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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
RWG
401
Regal Wealth Group
California
$1.87M
GCA
402
Gradient Capital Advisors
California
$1.85M -$16.7K -388 -0.9%
I
403
IberiaBank
Louisiana
$1.85M -$213K -4,968 -11%
BFG
404
Beacon Financial Group
Texas
$1.84M +$543K +12,640 +44%
AA
405
Ancora Advisors
Ohio
$1.81M +$1M +23,296 +134%
IWM
406
IHT Wealth Management
Illinois
$1.81M +$268K +6,252 +18%
CCMD
407
Cypress Capital Management (Delaware)
Delaware
$1.8M -$18.9K -440 -1%
MWM
408
Modera Wealth Management
New Jersey
$1.79M -$57.2K -1,332 -3%
BZWA
409
Blue Zone Wealth Advisors
California
$1.78M +$1.72M +40,012 New
MFW
410
Mosaic Family Wealth
Missouri
$1.77M -$7.04K -164 -0.4%
CDH
411
Charles D. Hyman
$1.77M
CCM
412
Coldstream Capital Management
Washington
$1.77M -$372K -8,656 -18%
CBFP
413
Cedar Brook Financial Partners
Ohio
$1.76M +$263K +6,124 +18%
SAG
414
Spotlight Asset Group
Illinois
$1.75M +$2.07M +48,252 New
KAH
415
Kathryn A. Hall
$1.75M
LWMM
416
Legacy Wealth Management (Mississippi)
Mississippi
$1.74M +$1.67M +39,000 New
GJIC
417
Gamble Jones Investment Counsel
California
$1.74M -$83.8K -1,952 -5%
22CM
418
20/20 Capital Management
California
$1.73M +$1.62M +37,720 New
CCM
419
Cribstone Capital Management
Maine
$1.71M -$443K -10,308 -21%
CFS
420
CRA Financial Services
New Jersey
$1.68M -$8.93K -208 -0.5%
BFG
421
Barber Financial Group
Kansas
$1.67M -$1.55K -36 -0.1%
DIA
422
Dana Investment Advisors
Wisconsin
$1.65M +$459K +10,692 +41%
WS
423
Wedbush Securities
California
$1.65M -$23.4K -544 -1%
CTA
424
Chesley Taft & Associates
Illinois
$1.65M
FMBTD
425
First Midwest Bank Trust Division
Illinois
$1.62M -$779K -18,144 -33%

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.