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Vanguard Mid-Cap ETF

769 hedge funds and large institutions have $14.2B invested in Vanguard Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

8% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.08B)

0% more funds holding

Funds holding: 766769 (+3)

2% less funds holding in top 10

Funds holding in top 10: 8381 (-2)

2.7% less ownership

Funds ownership: 231.82%229.12% (-2.7%)

77% less call options, than puts

Call options by funds: $943K | Put options by funds: $4.04M

Holders
769
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.58%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.85%
New
44
Increased
287
Reduced
253
Closed
36
Calls
$943K
Puts
$4.04M
Net Calls
-$3.1M
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
276
Eaton Vance Management
Massachusetts
$2.41M -$76.2K -1,868 -3%
6M
277
6 Meridian
Kansas
$2.4M -$31.3K -768 -1%
Millennium Management
278
Millennium Management
New York
$2.39M -$1.07M -26,108 -31%
CT
279
CPF Texas
Texas
$2.39M +$1.91M +46,764 +412%
SPC
280
Sigma Planning Corp
Michigan
$2.37M -$39.8K -976 -2%
RIA
281
Regal Investment Advisors
Michigan
$2.33M +$1.1M +26,936 +90%
ACP
282
Aveo Capital Partners
Colorado
$2.32M +$294K +7,204 +13%
LFG
283
LifePlan Financial Group
Ohio
$2.31M +$26K +636 +1%
HSA
284
HBK Sorce Advisory
Pennsylvania
$2.29M -$233K -5,720 -9%
MBA
285
McQueen Ball & Associates
Pennsylvania
$2.29M +$75.9K +1,860 +3%
MNG
286
Manning & Napier Group
New York
$2.28M
IA
287
IFG Advisory
Georgia
$2.28M -$101K -2,468 -4%
VA
288
Valmark Advisers
Ohio
$2.23M +$73.6K +1,804 +3%
AIM
289
Aspen Investment Management
Michigan
$2.22M -$3.26K -80 -0.1%
EA
290
Elm Advisors
California
$2.1M -$21.2K -520 -1%
OCM
291
One Capital Management
California
$2.09M -$41.6K -1,020 -2%
AG
292
AlphaSimPlex Group
Massachusetts
$2.09M -$216K -5,292 -9%
AFM
293
Abbot Financial Management
Massachusetts
$2.05M -$1.63K -40 -0.1%
SCA
294
Stillwater Capital Advisors
Pennsylvania
$2.04M +$783K +19,200 +63%
HCIA
295
Hochman Cole Investment Advisors
Illinois
$2.03M -$16.5K -404 -0.8%
MFW
296
Mosaic Family Wealth
Missouri
$2.02M -$1.24M -30,400 -36%
SFG
297
Sage Financial Group
Pennsylvania
$2M -$16K -392 -0.8%
SBL
298
Sargent Bickham Lagudis
Colorado
$1.99M -$29.2K -716 -1%
ST
299
Spinnaker Trust
Maine
$1.97M +$52.6K +1,288 +3%
UBS AM
300
UBS AM
Illinois
$1.97M +$69.9K +1,712 +4%

VO Hedge Fund Activity: Q3 2018 in Review

769 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2018, worth a combined $14.2B — up 8.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VO positions and 36 closed out — a net gain of 8 holders — while 287 added to existing stakes and 253 trimmed.

The largest buyer was Wells Fargo, adding an estimated $163M. The largest seller was Financial Counselors Inc, cutting an estimated $171M.

  • 769 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2018, up from 766 in Q2 2018.
  • Funds reported $14.2B of Vanguard Mid-Cap ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap ETF positions in Q3 2018 and 36 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2018 was Wells Fargo, an estimated $163M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.