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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
ESB
476
Essex Savings Bank
Connecticut
$915K +$2.84K +68 +0.3%
NWP
477
Northstar Wealth Partners
Connecticut
$907K +$1.84K +44 +0.2%
SWM
478
SigFig Wealth Management
California
$902K +$117K +2,808 +15%
AWA
479
Arete Wealth Advisors
Illinois
$899K -$108K -2,584 -11%
ECM
480
EagleClaw Capital Management
Massachusetts
$898K -$50.1K -1,200 -5%
FNBOO
481
First National Bank of Omaha
Nebraska
$897K -$18.2K -436 -2%
BFO
482
Boston Family Office
Massachusetts
$893K -$33.4K -800 -4%
Koshinski Asset Management
483
Koshinski Asset Management
Illinois
$890K +$325K +7,780 +58%
ZF
484
Zhang Financial
Michigan
$874K -$71.5K -1,712 -8%
FC
485
Ferris Capital
Massachusetts
$873K
WCM
486
WealthBridge Capital Management
Ohio
$870K -$8.36K -200 -1%
CFSG
487
Community Financial Services Group
Vermont
$863K +$94.1K +2,252 +12%
HTC
488
Haverford Trust Company
Pennsylvania
$859K +$856K +20,496 New
CFMC
489
Curbstone Financial Management Corp
New Hampshire
$855K
FWM
490
Frontier Wealth Management
Missouri
$851K +$187K +4,472 +28%
PWM
491
Paulson Wealth Management
Illinois
$844K +$2.34K +56 +0.3%
FCB
492
First Command Bank
Texas
$836K +$22.6K +540 +3%
FCFS
493
First Command Financial Services
Texas
$836K +$22.6K +540 +3%
ACM
494
Azimuth Capital Management
Michigan
$834K +$612K +14,644 +278%
RTS
495
Round Table Services
New Jersey
$828K
PWMAG
496
Pinnacle Wealth Management Advisory Group
New Jersey
$823K +$23.4K +560 +3%
HCMT
497
Highland Capital Management (Tennessee)
Tennessee
$823K +$581K +13,900 +242%
HPC
498
HM Payson & Co
Maine
$821K -$10.9K -260 -1%
HT
499
Heritage Trust
Oklahoma
$819K -$18.9K -452 -2%
FMWA
500
Forvis Mazars Wealth Advisors
Missouri
$816K +$223K +5,348 +38%

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.