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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
Wells Fargo
1
Wells Fargo
California
$260M +$260M +10,941,844 New
Creative Planning
2
Creative Planning
Kansas
$253M +$252M +10,635,468 New
Bank of America
3
Bank of America
North Carolina
$250M +$249M +10,505,868 New
Morgan Stanley
4
Morgan Stanley
New York
$129M +$129M +5,435,120 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$112M +$112M +4,710,180 New
TCT
6
TIAA CREF Trust
Missouri
$101M +$101M +4,252,548 New
U
7
UBS
Switzerland
$76.1M +$75.9M +3,198,812 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$39.9M +$39.8M +1,678,504 New
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$30.8M +$30.8M +1,296,624 New
IAS
10
INR Advisory Services
Pennsylvania
$29.7M +$29.6M +1,247,460 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$27.9M +$27.8M +1,173,052 New
LPL Financial
12
LPL Financial
California
$27.3M +$27.2M +1,148,356 New
JP Morgan Chase
13
JP Morgan Chase
New York
$25.5M +$25.5M +1,073,604 New
EHPM
14
Emery Howard Portfolio Management
California
$24.1M +$24M +1,011,840 New
KIM
15
Karpus Investment Management
New York
$23.2M +$23.1M +974,468 New
NEAM
16
New England Asset Management
Connecticut
$17.7M +$17.7M +744,800 New
TTWM
17
TCV Trust & Wealth Management
Virginia
$16M +$16M +672,992 New
BP
18
Ballentine Partners
Massachusetts
$15M +$14.9M +628,944 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$14.9M +$14.9M +628,192 New
Goldman Sachs
20
Goldman Sachs
New York
$14.1M +$14.1M +594,760 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.4M +$13.4M +565,092 New
TCM
22
TD Capital Management
Tennessee
$13.1M +$13.1M +551,928 New
JFG
23
JMG Financial Group
Illinois
$10.6M +$10.6M +447,540 New
EC
24
Estate Counselors
Wisconsin
$10.3M +$10.2M +431,404 New
WCM
25
Windham Capital Management
Massachusetts
$9.71M +$9.68M +408,112 New
1
2 3 4 5

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.