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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
BBA
201
BLB&B Advisors
Pennsylvania
$3.94M -$151K -3,852 -4%
PCFFS
202
Pacific Center for Financial Services
California
$3.93M -$125K -3,196 -3%
MCTIC
203
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.91M
HL
204
HeadInvest LLC
Maine
$3.85M +$79.3K +2,020 +2%
Bessemer Group
205
Bessemer Group
New Jersey
$3.85M -$201K -5,132 -5%
VFA
206
Voya Financial Advisors
Connecticut
$3.8M +$146K +3,708 +4%
LNC
207
Lincoln National Corp
Pennsylvania
$3.79M +$88.4K +2,252 +2%
C
208
Clearshares
New York
$3.75M -$91.2K -2,324 -2%
FFW
209
Fusion Family Wealth
New York
$3.69M -$185K -4,716 -5%
CWM
210
Connecticut Wealth Management
Connecticut
$3.68M +$314 +8 +0%
RFM
211
Royal Fund Management
Florida
$3.58M +$764K +19,460 +27%
PCM
212
Parsons Capital Management
Rhode Island
$3.55M +$57.2K +1,456 +2%
FFA
213
First Foundation Advisors
California
$3.53M
KL
214
KWMG LLC
Kansas
$3.51M -$9.73K -248 -0.3%
LWAC
215
Laurel Wealth Advisors (California)
California
$3.51M +$3.1M +78,948 +774%
BRF
216
B. Riley Financial
California
$3.5M -$108K -2,752 -3%
HAC
217
Harbor Advisory Corp
New Hampshire
$3.5M +$136K +3,460 +4%
WCG
218
Wall Capital Group
Arizona
$3.46M
TC
219
Truvestments Capital
Florida
$3.4M +$3.39M +86,292 New
ASN
220
Advisory Services Network
Georgia
$3.38M +$442K +11,256 +16%
AWM
221
Aries Wealth Management
Maine
$3.36M +$73K +1,860 +2%
Millennium Management
222
Millennium Management
New York
$3.32M +$2.87M +73,108 +654%
SIAS
223
Shine Investment Advisory Services
Colorado
$3.29M +$1.41K +36 +0%
MFW
224
Mosaic Family Wealth
Missouri
$3.29M -$493K -12,568 -13%
NF
225
Nikulski Financial
Iowa
$3.29M +$49.3K +1,256 +2%

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.