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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
BAM
476
Belpointe Asset Management
Nevada
$1.25M +$405K +9,440 +51%
PPP
477
Private Portfolio Partners
New Jersey
$1.23M +$3.44K +80 +0.3%
PTC
478
Private Trust Company
Ohio
$1.22M -$13.2K -308 -1%
MWPCG
479
Measured Wealth Private Client Group
New Hampshire
$1.21M -$107K -2,496 -8%
FSC
480
Full Sail Capital
Oklahoma
$1.21M -$4.29K -100 -0.4%
WB
481
Webster Bank
Connecticut
$1.2M
CHA
482
Carmichael Hill & Associates
Maryland
$1.19M -$8.59K -200 -0.7%
SFWC
483
Strategic Family Wealth Counselors
New Jersey
$1.18M +$195K +4,536 +21%
BWM
484
BigSur Wealth Management
Florida
$1.18M
RSVP
485
Ramsay Stattman Vela & Price
Colorado
$1.17M
PWAC
486
Private Wealth Advisors (California)
California
$1.17M +$99.1K +2,308 +10%
IWC
487
Integrated Wealth Concepts
Massachusetts
$1.16M -$7.73K -180 -0.7%
AMG
488
Asset Management Group
Connecticut
$1.15M +$1.11M +25,852 New
AAM
489
Aureus Asset Management
Massachusetts
$1.14M -$25.8K -600 -2%
ECG
490
Edge Capital Group
Georgia
$1.13M +$4.64K +108 +0.4%
AWM
491
Avior Wealth Management
Nebraska
$1.12M -$181K -4,224 -11%
WJWM
492
Williams Jones Wealth Management
New York
$1.11M
NFG
493
Next Financial Group
Texas
$1.1M +$87.1K +2,028 +9%
DFA
494
Delta Financial Advisors
Louisiana
$1.09M +$172 +4 +0%
PAS
495
Park Avenue Securities
New York
$1.09M +$10.5K +244 +1%
AF
496
Advisornet Financial
Minnesota
$1.09M -$32.5K -756 -3%
IAN
497
Integrated Advisors Network
Texas
$1.08M +$1.04M +24,272 New
Franklin Resources
498
Franklin Resources
California
$1.07M
BFA
499
Bluestem Financial Advisors
Illinois
$1.07M +$1.03M +23,940 New
SKK
500
Shepherd Kaplan Krochuk
Massachusetts
$1.06M +$222K +5,164 +28%

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.