Vanguard Mid-Cap ETF
396 hedge funds and large institutions have $5.65B invested in Vanguard Mid-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 203 increasing their positions, 84 reducing their positions, and 16 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 84
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
5.84% more ownership
Funds ownership: 179.76% → 185.6% (+5.8%)
6% more capital invested
Capital invested by funds: $5.34B → $5.65B (+$306M)
3% more funds holding in top 10
Funds holding in top 10: 40 → 41 (+1)
2% more funds holding
Funds holding: 388 → 396 (+8)
23% less call options, than puts
Call options by funds: $1.41M | Put options by funds: $1.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$177M |
| 2 |
WCM
Windham Capital Management
Boston,
Massachusetts
|
+$50.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$43.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$39.4M |
| 5 |
Morgan Stanley
New York
|
+$29.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$8.68M |
| 2 |
IAS
INR Advisory Services
Media,
Pennsylvania
|
-$6.93M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.1M |
| 4 |
Citigroup
New York
|
-$2.54M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.22M |
VO Hedge Fund Activity: Q2 2015 in Review
396 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2015, worth a combined $5.65B — up 5.7% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new VO positions and 16 closed out — a net gain of 13 holders — while 203 added to existing stakes and 84 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $177M. The largest seller was Trustmark National Bank Trust Department, cutting an estimated $8.68M.
- 396 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2015, up from 388 in Q1 2015.
- Funds reported $5.65B of Vanguard Mid-Cap ETF stock for Q2 2015, up 5.7% quarter-over-quarter.
- 29 funds opened new Vanguard Mid-Cap ETF positions in Q2 2015 and 16 closed out, a net change of +13 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q2 2015 was JP Morgan Chase, an estimated $177M added.
- The largest Vanguard Mid-Cap ETF seller in Q2 2015 was Trustmark National Bank Trust Department, an estimated $8.68M sold.
Based on aggregated 13F filings for Q2 2015.