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Vanguard Mid-Cap ETF

449 hedge funds and large institutions have $6.29B invested in Vanguard Mid-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 197 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 21

84% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 107

13% more capital invested

Capital invested by funds: $5.57B → $6.29B (+$720M)

12% more funds holding

Funds holding: 402449 (+47)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

2.09% more ownership

Funds ownership: 188.22%190.31% (+2.1%)

32% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.92M

Holders
449
Holders Change
+47
Holders Change %
+11.69%
% of All Funds
11.78%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1.15%
New
73
Increased
197
Reduced
107
Closed
21
Calls
$2.68M
Puts
$3.92M
Net Calls
-$1.24M
Net Calls Change
+$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MBA
201
McQueen Ball & Associates
Pennsylvania
$1.39M +$1.41M +46,132 New
FPB
202
First PREMIER Bank
South Dakota
$1.37M +$1.39M +45,704 New
CIM
203
Cambria Investment Management
California
$1.36M
EA
204
Elm Advisors
California
$1.35M +$61K +2,000 +5%
GLRA
205
Gerald L. Ray & Associates
Texas
$1.34M +$323K +10,600 +31%
MWM
206
Modera Wealth Management
New Jersey
$1.32M +$286K +9,392 +27%
BJL
207
Brighton Jones LLC
Washington
$1.32M +$230K +7,536 +21%
IH
208
IFC Holdings
Florida
$1.29M +$838K +27,472 +177%
ACI
209
Alpha Cubed Investments
California
$1.28M +$9.03K +296 +0.7%
ATC
210
Argent Trust Co
Tennessee
$1.27M +$172K +5,648 +15%
RWG
211
Regal Wealth Group
California
$1.26M +$1.28M +42,000 New
LFG
212
LifePlan Financial Group
Ohio
$1.24M +$51.1K +1,676 +4%
ACM
213
Advisors Capital Management
New Jersey
$1.24M -$8.54K -280 -0.7%
AF
214
Affiance Financial
Minnesota
$1.23M +$379K +12,420 +44%
ICAS
215
Investors Capital Advisory Services
Massachusetts
$1.22M -$259K -8,480 -17%
PAM
216
Peak Asset Management
Colorado
$1.18M -$212K -6,960 -15%
RIA
217
Regal Investment Advisors
Michigan
$1.18M -$164K -5,372 -12%
ST
218
Spinnaker Trust
Maine
$1.14M -$7.2K -236 -0.6%
BSB
219
Bangor Savings Bank
Maine
$1.14M +$447K +14,668 +63%
SCA
220
Stillwater Capital Advisors
Pennsylvania
$1.14M
CIC
221
Carnegie Investment Counsel
Ohio
$1.14M -$112K -3,656 -8%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$1.13M +$1.12M +36,564 +3,516%
DC
223
Deere & Company
Illinois
$1.1M +$1.12M +36,800 New
BFEC
224
Benjamin F. Edwards & Company
Missouri
$1.09M +$17.4K +572 +2%
KeyBank National Association
225
KeyBank National Association
Ohio
$1.07M -$36.5K -1,196 -3%

VO Hedge Fund Activity: Q4 2015 in Review

449 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2015, worth a combined $6.29B — up 13% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VO positions and 21 closed out — a net gain of 52 holders — while 197 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $68.8M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $45.1M.

  • 449 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2015, up from 402 in Q3 2015.
  • Funds reported $6.29B of Vanguard Mid-Cap ETF stock for Q4 2015, up 13% quarter-over-quarter.
  • 73 funds opened new Vanguard Mid-Cap ETF positions in Q4 2015 and 21 closed out, a net change of +52 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2015 was LPL Financial, an estimated $68.8M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2015 was BNP Paribas Financial Markets, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2015.