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Vanguard Mid-Cap ETF

889 hedge funds and large institutions have $15.2B invested in Vanguard Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 332 increasing their positions, 316 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $1.69M

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

3% more funds holding

Funds holding: 862889 (+27)

5% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 316

3% more capital invested

Capital invested by funds: $14.8B → $15.2B (+$442M)

7% less funds holding in top 10

Funds holding in top 10: 9689 (-7)

8.65% less ownership

Funds ownership: 237.56%228.91% (-8.6%)

Holders
889
Holders Change
+27
Holders Change %
+3.13%
% of All Funds
19.31%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.93%
New
89
Increased
332
Reduced
316
Closed
46
Calls
$3.98M
Puts
$1.69M
Net Calls
+$2.29M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
476
Sheaff Brock Investment Advisors
Indiana
$797K +$2.46K +60 +0.3%
PWMAG
477
Pinnacle Wealth Management Advisory Group
New Jersey
$797K +$22.9K +560 +3%
FFN
478
Focus Financial Network
Minnesota
$796K +$119K +2,912 +18%
CM
479
Columbus Macro
Pennsylvania
$795K
SW
480
SVB Wealth
Massachusetts
$789K +$773K +18,892 New
TI
481
Truepoint Inc
Ohio
$787K -$57.9K -1,416 -7%
SWM
482
SigFig Wealth Management
California
$782K +$91.3K +2,232 +14%
SCM
483
Sterling Capital Management
North Carolina
$775K -$53K -1,296 -7%
SKK
484
Shepherd Kaplan Krochuk
Massachusetts
$775K +$759K +18,552 New
CFSG
485
Community Financial Services Group
Vermont
$766K +$146K +3,560 +24%
FTC
486
Farmers Trust Company
Ohio
$764K
WLIM
487
White Lighthouse Investment Management
Massachusetts
$764K +$237K +5,788 +46%
SLF
488
Sun Life Financial
Ontario, Canada
$762K +$746K +18,236 New
TYCC
489
Texas Yale Capital Corp
Florida
$753K -$737K -18,012 -50%
SFA
490
Sequoia Financial Advisors
Ohio
$746K -$47.3K -1,156 -6%
CAMG
491
CWA Asset Management Group
Florida
$733K +$718K +17,544 New
BHIA
492
Birch Hill Investment Advisors
Massachusetts
$731K
NFP
493
Narus Financial Partners
Utah
$724K +$709K +17,336 New
LFAS
494
Level Four Advisory Services
Texas
$724K -$148K -3,616 -17%
WCM
495
WealthBridge Capital Management
Ohio
$724K +$8.18K +200 +1%
AA
496
Advisory Alpha
Michigan
$698K +$132K +3,216 +24%
CWP
497
Capital Wealth Planning
Florida
$698K +$683K +16,700 New
Principal Financial Group
498
Principal Financial Group
Iowa
$673K -$557K -13,612 -46%
TVWM
499
Tower View Wealth Management
Wisconsin
$664K +$3.77K +92 +0.6%
FWM
500
Frontier Wealth Management
Missouri
$662K +$10.1K +248 +2%

VO Hedge Fund Activity: Q2 2019 in Review

889 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2019, worth a combined $15.2B — up 3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VO positions and 46 closed out — a net gain of 43 holders — while 332 added to existing stakes and 316 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $167M. The largest seller was Ameriprise, cutting an estimated $153M.

  • 889 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2019, up from 862 in Q1 2019.
  • Funds reported $15.2B of Vanguard Mid-Cap ETF stock for Q2 2019, up 3% quarter-over-quarter.
  • 89 funds opened new Vanguard Mid-Cap ETF positions in Q2 2019 and 46 closed out, a net change of +43 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2019 was Jones Financial Companies, an estimated $167M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2019 was Ameriprise, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2019.