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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
BDF
326
Black Diamond Financial
Maryland
$2.76M -$1.24M -28,864 -32%
CFA
327
Carroll Financial Associates
North Carolina
$2.75M +$2.34M +54,428 +744%
SAM
328
Sawgrass Asset Management
Florida
$2.75M -$148K -3,440 -5%
GC
329
Gilbert & Cook
Iowa
$2.69M -$79.9K -1,860 -3%
GG
330
Gleason Group
Kentucky
$2.68M +$2.59M +60,224 New
TC
331
Truvestments Capital
Florida
$2.65M -$85.9K -2,000 -3%
MNG
332
Manning & Napier Group
New York
$2.65M
DSC
333
Duncker Streett & Co
Missouri
$2.65M -$248K -5,776 -9%
RWRC
334
R.W. Roge & Company
New York
$2.63M +$2.53M +58,932 New
VCP
335
Verus Capital Partners
Arizona
$2.61M +$2.52M +58,640 New
SC
336
SouthState Corp
Florida
$2.6M
RIA
337
Regal Investment Advisors
Michigan
$2.6M -$71.6K -1,668 -3%
AIA
338
Alera Investment Advisors
Illinois
$2.58M -$171K -3,976 -6%
DC
339
DeDora Capital
California
$2.56M -$73.2K -1,704 -3%
CB
340
Commerce Bank
Missouri
$2.56M -$127K -2,968 -5%
KA
341
Kovack Advisors
Florida
$2.54M -$37.8K -880 -2%
AFM
342
Abbot Financial Management
Massachusetts
$2.53M +$189K +4,400 +8%
AIM
343
Anchor Investment Management
South Carolina
$2.51M -$4.29K -100 -0.2%
SSB
344
Sandy Spring Bank
Maryland
$2.5M -$52.2K -1,216 -2%
AA
345
Alesco Advisors
New York
$2.47M +$12.9K +300 +0.5%
FNC
346
First National Corp
Massachusetts
$2.47M -$1.89K -44 -0.1%
SAM
347
S.A. Mason
Michigan
$2.46M +$2.37M +55,152 New
LFS
348
Lutz Financial Services
Nebraska
$2.45M +$7.56K +176 +0.3%
FFW
349
Fusion Family Wealth
New York
$2.45M -$54.8K -1,276 -2%
Janus Henderson Group
350
Janus Henderson Group
United Kingdom
$2.45M +$333K +7,752 +16%

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.