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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
TNBTD
26
Trustmark National Bank Trust Department
Mississippi
$69.1M +$2.26M +54,168 +3%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$65.6M -$421K -10,076 -0.6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$64.7M +$612K +14,644 +1%
MIS
29
Morningstar Investment Services
Illinois
$64.5M -$1.73M -41,496 -3%
Stifel Financial
30
Stifel Financial
Missouri
$61.3M +$11.5M +274,676 +23%
RJA
31
Raymond James & Associates
Florida
$60.4M +$3.7M +88,492 +7%
BTS
32
BB&T Securities
Virginia
$60.1M +$2.58M +61,652 +5%
Bessemer Group
33
Bessemer Group
New Jersey
$51.2M +$35.9K +860 +0.1%
V
34
Veritable
Delaware
$48.9M -$458K -10,952 -0.9%
PPA
35
Parametric Portfolio Associates
Washington
$47.2M +$228K +5,460 +0.5%
PA
36
Paracle Advisors
Washington
$46.1M +$1.8M +43,000 +4%
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$45.6M -$159K -3,800 -0.3%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$45.2M +$3.62M +86,592 +9%
CFB
39
Cullen/Frost Bankers
Texas
$44.8M +$7.16M +171,444 +19%
Goldman Sachs
40
Goldman Sachs
New York
$44.5M +$2.36M +56,448 +6%
NNP
41
Nachman Norwood & Parrott
South Carolina
$43.2M -$134K -3,216 -0.3%
MML Investors Services
42
MML Investors Services
Massachusetts
$42.9M -$8.49M -203,104 -17%
JIC
43
Joel Isaacson & Co
New York
$42.2M +$36.6K +876 +0.1%
Truist Financial
44
Truist Financial
North Carolina
$37.3M -$57.3K -1,372 -0.2%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$37.1M +$3.95M +94,484 +12%
AG
46
Advisor Group
Arizona
$36.9M +$871K +20,848 +2%
ST
47
Smithfield Trust
Pennsylvania
$36.1M +$540K +12,932 +2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$36M +$1.17M +28,080 +3%
EHPM
49
Emery Howard Portfolio Management
California
$35.8M -$1.39M -33,200 -4%
CA
50
Clearstead Advisors
Ohio
$34.1M -$1.51M -36,064 -4%

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.