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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
Cerity Partners
451
Cerity Partners
New York
$1.45M -$241K -5,624 -15%
CWM
452
Cornerstone Wealth Management
Missouri
$1.45M +$96.9K +2,256 +7%
PBF
453
Petix & Botte Financial
California
$1.45M +$1.4M +32,524 New
SIA
454
Soltis Investment Advisors
Utah
$1.44M +$1.39M +32,344 New
GRP
455
Global Retirement Partners
California
$1.44M -$791K -18,412 -36%
VIM
456
Vista Investment Management
Pennsylvania
$1.44M +$11.3K +264 +0.8%
WCM
457
Windham Capital Management
Massachusetts
$1.44M
JIC
458
Johnson Investment Counsel
Ohio
$1.39M -$19.9K -464 -1%
MFGP
459
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.38M +$79K +1,840 +6%
EGWAG
460
Elwood & Goetz Wealth Advisory Group
Georgia
$1.38M -$33.5K -780 -2%
Qube Research & Technologies (QRT)
461
Qube Research & Technologies (QRT)
United Kingdom
$1.37M +$1.32M +30,840 New
TFGT
462
TS Financial Group (TSFG)
Illinois
$1.36M +$14.4K +336 +1%
AFP
463
Ausdal Financial Partners
Iowa
$1.36M -$31.8K -740 -2%
PWA
464
Peterson Wealth Advisors
Utah
$1.36M -$9.62K -224 -0.7%
PG
465
Patten Group
Tennessee
$1.35M +$14.3K +332 +1%
UB
466
UMB Bank
Missouri
$1.33M +$810K +18,856 +170%
BW
467
Bison Wealth
Georgia
$1.33M +$492K +11,464 +62%
SCA
468
Stillwater Capital Advisors
Pennsylvania
$1.32M +$45.5K +1,060 +4%
PD
469
Planning Directions
Pennsylvania
$1.3M -$122K -2,832 -9%
CF
470
Centaurus Financial
California
$1.3M +$19.1K +444 +2%
AIC
471
Ameritas Investment Company
Nebraska
$1.3M -$133K -3,096 -10%
Susquehanna International Group
472
Susquehanna International Group
Pennsylvania
$1.3M -$114K -2,656 -8%
MFWM
473
Motley Fool Wealth Management
Virginia
$1.28M -$58.7K -1,368 -5%
TFA
474
Toth Financial Advisory
Virginia
$1.27M -$17.2K -400 -1%
NEAM
475
New England Asset Management
Connecticut
$1.26M

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.