Vanguard Mid-Cap ETF
364 hedge funds and large institutions have $4.32B invested in Vanguard Mid-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 149 increasing their positions, 83 reducing their positions, and 11 closing their positions.
491% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 11
80% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 83
22% more capital invested
Capital invested by funds: $3.54B → $4.32B (+$777M)
15% more funds holding
Funds holding: 317 → 364 (+47)
10.23% more ownership
Funds ownership: 163.64% → 173.87% (+10%)
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
95% less call options, than puts
Call options by funds: $630K | Put options by funds: $12.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$167M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$77.6M |
| 3 |
Morgan Stanley
New York
|
+$61.9M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$50.9M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
-$51.7M |
| 2 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
-$17.4M |
| 3 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
-$11.2M |
| 4 |
AssetMark Inc
Concord,
California
|
-$5.57M |
| 5 |
SG Americas Securities
New York
|
-$5.34M |
VO Hedge Fund Activity: Q4 2014 in Review
364 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2014, worth a combined $4.32B — up 22% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new VO positions and 11 closed out — a net gain of 54 holders — while 149 added to existing stakes and 83 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $167M. The largest seller was Windham Capital Management, cutting an estimated $51.7M.
- 364 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2014, up from 317 in Q3 2014.
- Funds reported $4.32B of Vanguard Mid-Cap ETF stock for Q4 2014, up 22% quarter-over-quarter.
- 65 funds opened new Vanguard Mid-Cap ETF positions in Q4 2014 and 11 closed out, a net change of +54 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q4 2014 was JP Morgan Chase, an estimated $167M added.
- The largest Vanguard Mid-Cap ETF seller in Q4 2014 was Windham Capital Management, an estimated $51.7M sold.
Based on aggregated 13F filings for Q4 2014.