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Vanguard Mid-Cap ETF

887 hedge funds and large institutions have $16.2B invested in Vanguard Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 383 increasing their positions, 294 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $761K

30% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 294

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

11.2% more ownership

Funds ownership: 228.91%240.11% (+11%)

7% more capital invested

Capital invested by funds: $15.2B → $16.2B (+$1.01B)

0% less funds holding

Funds holding: 889887 (-2)

2% less funds holding in top 10

Funds holding in top 10: 8987 (-2)

Holders
887
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
19.45%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.91%
New
50
Increased
383
Reduced
294
Closed
44
Calls
$1.83M
Puts
$761K
Net Calls
+$1.07M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
226
Bartlett & Co Wealth Management
Ohio
$4.47M +$4.28M +102,376 +2,361%
BC
227
Bartlett & Co
Ohio
$4.47M +$4.28M +102,376 +2,361%
OC
228
Oppenheimer & Co
New York
$4.45M +$199K +4,764 +5%
GWM
229
Geneos Wealth Management
Colorado
$4.41M +$45.8K +1,096 +1%
BFS
230
Bradley Foster & Sargent
Connecticut
$4.37M
LWAC
231
Laurel Wealth Advisors (California)
California
$4.36M +$196K +4,696 +5%
BPA
232
Beacon Pointe Advisors
California
$4.36M +$2.21M +52,880 +104%
BRWM
233
B. Riley Wealth Management
Tennessee
$4.3M +$105K +2,524 +3%
MWM
234
MorganRosel Wealth Management
Colorado
$4.29M -$121K -2,900 -3%
AWM
235
Aries Wealth Management
Maine
$4.27M +$74.2K +1,776 +2%
DSN
236
D. Scott Neal
Kentucky
$4.27M +$820K +19,624 +24%
DADC
237
D.A. Davidson & Co
Montana
$4.2M +$257K +6,156 +7%
HL
238
HeadInvest LLC
Maine
$4.2M -$128K -3,052 -3%
PCFFS
239
Pacific Center for Financial Services
California
$4.19M -$59.8K -1,432 -1%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$4.16M +$1.69M +40,400 +69%
PSUF
241
People's United Financial
Connecticut
$4.15M -$201K -4,816 -5%
SPIA
242
Steward Partners Investment Advisory
New York
$4.11M +$279K +6,672 +7%
MWC
243
MBM Wealth Consultants
Missouri
$4.1M +$207K +4,944 +5%
BWA
244
BDO Wealth Advisors
Florida
$4.05M +$24.4M +584,572 +618%
HAC
245
Harbor Advisory Corp
New Hampshire
$4.01M +$49.3K +1,180 +1%
FPIS
246
Financial Planning & Information Services
Wisconsin
$4M -$183K -4,380 -4%
BBA
247
BLB&B Advisors
Pennsylvania
$3.99M +$363K +8,676 +10%
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$3.98M +$25.7K +616 +0.7%
WA
249
Waverly Advisors
Alabama
$3.91M +$6.35K +152 +0.2%
FFA
250
First Foundation Advisors
California
$3.9M +$204K +4,876 +6%

VO Hedge Fund Activity: Q3 2019 in Review

887 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2019, worth a combined $16.2B — up 6.6% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VO positions and 44 closed out — a net gain of 6 holders — while 383 added to existing stakes and 294 trimmed.

The largest buyer was Wells Fargo, adding an estimated $359M. The largest seller was Creative Planning, cutting an estimated $25.4M.

  • 887 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2019, down from 889 in Q2 2019.
  • Funds reported $16.2B of Vanguard Mid-Cap ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap ETF positions in Q3 2019 and 44 closed out, a net change of +6 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2019 was Wells Fargo, an estimated $359M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2019 was Creative Planning, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2019.