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Vanguard Mid-Cap ETF

1,027 hedge funds and large institutions have $17.5B invested in Vanguard Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 383 increasing their positions, 303 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 34

98% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.45M

26% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 303

16% more funds holding

Funds holding: 8881,027 (+139)

14% more funds holding in top 10

Funds holding in top 10: 8799 (+12)

7% more capital invested

Capital invested by funds: $16.3B → $17.5B (+$1.2B)

0.71% more ownership

Funds ownership: 240.12%240.83% (+0.71%)

Holders
1,027
Holders Change
+139
Holders Change %
+15.65%
% of All Funds
20.23%
Holding in Top 10
99
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.79%
% of All Funds
1.95%
New
183
Increased
383
Reduced
303
Closed
34
Calls
$2.87M
Puts
$1.45M
Net Calls
+$1.42M
Net Calls Change
+$348K
Name Holding Trade Value Shares
Change
Change in
Stake
FNBOO
276
First National Bank of Omaha
Nebraska
$3.82M +$2.76M +64,240 +300%
VFA
277
Voya Financial Advisors
Connecticut
$3.79M -$24.7K -576 -0.7%
CWM
278
Connecticut Wealth Management
Connecticut
$3.74M -$52.7K -1,228 -1%
CA
279
Cornerstone Advisory
Maryland
$3.7M -$15.8K -368 -0.4%
JWCA
280
J.W. Cole Advisors
Florida
$3.7M +$3.57M +83,068 New
6M
281
6 Meridian
Kansas
$3.68M -$28.2K -656 -0.8%
TC
282
TAP Consulting
Missouri
$3.63M -$28.7K -668 -0.8%
BJL
283
Brighton Jones LLC
Washington
$3.6M +$28.7K +668 +0.8%
SW
284
SVB Wealth
Massachusetts
$3.59M +$1.42M +33,044 +69%
HPWM
285
Highland Private Wealth Management
Washington
$3.57M +$405K +9,424 +13%
SIAS
286
Shine Investment Advisory Services
Colorado
$3.55M -$147K -3,412 -4%
OFW
287
Omnia Family Wealth
Florida
$3.54M -$10.8K -252 -0.3%
BC
288
Burleson & Co
California
$3.54M +$1.29M +30,028 +63%
NL
289
NWAM LLC
Washington
$3.52M -$16.8K -392 -0.5%
SG
290
StoneX Group
New York
$3.52M +$1.73M +40,308 +104%
Millennium Management
291
Millennium Management
New York
$3.51M +$3.38M +78,712 New
AWM
292
AE Wealth Management
Kansas
$3.49M +$1.77M +41,228 +111%
MAFM
293
Mid Atlantic Financial Management
Pennsylvania
$3.49M +$126K +2,940 +4%
EWM
294
Evercore Wealth Management
New York
$3.47M -$6.01K -140 -0.2%
BC
295
Brio Consultants
California
$3.44M +$3.01M +70,072 +976%
FFA
296
First Foundation Advisors
California
$3.42M -$705K -16,428 -18%
VA
297
Valmark Advisers
Ohio
$3.4M +$223K +5,184 +7%
APA
298
American Portfolios Advisors
New York
$3.38M -$75.4K -1,756 -2%
EFL
299
ERn Financial LLC
Wisconsin
$3.34M +$2.68M +62,420 +498%
EC
300
Estate Counselors
Wisconsin
$3.33M -$6.87K -160 -0.2%

VO Hedge Fund Activity: Q4 2019 in Review

1,027 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2019, worth a combined $17.5B — up 7.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new VO positions and 34 closed out — a net gain of 149 holders — while 383 added to existing stakes and 303 trimmed.

The largest buyer was Wells Fargo, adding an estimated $136M. The largest seller was Deutsche Bank, cutting an estimated $515M.

  • 1,027 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2019, up from 888 in Q3 2019.
  • Funds reported $17.5B of Vanguard Mid-Cap ETF stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 183 funds opened new Vanguard Mid-Cap ETF positions in Q4 2019 and 34 closed out, a net change of +149 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2019 was Wells Fargo, an estimated $136M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2019 was Deutsche Bank, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2019.