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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
CTC
426
Central Trust Company
Missouri
$1.22M +$137K +3,280 +13%
MFGP
427
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.22M +$4.01K +96 +0.3%
TFA
428
Toth Financial Advisory
Virginia
$1.21M -$146K -3,484 -11%
CF
429
Centaurus Financial
California
$1.21M +$42K +1,004 +4%
BFG
430
Beacon Financial Group
Texas
$1.2M +$46.3K +1,108 +4%
SCA
431
Stillwater Capital Advisors
Pennsylvania
$1.19M -$876K -20,972 -42%
NEAM
432
New England Asset Management
Connecticut
$1.19M
WI
433
Wintrust Investments
Illinois
$1.19M +$37.4K +896 +3%
GBT
434
Grove Bank & Trust
Florida
$1.19M -$13.4K -320 -1%
FTIOP
435
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.17M
PTC
436
Private Trust Company
Ohio
$1.16M +$61.8K +1,480 +6%
PPP
437
Private Portfolio Partners
New Jersey
$1.15M +$167 +4 +0%
Vanguard Group
438
Vanguard Group
Pennsylvania
$1.15M -$1.6M -38,380 -58%
SCG
439
Sonata Capital Group
Washington
$1.14M -$33.4K -800 -3%
WB
440
Webster Bank
Connecticut
$1.13M
FSC
441
Full Sail Capital
Oklahoma
$1.13M -$30.8K -736 -3%
CHA
442
Carmichael Hill & Associates
Maryland
$1.12M +$43K +1,028 +4%
CPA
443
Clear Perspective Advisors
Illinois
$1.11M +$562K +13,448 +102%
BWM
444
BigSur Wealth Management
Florida
$1.11M
DIA
445
Dana Investment Advisors
Wisconsin
$1.1M +$181K +4,336 +20%
IWC
446
Integrated Wealth Concepts
Massachusetts
$1.1M +$141K +3,368 +15%
RSVP
447
Ramsay Stattman Vela & Price
Colorado
$1.1M
AAM
448
Aureus Asset Management
Massachusetts
$1.09M -$10.2K -244 -0.9%
RWA
449
Ropes Wealth Advisors
Massachusetts
$1.09M
BS
450
Boenning & Scattergood
Pennsylvania
$1.07M -$633K -15,140 -37%

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.