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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
B
426
Bridgeworth
Alabama
$1.61M -$96.2K -2,240 -6%
DC
427
Davenport & Co
Virginia
$1.6M +$226K +5,264 +17%
CIAS
428
Capital Investment Advisory Services
North Carolina
$1.6M -$45.9K -1,068 -3%
CCP
429
Clarkston Capital Partners
Michigan
$1.6M +$162K +3,784 +12%
CI
430
Conning Inc
Connecticut
$1.59M +$148K +3,444 +11%
FA
431
Faithward Advisors
Pennsylvania
$1.59M -$100K -2,328 -6%
CG
432
Cutler Group
California
$1.58M +$1.52M +35,484 New
RC
433
Roundview Capital
New Jersey
$1.56M +$84.3K +1,964 +6%
CTC
434
Central Trust Company
Missouri
$1.56M +$248K +5,776 +20%
CST
435
Charles Schwab Trust
Nevada
$1.55M
CMO
436
Covenant Multifamily Offices
Texas
$1.54M +$764K +17,792 +78%
MA
437
Mutual Advisors
Nebraska
$1.54M +$232K +5,400 +18%
WMG
438
WESCAP Management Group
California
$1.54M +$5.5K +128 +0.4%
BOM
439
Bank of Marin
California
$1.53M +$1.48M +34,400 New
CIM
440
Cambria Investment Management
California
$1.53M +$62.5K +1,456 +4%
WA
441
WBH Advisory
Maryland
$1.53M +$3.61K +84 +0.2%
REMPR
442
Roof Eidam Maycock Peralta (REMP)
California
$1.52M +$4.29K +100 +0.3%
PAS
443
Partnervest Advisory Services
California
$1.51M -$110K -2,572 -7%
H
444
HoyleCohen
California
$1.5M +$82.3K +1,916 +6%
FFN
445
Focus Financial Network
Minnesota
$1.49M +$650K +15,140 +83%
WI
446
Wintrust Investments
Illinois
$1.48M +$209K +4,872 +17%
MG
447
MilWealth Group
Wisconsin
$1.47M -$11.2K -260 -0.8%
BSB
448
Bangor Savings Bank
Maine
$1.47M +$2.4K +56 +0.2%
MJRIC
449
Mogy Joel R Investment Counsel
California
$1.46M +$17.2K +400 +1%
SHWM
450
Smith & Howard Wealth Management
Georgia
$1.46M +$400K +9,312 +40%

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.