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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
WFPG
251
Waller Financial Planning Group
Ohio
$3.87M -$336K -8,032 -8%
PCM
252
Parsons Capital Management
Rhode Island
$3.86M -$57.5K -1,376 -1%
BDF
253
Black Diamond Financial
Maryland
$3.8M +$1.17M +28,104 +45%
RJT
254
Raymond James Trust
Florida
$3.78M -$75K -1,796 -2%
WIA
255
Wealthstreet Investment Advisors
Texas
$3.76M +$113K +2,700 +3%
KL
256
KWMG LLC
Kansas
$3.76M -$48.1K -1,152 -1%
UBS AM
257
UBS AM
Illinois
$3.74M +$313K +7,496 +9%
AAS
258
Avantax Advisory Services
Texas
$3.71M +$199K +4,756 +6%
FAIM
259
Financial Advocates Investment Management
Washington
$3.71M -$1.66M -39,736 -31%
CG
260
Colony Group
Massachusetts
$3.64M -$318K -7,612 -8%
VFA
261
Voya Financial Advisors
Connecticut
$3.59M +$23.7K +568 +0.7%
CWM
262
Connecticut Wealth Management
Connecticut
$3.57M -$4.01K -96 -0.1%
CA
263
Cornerstone Advisory
Maryland
$3.5M -$316K -7,552 -8%
6M
264
6 Meridian
Kansas
$3.49M +$1.17K +28 +0%
SIAS
265
Shine Investment Advisory Services
Colorado
$3.48M +$2.84K +68 +0.1%
TC
266
TAP Consulting
Missouri
$3.45M +$3.44M +82,248 New
WB
267
WesBanco Bank
West Virginia
$3.42M -$90.3K -2,160 -3%
BJL
268
Brighton Jones LLC
Washington
$3.36M +$510K +12,212 +18%
OFW
269
Omnia Family Wealth
Florida
$3.34M -$614K -14,704 -16%
NL
270
NWAM LLC
Washington
$3.33M -$32.3K -772 -1%
NF
271
Nikulski Financial
Iowa
$3.28M +$31.9K +764 +1%
EWM
272
Evercore Wealth Management
New York
$3.27M -$36.1K -864 -1%
APA
273
American Portfolios Advisors
New York
$3.25M +$54.3K +1,300 +2%
VCM
274
Vivaldi Capital Management
Illinois
$3.22M -$716K -17,144 -18%
TWA
275
Tillar-Wenstrup Advisors
Ohio
$3.22M -$136K -3,256 -4%

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.