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Vanguard Mid-Cap ETF

769 hedge funds and large institutions have $14.2B invested in Vanguard Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

8% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.08B)

0% more funds holding

Funds holding: 766769 (+3)

2% less funds holding in top 10

Funds holding in top 10: 8381 (-2)

2.7% less ownership

Funds ownership: 231.82%229.12% (-2.7%)

77% less call options, than puts

Call options by funds: $943K | Put options by funds: $4.04M

Holders
769
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.58%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.85%
New
44
Increased
287
Reduced
253
Closed
36
Calls
$943K
Puts
$4.04M
Net Calls
-$3.1M
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$65.5M +$19.6M +479,792 +43%
BTS
27
BB&T Securities
Virginia
$65.2M -$348K -8,524 -0.5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$64.9M +$5.86M +143,540 +10%
TNBTD
29
Trustmark National Bank Trust Department
Mississippi
$64.4M +$4.86M +119,080 +8%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$64M +$1.66M +40,656 +3%
MIS
31
Morningstar Investment Services
Illinois
$63.2M +$4.03M +98,688 +7%
V
32
Veritable
Delaware
$59.5M -$709K -17,376 -1%
Goldman Sachs
33
Goldman Sachs
New York
$57M -$348K -8,520 -0.6%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$55M +$247K +6,056 +0.5%
IAS
35
INR Advisory Services
Pennsylvania
$43.9M -$1.38M -33,824 -3%
RJA
36
Raymond James & Associates
Florida
$42.2M +$3.74M +91,696 +10%
JIC
37
Joel Isaacson & Co
New York
$38.8M +$964K +23,620 +3%
PA
38
Paracle Advisors
Washington
$38.5M +$2.66M +65,160 +7%
CFB
39
Cullen/Frost Bankers
Texas
$38.4M -$692K -16,956 -2%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$38M +$2.48M +60,820 +7%
CA
41
Clearstead Advisors
Ohio
$36.9M +$2.37M +58,116 +7%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$36.3M +$30.2M +739,756 +523%
MML Investors Services
43
MML Investors Services
Massachusetts
$36.1M +$6.13M +150,328 +21%
EHPM
44
Emery Howard Portfolio Management
California
$35.6M -$102K -2,488 -0.3%
ST
45
Smithfield Trust
Pennsylvania
$34.6M -$861K -21,092 -2%
Truist Financial
46
Truist Financial
North Carolina
$34.1M +$158K +3,876 +0.5%
NFG
47
Nadler Financial Group
Illinois
$33.5M -$236K -5,780 -0.7%
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$32.5M +$4.26M +104,396 +15%
AG
49
Advisor Group
Arizona
$32M +$4.34M +106,416 +16%
MA
50
MUFG Americas
New York
$31M +$630K +15,436 +2%

VO Hedge Fund Activity: Q3 2018 in Review

769 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2018, worth a combined $14.2B — up 8.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VO positions and 36 closed out — a net gain of 8 holders — while 287 added to existing stakes and 253 trimmed.

The largest buyer was Wells Fargo, adding an estimated $163M. The largest seller was Financial Counselors Inc, cutting an estimated $171M.

  • 769 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2018, up from 766 in Q2 2018.
  • Funds reported $14.2B of Vanguard Mid-Cap ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap ETF positions in Q3 2018 and 36 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2018 was Wells Fargo, an estimated $163M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.