We are live on ! Find out more
VO icon

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
AG
376
AlphaSimPlex Group
Massachusetts
$2.22M
SF
377
Synovus Financial
Georgia
$2.21M +$413K +9,612 +24%
TCBWMS
378
Texas Capital Bank Wealth Management Services
Texas
$2.21M +$2.13M +49,520 New
SFG
379
Sage Financial Group
Pennsylvania
$2.19M +$4.12K +96 +0.2%
DAS
380
Dynamic Advisor Solutions
Arizona
$2.19M +$593K +13,800 +39%
MWM
381
Minot Wealth Management
Massachusetts
$2.15M +$2.01M +46,828 New
SBL
382
Sargent Bickham Lagudis
Colorado
$2.14M +$2.58K +60 +0.1%
ST
383
Spinnaker Trust
Maine
$2.12M +$76.3K +1,776 +4%
SS
384
Simplicity Solutions
Minnesota
$2.11M +$1.81M +42,228 +810%
AP
385
Appleton Partners
Massachusetts
$2.11M -$10.6K -248 -0.5%
TFS
386
TrustCore Financial Services
Tennessee
$2.1M +$34.7K +808 +2%
CFD
387
Creative Financial Designs
Indiana
$2.09M +$1.7M +39,524 +544%
HCIA
388
Hochman Cole Investment Advisors
Illinois
$2.09M -$103K -2,408 -5%
FPB
389
First PREMIER Bank
South Dakota
$2.08M +$51.5K +1,200 +3%
FHA
390
Flagship Harbor Advisors
Massachusetts
$2.04M -$635K -14,796 -24%
FUBT
391
First United Bank & Trust
Maryland
$2.03M +$57K +1,328 +3%
MMA
392
Miracle Mile Advisors
California
$2.03M -$355K -8,268 -15%
CIP
393
Capital Insight Partners
Arizona
$2.01M +$1.93M +45,044 New
ATC
394
Adirondack Trust Company
New York
$2M
Prudential Financial
395
Prudential Financial
New Jersey
$1.99M +$1.47M +34,268 +329%
BFA
396
Bragg Financial Advisors
North Carolina
$1.96M +$12K +280 +0.6%
FNT
397
First National Trust
Pennsylvania
$1.93M -$28K -652 -1%
IA
398
IFP Advisors
Florida
$1.88M -$693K -16,148 -28%
CCWA
399
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.88M -$10.6K -248 -0.6%
PFS
400
Prospera Financial Services
Texas
$1.87M +$74.5K +1,736 +4%

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.