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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
CANC
351
Culbertson A N & Co
Virginia
$2.44M +$212K +4,944 +10%
CM
352
Columbus Macro
Pennsylvania
$2.42M
DY
353
Dowling & Yahnke
California
$2.4M -$41.9K -976 -2%
EWA
354
Exencial Wealth Advisors
Oklahoma
$2.38M +$1.83M +42,716 +397%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$2.38M +$179K +4,172 +8%
RWP
356
RWA Wealth Partners
Massachusetts
$2.37M +$278K +6,480 +14%
KC
357
Kingfisher Capital
North Carolina
$2.37M -$39.5K -920 -2%
AI
358
Atria Investments
North Carolina
$2.37M +$671K +15,636 +42%
EA
359
Elm Advisors
California
$2.37M +$105K +2,440 +5%
SC
360
Steph & Co
Wisconsin
$2.36M +$2.28M +53,048 New
OCM
361
One Capital Management
California
$2.36M -$79.7K -1,856 -3%
HSA
362
HBK Sorce Advisory
Pennsylvania
$2.34M -$33.3K -776 -1%
JAFL
363
Jay A. Fishman Ltd
Michigan
$2.34M +$28.3K +660 +1%
NFG
364
Nations Financial Group
Iowa
$2.33M +$52.9K +1,232 +2%
JG
365
Jefferies Group
New York
$2.31M +$2.23M +51,976 New
MIAN
366
Mariner Independent Advisor Network
Kansas
$2.31M +$179K +4,160 +9%
BCP
367
Berkeley Capital Partners
Georgia
$2.3M +$22.2K +516 +1%
QCG
368
Quadrant Capital Group
Ohio
$2.3M +$159K +3,700 +8%
LFG
369
LifePlan Financial Group
Ohio
$2.28M -$53.2K -1,240 -2%
TA
370
Tiedemann Advisors
New York
$2.27M +$42.9K +1,000 +2%
GVAG
371
Great Valley Advisor Group
Delaware
$2.27M +$50.2K +1,168 +2%
BUB
372
BBVA USA Bancshares
Texas
$2.26M +$896K +20,860 +70%
AIM
373
Aspen Investment Management
Michigan
$2.24M +$12K +280 +0.6%
ACM
374
Advisors Capital Management
New Jersey
$2.23M +$22.8K +532 +1%
HB
375
Homrich & Berg
Georgia
$2.22M +$25.9K +604 +1%

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.