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Vanguard Mid-Cap ETF

987 hedge funds and large institutions have $14.8B invested in Vanguard Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 386 increasing their positions, 363 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $1.25M

16.74% more ownership

Funds ownership: 240.83%257.57% (+17%)

6% more funds holding in top 10

Funds holding in top 10: 99105 (+6)

6% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 363

4% less funds holding

Funds holding: 1,026987 (-39)

15% less capital invested

Capital invested by funds: $17.5B → $14.8B (-$2.65B)

20% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 123

Holders
987
Holders Change
-39
Holders Change %
-3.8%
% of All Funds
21.74%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
2.31%
New
98
Increased
386
Reduced
363
Closed
123
Calls
$1.83M
Puts
$1.25M
Net Calls
+$577K
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
26
Morningstar Investment Services
Illinois
$67.2M +$15.1M +364,184 +22%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$63.3M +$53.3M +1,286,520 +202%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$56.4M +$5.57M +134,624 +9%
Stifel Financial
29
Stifel Financial
Missouri
$56.2M +$7.86M +189,792 +12%
WANY
30
Wealthspire Advisors (New York)
New York
$49M +$61.7M +1,489,848 New
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$48.6M -$25.2M -607,500 -29%
WAM
32
Wealthspire Advisors (Maryland)
Maryland
$44.7M +$9.69M +233,904 +21%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$43.1M -$10.5M -252,456 -16%
CIAS
34
CBIZ Investment Advisory Services
Ohio
$42.8M
PAG
35
Private Advisor Group
New Jersey
$40.8M +$24.3M +587,872 +90%
CFB
36
Cullen/Frost Bankers
Texas
$39.8M +$2.2M +53,108 +5%
TNBTD
37
Trustmark National Bank Trust Department
Mississippi
$39.7M -$10.1M -244,904 -17%
CAW
38
Cornerstone Advisors (Washington)
Washington
$39M -$45M -1,086,120 -48%
Goldman Sachs
39
Goldman Sachs
New York
$38.6M -$1.9M -45,912 -4%
V
40
Veritable
Delaware
$36M -$2.07M -49,992 -4%
MML Investors Services
41
MML Investors Services
Massachusetts
$35.7M +$2.33M +56,208 +5%
RJA
42
Raymond James & Associates
Florida
$35.6M -$12.1M -291,688 -21%
NNP
43
Nachman Norwood & Parrott
South Carolina
$34.7M -$520K -12,568 -1%
JIC
44
Joel Isaacson & Co
New York
$34.3M +$515K +12,436 +1%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$33M +$7.58M +183,156 +22%
ST
46
Smithfield Trust
Pennsylvania
$32.9M +$5.56M +134,168 +16%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$32.6M +$1.71M +41,216 +4%
PA
48
Paracle Advisors
Washington
$32.5M -$5.84M -141,048 -12%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$32.2M +$11.5M +277,356 +40%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$27.8M +$5.69M +137,316 +19%

VO Hedge Fund Activity: Q1 2020 in Review

987 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2020, worth a combined $14.8B — down 15% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VO and 98 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 386 added.

The largest buyer was Wells Fargo, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $146M.

  • 987 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2020, down from 1,026 in Q4 2019.
  • Funds reported $14.8B of Vanguard Mid-Cap ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 98 funds opened new Vanguard Mid-Cap ETF positions in Q1 2020 and 123 closed out, a net change of -25 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2020 was Wells Fargo, an estimated $1.04B added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2020 was JP Morgan Chase, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2020.