We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF
VO

770 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, 288 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

14% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 253

8% more capital invested

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

0% more funds holding

Funds holding: 767 → 770 (+3)

2% less funds holding in top 10

Funds holding in top 10: 83 → 81 (-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
770
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.6%
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
288
Reduced
253
Closed
36
Calls
$943K
Puts
$4.04M
Net Calls
-$3.1M
Net Calls Change
+$361K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$163M
2
JP Morgan Chase
JP Morgan Chase
New York
+$126M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$69.6M
4
Bank of America
Bank of America
North Carolina
+$32.2M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$30.2M

Top Sellers

Rank Fund Capital Flow
1
FCI
Financial Counselors Inc
Kansas
-$171M
2
Creative Planning
Creative Planning
Kansas
-$48.4M
3
USAA
United Services Automobile Association
Texas
-$33M
4
CCA
Catalyst Capital Advisors
New York
-$21.2M
5
MRC
Millburn Ridgefield Corp
New York
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
351
AlphaStar Capital Management
North Carolina
$1.42M +$47.5K +1,164 +3%
SF
352
Synovus Financial
Georgia
$1.38M – – –
AWS
353
AJ Wealth Strategies
New York
$1.38M -$156K -3,820 -10%
FMWA
354
Forvis Mazars Wealth Advisors
Missouri
$1.37M +$3.75K +92 +0.3%
CTA
355
Chesley Taft & Associates
Illinois
$1.36M +$151K +3,700 +13%
B
356
Bridgeworth
Alabama
$1.35M +$130K +3,192 +9%
VIM
357
Vista Investment Management
Pennsylvania
$1.34M – – –
ACM
358
Advisors Capital Management
New Jersey
$1.33M +$43.4K +1,064 +3%
RC
359
Roundview Capital
New Jersey
$1.3M -$123K -3,008 -9%
BWA
360
BDO Wealth Advisors
Florida
$1.29M -$2.94K -72 -0.2%
PG
361
Patten Group
Tennessee
$1.29M – – –
SMC
362
Smith, Moore & Co
Missouri
$1.29M +$101K +2,480 +9%
MA
363
Mutual Advisors
Nebraska
$1.28M +$152K +3,716 +13%
PWMAG
364
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M +$6.53K +160 +0.5%
MFWM
365
Motley Fool Wealth Management
Virginia
$1.26M -$220K -5,388 -15%
PD
366
Planning Directions
Pennsylvania
$1.25M +$27.4K +672 +2%
BSB
367
Bangor Savings Bank
Maine
$1.24M – – –
CDH
368
Charles D. Hyman
$1.22M – – –
SCG
369
Sonata Capital Group
Washington
$1.22M +$40K +980 +3%
TFS
370
TrustCore Financial Services
Tennessee
$1.21M +$229K +5,612 +23%
TYCC
371
Texas Yale Capital Corp
Florida
$1.18M +$97.9K +2,400 +9%
FWIA
372
Fort Washington Investment Advisors
Ohio
$1.18M +$1.17M +28,676 New
TAM
373
Tocqueville Asset Management
New York
$1.16M – – –
WAP
374
Wealthcare Advisory Partners
Pennsylvania
$1.16M +$16.8K +412 +1%
KPAG
375
KLS Professional Advisors Group
New York
$1.16M +$18K +440 +2%
13 14
15
16 17

VO Hedge Fund Activity: Q3 2018 in Review

770 of the 4,375 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 288 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.

  • 770 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2018, up from 767 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.