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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
SW
351
SVB Wealth
Massachusetts
$2M +$1.2M +28,728 +152%
AP
352
Appleton Partners
Massachusetts
$2M +$32.3K +772 +2%
MIAN
353
Mariner Independent Advisor Network
Kansas
$1.98M +$1.99M +47,728 New
Janus Henderson Group
354
Janus Henderson Group
United Kingdom
$1.98M -$285K -6,812 -13%
RWP
355
RWA Wealth Partners
Massachusetts
$1.96M +$1.38M +33,004 +239%
I
356
IberiaBank
Louisiana
$1.95M +$95.8K +2,292 +5%
TFS
357
TrustCore Financial Services
Tennessee
$1.94M +$14.5K +348 +0.8%
ST
358
Spinnaker Trust
Maine
$1.92M +$61.2K +1,464 +3%
FPB
359
First PREMIER Bank
South Dakota
$1.91M +$34.3K +820 +2%
ATC
360
Adirondack Trust Company
New York
$1.89M
FUBT
361
First United Bank & Trust
Maryland
$1.86M -$124K -2,972 -6%
FNT
362
First National Trust
Pennsylvania
$1.84M
SCA
363
STALEY CAPITAL ADVISERS
Pennsylvania
$1.84M +$542K +12,960 +42%
BFA
364
Bragg Financial Advisors
North Carolina
$1.83M +$12.7K +304 +0.7%
CCWA
365
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.77M +$1.77M +42,364 New
RWG
366
Regal Wealth Group
California
$1.76M
GCA
367
Gradient Capital Advisors
California
$1.76M -$6.85K -164 -0.4%
MWM
368
Modera Wealth Management
New Jersey
$1.74M -$51.3K -1,228 -3%
CCMD
369
Cypress Capital Management (Delaware)
Delaware
$1.72M -$246K -5,880 -13%
GJIC
370
Gamble Jones Investment Counsel
California
$1.72M -$1.34K -32 -0.1%
PFS
371
Prospera Financial Services
Texas
$1.69M +$1.29M +30,816 +324%
SF
372
Synovus Financial
Georgia
$1.68M +$7.52K +180 +0.5%
MFW
373
Mosaic Family Wealth
Missouri
$1.68M -$23.2K -556 -1%
CDH
374
Charles D. Hyman
$1.67M +$15K +360 +0.9%
KAH
375
Kathryn A. Hall
$1.65M +$588K +14,080 +56%

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.