Vanguard Mid-Cap ETF
247 hedge funds and large institutions have $2.27B invested in Vanguard Mid-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 59 reducing their positions, and 15 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 59
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
21% more capital invested
Capital invested by funds: $1.88B → $2.27B (+$399M)
11% more funds holding in top 10
Funds holding in top 10: 19 → 21 (+2)
3% more funds holding
Funds holding: 239 → 247 (+8)
3.32% more ownership
Funds ownership: 144.81% → 148.13% (+3.3%)
4% less call options, than puts
Call options by funds: $1.02M | Put options by funds: $1.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$43.8M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$37.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.8M |
| 4 |
Morgan Stanley
New York
|
+$24.9M |
| 5 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11.8M |
| 2 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
-$8.91M |
| 3 |
AIA
Alerus Investment Advisors
Wayzata,
Minnesota
|
-$5.65M |
| 4 |
Goldman Sachs
New York
|
-$4.42M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.26M |
VO Hedge Fund Activity: Q3 2013 in Review
247 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2013, worth a combined $2.27B — up 21% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new VO positions and 15 closed out — a net gain of 8 holders — while 113 added to existing stakes and 59 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $43.8M. The largest seller was Wells Fargo, cutting an estimated $11.8M.
- 247 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2013, up from 239 in Q2 2013.
- Funds reported $2.27B of Vanguard Mid-Cap ETF stock for Q3 2013, up 21% quarter-over-quarter.
- 23 funds opened new Vanguard Mid-Cap ETF positions in Q3 2013 and 15 closed out, a net change of +8 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q3 2013 was Deutsche Bank, an estimated $43.8M added.
- The largest Vanguard Mid-Cap ETF seller in Q3 2013 was Wells Fargo, an estimated $11.8M sold.
Based on aggregated 13F filings for Q3 2013.