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Vanguard Mid-Cap ETF

889 hedge funds and large institutions have $15.2B invested in Vanguard Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 332 increasing their positions, 316 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $1.69M

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

3% more funds holding

Funds holding: 862889 (+27)

5% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 316

3% more capital invested

Capital invested by funds: $14.8B → $15.2B (+$442M)

7% less funds holding in top 10

Funds holding in top 10: 9689 (-7)

8.65% less ownership

Funds ownership: 237.56%228.91% (-8.6%)

Holders
889
Holders Change
+27
Holders Change %
+3.13%
% of All Funds
19.31%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.93%
New
89
Increased
332
Reduced
316
Closed
46
Calls
$3.98M
Puts
$1.69M
Net Calls
+$2.29M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
351
Tiedemann Advisors
New York
$1.84M +$121K +2,968 +7%
FNT
352
First National Trust
Pennsylvania
$1.84M -$125K -3,044 -6%
BFA
353
Bragg Financial Advisors
North Carolina
$1.81M -$62.5K -1,528 -3%
MWM
354
Modera Wealth Management
New Jersey
$1.78M -$33.2K -812 -2%
GCA
355
Gradient Capital Advisors
California
$1.76M -$48.4K -1,184 -3%
RWG
356
Regal Wealth Group
California
$1.75M
GJIC
357
Gamble Jones Investment Counsel
California
$1.71M +$161K +3,924 +11%
BS
358
Boenning & Scattergood
Pennsylvania
$1.7M +$532K +13,012 +47%
MFW
359
Mosaic Family Wealth
Missouri
$1.7M -$203K -4,964 -11%
W
360
Wealthquest
Ohio
$1.69M +$410K +10,012 +33%
B
361
Bridgeworth
Alabama
$1.68M -$11.5K -280 -0.7%
SF
362
Synovus Financial
Georgia
$1.67M +$4.09K +100 +0.3%
CDH
363
Charles D. Hyman
$1.65M
CFS
364
CRA Financial Services
New Jersey
$1.65M +$491 +12 +0%
NFG
365
Nations Financial Group
Iowa
$1.64M +$13.3K +324 +0.8%
SG
366
StoneX Group
New York
$1.62M +$198K +4,840 +14%
BFG
367
Barber Financial Group
Kansas
$1.57M -$4.09K -100 -0.3%
FMBTD
368
First Midwest Bank Trust Division
Illinois
$1.54M -$1.47K -36 -0.1%
AI
369
Atria Investments
North Carolina
$1.53M -$80.2K -1,960 -5%
PAS
370
Partnervest Advisory Services
California
$1.53M -$37K -904 -2%
DAS
371
Dynamic Advisor Solutions
Arizona
$1.5M +$178K +4,344 +14%
CAM
372
Columbia Asset Management
Michigan
$1.5M +$4.26K +104 +0.3%
WMG
373
WESCAP Management Group
California
$1.5M
PD
374
Planning Directions
Pennsylvania
$1.46M +$23.2K +568 +2%
CIM
375
Cambria Investment Management
California
$1.43M -$29.8K -728 -2%

VO Hedge Fund Activity: Q2 2019 in Review

889 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2019, worth a combined $15.2B — up 3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VO positions and 46 closed out — a net gain of 43 holders — while 332 added to existing stakes and 316 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $167M. The largest seller was Ameriprise, cutting an estimated $153M.

  • 889 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2019, up from 862 in Q1 2019.
  • Funds reported $15.2B of Vanguard Mid-Cap ETF stock for Q2 2019, up 3% quarter-over-quarter.
  • 89 funds opened new Vanguard Mid-Cap ETF positions in Q2 2019 and 46 closed out, a net change of +43 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2019 was Jones Financial Companies, an estimated $167M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2019 was Ameriprise, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2019.