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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
MJRIC
401
Mogy Joel R Investment Counsel
California
$1.36M -$65.2K -1,560 -5%
TFCP
402
Twin Focus Capital Partners
Massachusetts
$1.36M
CI
403
Conning Inc
Connecticut
$1.36M +$77.9K +1,864 +6%
WCM
404
Windham Capital Management
Massachusetts
$1.35M
CCP
405
Clarkston Capital Partners
Michigan
$1.35M +$12.4K +296 +0.9%
PD
406
Planning Directions
Pennsylvania
$1.35M -$118K -2,828 -8%
VIM
407
Vista Investment Management
Pennsylvania
$1.34M
Susquehanna International Group
408
Susquehanna International Group
Pennsylvania
$1.34M +$1.33M +31,896 New
H
409
HoyleCohen
California
$1.33M +$413K +9,884 +45%
EGWAG
410
Elwood & Goetz Wealth Advisory Group
Georgia
$1.33M -$12.2K -292 -0.9%
JIC
411
Johnson Investment Counsel
Ohio
$1.32M +$59.5K +1,424 +5%
CAM
412
Columbia Asset Management
Michigan
$1.31M -$194K -4,640 -13%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$1.3M +$939K +22,476 +260%
SFS
414
Sowell Financial Services
Arkansas
$1.3M +$1.29M +30,968 New
AFP
415
Ausdal Financial Partners
Iowa
$1.3M -$1.17K -28 -0.1%
PWA
416
Peterson Wealth Advisors
Utah
$1.29M +$5.68K +136 +0.4%
DC
417
Davenport & Co
Virginia
$1.28M -$93.4K -2,236 -7%
CWM
418
Cornerstone Wealth Management
Missouri
$1.27M +$120K +2,860 +10%
TFGT
419
TS Financial Group (TSFG)
Illinois
$1.27M -$25.4K -608 -2%
MFWM
420
Motley Fool Wealth Management
Virginia
$1.26M -$22.1K -528 -2%
PG
421
Patten Group
Tennessee
$1.25M +$36.8K +880 +3%
BUB
422
BBVA USA Bancshares
Texas
$1.25M -$6.69K -160 -0.5%
MWPCG
423
Measured Wealth Private Client Group
New Hampshire
$1.24M -$2.01M -48,152 -62%
AWM
424
Avior Wealth Management
Nebraska
$1.23M +$47.3K +1,132 +3%
MA
425
Mutual Advisors
Nebraska
$1.23M +$11.5K +276 +1%

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.