.53M | Put options by funds: $4.99M

Holders
766
Holders Change
+10
Holders Change %
+1.32%
% of All Funds
17.54%
Holding in Top 10
83
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.22%
% of All Funds
1.9%
New
55
Increased
322
Reduced
230
Closed
36
Calls
$1.53M
Puts
$4.99M
Net Calls
-$3.46M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Alerus Financial
North Dakota
$5.02M -$30.8K -784 -0.6%
HCM
177
Howard Capital Management
Georgia
$4.93M +$4.81M +122,648 New
ACM
178
Armbruster Capital Management
New York
$4.92M -$5.34K -136 -0.1%
QIM
179
Quest Investment Management
Oregon
$4.78M -$6.75K -172 -0.1%
BF
180
BOK Financial
Oklahoma
$4.73M +$366K +9,312 +8%
CA
181
Cetera Advisors
Colorado
$4.72M +$108K +2,748 +2%
UBV
182
United Bank (Virginia)
Virginia
$4.71M
RE
183
RBC Europe
United Kingdom
$4.68M +$29.8K +760 +0.6%
MCWS
184
McKinley Carter Wealth Services
West Virginia
$4.68M -$815K -20,752 -15%
EWM
185
Endurance Wealth Management
Rhode Island
$4.67M +$7.85K +200 +0.2%
FAAS
186
First Allied Advisory Services
California
$4.66M -$147K -3,752 -3%
FMC
187
First Merchants Corp
Indiana
$4.64M +$105K +2,684 +2%
FNFDCM
188
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.63M +$40.8K +1,040 +0.9%
ACI
189
Alpha Cubed Investments
California
$4.54M +$400K +10,188 +10%
VCM
190
Vivaldi Capital Management
Illinois
$4.39M -$74.7K -1,904 -2%
HIMC
191
Heritage Investors Management Corp
Maryland
$4.31M +$167K +4,260 +4%
SFA
192
Sequoia Financial Advisors
Ohio
$4.29M +$458K +11,656 +12%
CIC
193
Carnegie Investment Counsel
Ohio
$4.24M +$314K +7,992 +8%
FMP
194
Financial Management Professionals
Texas
$4.12M +$608K +15,496 +17%
OFW
195
Omnia Family Wealth
Florida
$4.06M
STMM
196
South Texas Money Management
Texas
$4.02M +$499K +12,708 +14%
PSUF
197
People's United Financial
Connecticut
$4M +$60.3K +1,536 New
JIP
198
Jaffetilchin Investment Partners
Florida
$3.99M -$95.3K -2,428 -2%
LIC
199
Lodestar Investment Counsel
Illinois
$3.98M +$84.8K +2,160 +2%
CA
200
Cornerstone Advisory
Maryland
$3.95M -$301K -7,656 -7%

VO Hedge Fund Activity: Q2 2018 in Review

766 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2018, worth a combined $13.1B — up 5.7% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VO positions and 36 closed out — a net gain of 19 holders — while 322 added to existing stakes and 230 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $80.9M.

  • 766 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2018, up from 756 in Q1 2018.
  • Funds reported $13.1B of Vanguard Mid-Cap ETF stock for Q2 2018, up 5.7% quarter-over-quarter.
  • 55 funds opened new Vanguard Mid-Cap ETF positions in Q2 2018 and 36 closed out, a net change of +19 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $218M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2018 was BNP Paribas Financial Markets, an estimated $80.9M sold.

Based on aggregated 13F filings for Q2 2018.