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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
SG
376
StoneX Group
New York
$1.62M +$2.01K +48 +0.1%
B
377
Bridgeworth
Alabama
$1.61M -$72K -1,724 -4%
Cerity Partners
378
Cerity Partners
New York
$1.6M +$167K +3,996 +12%
FA
379
Faithward Advisors
Pennsylvania
$1.59M +$1.59M +37,936 New
CFS
380
CRA Financial Services
New Jersey
$1.59M -$66.2K -1,584 -4%
BFG
381
Barber Financial Group
Kansas
$1.58M +$5.01K +120 +0.3%
AI
382
Atria Investments
North Carolina
$1.57M -$5.35K -128 -0.3%
WS
383
Wedbush Securities
California
$1.57M +$181K +4,336 +13%
AWM
384
AE Wealth Management
Kansas
$1.56M +$588K +14,068 +61%
CIAS
385
Capital Investment Advisory Services
North Carolina
$1.55M +$1.26M +30,092 +432%
CTA
386
Chesley Taft & Associates
Illinois
$1.55M +$130K +3,100 +9%
PAS
387
Partnervest Advisory Services
California
$1.52M -$8.86K -212 -0.6%
DAS
388
Dynamic Advisor Solutions
Arizona
$1.48M -$28.9K -692 -2%
IWM
389
IHT Wealth Management
Illinois
$1.45M +$501K +11,984 +54%
WMG
390
WESCAP Management Group
California
$1.44M -$59.7K -1,428 -4%
CST
391
Charles Schwab Trust
Nevada
$1.44M +$1.45M +34,800 New
WA
392
WBH Advisory
Maryland
$1.43M +$108K +2,584 +8%
REMPR
393
Roof Eidam Maycock Peralta (REMP)
California
$1.43M +$94.4K +2,260 +7%
CBFP
394
Cedar Brook Financial Partners
Ohio
$1.4M +$760K +18,180 +120%
MG
395
MilWealth Group
Wisconsin
$1.4M -$11.7K -280 -0.8%
RC
396
Roundview Capital
New Jersey
$1.39M +$2.67K +64 +0.2%
BSB
397
Bangor Savings Bank
Maine
$1.38M +$167 +4 +0%
CIM
398
Cambria Investment Management
California
$1.38M -$60.8K -1,456 -4%
WT
399
Washington Trust
Rhode Island
$1.37M +$44.5K +1,064 +3%
AIC
400
Ameritas Investment Company
Nebraska
$1.37M +$740K +17,720 +121%

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.