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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
AssetMark Inc
501
AssetMark Inc
California
$661K -$8.18K -200 -1%
RT
502
Rockland Trust
Massachusetts
$657K +$643K +15,720 New
TFA
503
TPG Financial Advisors
Oregon
$655K -$1.64K -40 -0.3%
PP
504
PagnatoKarp Partners
Virginia
$655K +$263K +6,436 +70%
RMAM
505
Raab & Moskowitz Asset Management
New Jersey
$654K -$60.9K -1,488 -9%
HWM
506
Highwater Wealth Management
Colorado
$652K -$35.8K -876 -5%
VWA
507
VERITY Wealth Advisors
United States
$652K -$1.96K -48 -0.3%
HWMG
508
Hurlow Wealth Management Group
Indiana
$645K -$29.1K -712 -4%
SWM
509
Segment Wealth Management
Texas
$638K
CBFP
510
Cedar Brook Financial Partners
Ohio
$635K -$104K -2,552 -14%
OA
511
Oxbow Advisors
Texas
$635K
NCM
512
Northwest Capital Management
Oregon
$634K -$27.8K -680 -4%
ACP
513
Ashfield Capital Partners
California
$631K -$623K -15,224 Closed
SFA
514
Stewardship Financial Advisors
Georgia
$629K -$81.5K -1,992 -12%
PAM
515
Peak Asset Management
Colorado
$629K -$35.4K -864 -5%
MMPW
516
Mitchell McLeod Pugh & Williams
Alabama
$627K +$74.8K +1,828 +14%
RA
517
RFG Advisory
Alabama
$616K +$115K +2,816 +24%
SMC
518
Smith, Moore & Co
Missouri
$615K +$5.73K +140 +1%
MBT
519
Montecito Bank & Trust
California
$614K -$8.18K -200 -1%
LRIA
520
Leonard Rickey Investment Advisors
Washington
$614K
AIC
521
Ameritas Investment Company
Nebraska
$612K -$1.14M -27,908 -66%
SNBOSD
522
Security National Bank of So Dak
Iowa
$604K
BBHC
523
Brown Brothers Harriman & Co
New York
$595K +$31.1K +760 +6%
EWA
524
EP Wealth Advisors
California
$595K +$582K +14,228 New
FDCDDQ
525
Federation des caisses Desjardins du Quebec
Quebec, Canada
$594K

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.