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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
TWA
301
Tillar-Wenstrup Advisors
Ohio
$3.31M -$109K -2,528 -3%
ECM
302
ETrade Capital Management
Virginia
$3.26M -$11.3K -264 -0.4%
SWM
303
Southern Wealth Management
Texas
$3.23M +$3.11M +72,444 New
PMG
304
ProVise Management Group
Florida
$3.19M -$22.2K -516 -0.7%
VCM
305
Vivaldi Capital Management
Illinois
$3.14M -$273K -6,368 -8%
MIG
306
McGuire Investment Group
Rhode Island
$3.11M -$20.3K -472 -0.7%
BG
307
Berry Group
Massachusetts
$3.07M +$2.96M +68,844 New
AAMC
308
Asset Allocation & Management Company
Illinois
$3.06M +$2.95M +68,608 New
SPP
309
Single Point Partners
Massachusetts
$3.04M +$2.93M +68,240 New
KCM
310
Kendall Capital Management
Maryland
$2.98M
MNBTD
311
Moody National Bank Trust Division
Texas
$2.97M
MCWS
312
McKinley Carter Wealth Services
West Virginia
$2.97M -$117K -2,736 -4%
ACP
313
Aveo Capital Partners
Colorado
$2.96M -$172 -4 -0%
KIA
314
KCM Investment Advisors
California
$2.96M +$44.7K +1,040 +2%
ATC
315
Argent Trust Co
Tennessee
$2.94M -$67K -1,560 -2%
BA
316
Bristlecone Advisors
Washington
$2.9M +$55.8K +1,300 +2%
MAM
317
Marquette Asset Management
Minnesota
$2.9M -$9.62K -224 -0.3%
JWBC
318
John W. Brooker & Co
California
$2.88M +$2.78M +64,704 New
GLR
319
Great Lakes Retirement
Ohio
$2.88M +$2.77M +64,584 New
TW
320
TrinityPoint Wealth
Connecticut
$2.87M +$14.3K +332 +0.5%
MFT
321
Moisand Fitzgerald Tamayo
Florida
$2.86M -$68.4K -1,592 -2%
EVM
322
Eaton Vance Management
Massachusetts
$2.85M +$3.44K +80 +0.1%
GFS
323
GYL Financial Synergies
Connecticut
$2.84M
SCA
324
STALEY CAPITAL ADVISERS
Pennsylvania
$2.81M +$824K +19,184 +44%
MOS
325
MGO One Seven
Ohio
$2.79M +$1.73M +40,260 +180%

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.