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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
PA
301
PFW Advisors
Georgia
$2.61M +$1.66M +39,632 New
GC
302
Gilbert & Cook
Iowa
$2.6M -$36.8K -880 -1%
AIA
303
Alera Investment Advisors
Illinois
$2.59M -$8.19K -196 -0.3%
TC
304
Truvestments Capital
Florida
$2.58M -$117K -2,800 -4%
FHA
305
Flagship Harbor Advisors
Massachusetts
$2.54M +$469K +11,220 +23%
CB
306
Commerce Bank
Missouri
$2.53M +$75.5K +1,808 +3%
RIA
307
Regal Investment Advisors
Michigan
$2.51M -$2.51K -60 -0.1%
DC
308
DeDora Capital
California
$2.48M -$62.2K -1,488 -2%
IA
309
IFP Advisors
Florida
$2.45M +$2.44M +58,500 New
SC
310
SouthState Corp
Florida
$2.45M -$1.67K -40 -0.1%
KA
311
Kovack Advisors
Florida
$2.42M +$1.07M +25,488 +79%
SSB
312
Sandy Spring Bank
Maryland
$2.4M +$77.2K +1,848 +3%
AIM
313
Anchor Investment Management
South Carolina
$2.36M -$60.8K -1,456 -3%
FFW
314
Fusion Family Wealth
New York
$2.36M -$208K -4,988 -8%
Victory Capital Management
315
Victory Capital Management
Texas
$2.35M +$2.34M +56,000 New
FNC
316
First National Corp
Massachusetts
$2.32M -$22.4K -536 -1%
AA
317
Alesco Advisors
New York
$2.31M -$8.36K -200 -0.4%
DY
318
Dowling & Yahnke
California
$2.3M +$19.4K +464 +0.9%
LFS
319
Lutz Financial Services
Nebraska
$2.3M -$14.5K -348 -0.6%
OCM
320
One Capital Management
California
$2.3M +$6.18K +148 +0.3%
FMBTD
321
First Midwest Bank Trust Division
Illinois
$2.28M +$739K +17,696 +48%
CM
322
Columbus Macro
Pennsylvania
$2.27M +$1.47M +35,200 +185%
KC
323
Kingfisher Capital
North Carolina
$2.27M +$383K +9,160 +20%
MMA
324
Miracle Mile Advisors
California
$2.25M -$286K -6,836 -11%
HSA
325
HBK Sorce Advisory
Pennsylvania
$2.24M +$23.1K +552 +1%

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.