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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
MIS
26
Morningstar Investment Services
Illinois
$72.7M +$3.95M +91,968 +6%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$70.3M +$592K +13,796 +0.9%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$69.6M +$821K +19,124 +1%
Stifel Financial
29
Stifel Financial
Missouri
$67.7M +$2.46M +57,304 +4%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$64.6M -$8.48M -197,436 -12%
RJA
31
Raymond James & Associates
Florida
$61.2M -$2.97M -69,076 -5%
Goldman Sachs
32
Goldman Sachs
New York
$54.2M +$6.66M +155,004 +15%
Bessemer Group
33
Bessemer Group
New Jersey
$54.1M -$336K -7,836 -0.6%
CIAS
34
CBIZ Investment Advisory Services
Ohio
$52.5M
CFB
35
Cullen/Frost Bankers
Texas
$51.5M +$3.75M +87,344 +8%
V
36
Veritable
Delaware
$51M -$953K -22,188 -2%
PA
37
Paracle Advisors
Washington
$50.3M +$1.29M +30,024 +3%
WAM
38
Wealthspire Advisors (Maryland)
Maryland
$50.1M +$1.57M +36,640 +3%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$48.4M +$7.45M +173,540 +16%
NNP
40
Nachman Norwood & Parrott
South Carolina
$47.5M +$1.52M +35,464 +3%
JIC
41
Joel Isaacson & Co
New York
$45.8M +$878K +20,444 +2%
MML Investors Services
42
MML Investors Services
Massachusetts
$45.8M +$167K +3,892 +0.4%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$42.3M +$2.82M +65,640 +7%
AG
44
Advisor Group
Arizona
$39.1M -$180K -4,200 -0.5%
ST
45
Smithfield Trust
Pennsylvania
$38.5M +$176K +4,100 +0.5%
EHPM
46
Emery Howard Portfolio Management
California
$37.8M -$260K -6,060 -0.7%
NFG
47
Nadler Financial Group
Illinois
$36.9M +$907K +21,124 +3%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$36.5M -$1.69M -39,344 -5%
FCI
49
Financial Counselors Inc
Kansas
$36.3M +$2.75M +64,096 +9%
MA
50
MUFG Americas
New York
$35.8M -$148K -3,456 -0.4%

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.