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Vanguard Morningstar Mid-Cap ETF
VO

239 hedge funds and large institutions have $1.88B invested in Vanguard Morningstar Mid-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 239 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

144.81% more ownership

Funds ownership: 0% → 144.81% (+145%)

14% less call options, than puts

Call options by funds: $628K | Put options by funds: $733K

Holders
239
Holders Change
+239
Holders Change %
–
% of All Funds
7.8%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
239
Increased
–
Reduced
–
Closed
–
Calls
$628K
Puts
$733K
Net Calls
-$105K
Net Calls Change
-$105K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
201
Wisconsin Capital Management
Wisconsin
$208K +$207K +8,740 New
GHA
202
GW Henssler & Associates
Georgia
$207K +$206K +8,700 New
BPB
203
Badgley, Phelps & Bell
Washington
$204K +$203K +8,580 New
ICAS
204
Investors Capital Advisory Services
Massachusetts
$201K +$201K +8,480 New
CBT
205
Central Bank & Trust
Kentucky
$196K +$195K +8,204 New
AA
206
Apriem Advisors
California
$190K +$190K +8,000 New
AWMS
207
Advocacy Wealth Management Services
Georgia
$187K +$186K +7,860 New
SMA
208
Simply Money Advisors
Ohio
$174K +$173K +7,296 New
PTC
209
Private Trust Company
Ohio
$145K +$144K +6,092 New
CFS
210
Community Financial System
New York
$138K +$138K +5,804 New
PFS
211
Penseco Financial Services
Pennsylvania
$112K +$111K +4,700 New
WA
212
WFG Advisors
Texas
$105K +$105K +4,412 New
ST
213
Stifel Trust
Missouri
$101K +$100K +4,236 New
MCM
214
Manchester Capital Management
Vermont
$95K +$94.9K +4,000 New
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$86K +$85.4K +3,600 New
Invesco
216
Invesco
Georgia
$76K +$75.9K +3,200 New
FHB
217
First Hawaiian Bank
Hawaii
$60K +$59.6K +2,512 New
AW
218
Alpha Windward
Massachusetts
$53K +$52.4K +2,208 New
BTS
219
BB&T Securities
Virginia
$43.5K +$4.34M +183,060 New
JFA
220
JNBA Financial Advisors
Minnesota
$40K +$39.5K +1,664 New
PSUF
221
People's United Financial
Connecticut
$38K +$37.9K +1,600 New
CCT
222
Capital City Trust
Florida
$37K +$37.4K +1,576 New
RFA
223
Reilly Financial Advisors
California
$35K +$34.6K +1,460 New
QAM
224
QCI Asset Management
New York
$32K +$32.3K +1,360 New
M&T Bank
225
M&T Bank
New York
$31K +$31.4K +1,324 New
6 7 8
9
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VO Hedge Fund Activity: Q2 2013 in Review

239 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mid-Cap ETF (VO) for Q2 2013, worth a combined $1.88B.

Buyers outnumbered sellers: 239 funds opened new VO positions and 0 closed out — a net gain of 239 holders — while 0 added to existing stakes and 0 trimmed.

  • 239 institutional investors held Vanguard Morningstar Mid-Cap ETF (VO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.88B of Vanguard Morningstar Mid-Cap ETF stock for Q2 2013.
  • 239 funds opened new Vanguard Morningstar Mid-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +239 holders.

Based on aggregated 13F filings for Q2 2013.