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Vanguard Mid-Cap ETF

889 hedge funds and large institutions have $15.2B invested in Vanguard Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 332 increasing their positions, 316 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $1.69M

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

3% more funds holding

Funds holding: 862889 (+27)

5% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 316

3% more capital invested

Capital invested by funds: $14.8B → $15.2B (+$442M)

7% less funds holding in top 10

Funds holding in top 10: 9689 (-7)

8.65% less ownership

Funds ownership: 237.56%228.91% (-8.6%)

Holders
889
Holders Change
+27
Holders Change %
+3.13%
% of All Funds
19.31%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.93%
New
89
Increased
332
Reduced
316
Closed
46
Calls
$3.98M
Puts
$1.69M
Net Calls
+$2.29M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
426
Ramsay Stattman Vela & Price
Colorado
$1.1M
RWA
427
Ropes Wealth Advisors
Massachusetts
$1.09M
CHA
428
Carmichael Hill & Associates
Maryland
$1.08M -$21.3K -520 -2%
EFSCE
429
Enterprise Financial Services Corp (EFSC)
Missouri
$1.07M -$104K -2,536 -9%
KAH
430
Kathryn A. Hall
$1.05M
MSS
431
Mitchell Sinkler & Starr
Pennsylvania
$1.04M +$50.7K +1,240 +5%
BBA
432
Braun-Bostich & Associates
Pennsylvania
$1.04M -$357K -8,724 -26%
WJA
433
Williams Jones & Associates
New York
$1.02M
BAS
434
Brown Advisory Securities
Maryland
$1.01M -$22.9K -560 -2%
AWA
435
Arete Wealth Advisors
Illinois
$1M +$428K +10,468 +77%
ECG
436
Edge Capital Group
Georgia
$1M -$38.3K -936 -4%
ACA
437
Aptus Capital Advisors
Alabama
$988K +$968K +23,660 New
SWM
438
Stockman Wealth Management
Montana
$981K
CMO
439
Covenant Multifamily Offices
Texas
$969K +$151K +3,692 +19%
DACG
440
Donor Advised Charitable Giving
California
$968K +$3.11K +76 +0.3%
AWM
441
AE Wealth Management
Kansas
$966K +$288K +7,040 +44%
STB
442
S&T Bank
Pennsylvania
$963K
IWC
443
Integrated Wealth Concepts
Massachusetts
$958K +$266K +6,504 +40%
DFA
444
Delta Financial Advisors
Louisiana
$956K +$936K +22,868 New
PWAC
445
Private Wealth Advisors (California)
California
$950K
SAM
446
SP Asset Management
California
$949K +$200K +4,880 +27%
ECM
447
EagleClaw Capital Management
Massachusetts
$943K +$32.7K +800 +4%
ZF
448
Zhang Financial
Michigan
$943K +$188K +4,588 +26%
NFG
449
Next Financial Group
Texas
$937K +$868K +21,220 +1,762%
BRWA
450
B. Riley Wealth Advisors
Florida
$934K -$88.9K -2,172 -9%

VO Hedge Fund Activity: Q2 2019 in Review

889 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2019, worth a combined $15.2B — up 3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VO positions and 46 closed out — a net gain of 43 holders — while 332 added to existing stakes and 316 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $167M. The largest seller was Ameriprise, cutting an estimated $153M.

  • 889 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2019, up from 862 in Q1 2019.
  • Funds reported $15.2B of Vanguard Mid-Cap ETF stock for Q2 2019, up 3% quarter-over-quarter.
  • 89 funds opened new Vanguard Mid-Cap ETF positions in Q2 2019 and 46 closed out, a net change of +43 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2019 was Jones Financial Companies, an estimated $167M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2019 was Ameriprise, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2019.