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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
CP
501
Camelot Portfolios
Ohio
$809K -$1.51M -36,236 -65%
HS
502
Horan Securities
United States
$806K -$18.2K -436 -2%
CCG
503
Chatham Capital Group
Georgia
$804K +$209K +5,000 +35%
CIA
504
Covington Investment Advisors
Pennsylvania
$802K
SBIA
505
Sheaff Brock Investment Advisors
Indiana
$800K
FPS
506
Fieldpoint Private Securities
Connecticut
$799K -$136K -3,248 -15%
TFA
507
TPG Financial Advisors
Oregon
$797K +$150K +3,596 +23%
TI
508
Truepoint Inc
Ohio
$782K -$6.69K -160 -0.8%
SKK
509
Shepherd Kaplan Krochuk
Massachusetts
$782K +$4.85K +116 +0.6%
BAM
510
Belpointe Asset Management
Nevada
$778K -$360K -8,620 -32%
PA
511
PFG Advisors
Arizona
$777K -$19.7K -472 -2%
WLIM
512
White Lighthouse Investment Management
Massachusetts
$774K +$8.52K +204 +1%
IC
513
Intersect Capital
California
$772K +$551K +13,184 +251%
BW
514
Bison Wealth
Georgia
$771K +$359K +8,596 +88%
FTC
515
Farmers Trust Company
Ohio
$766K
FFN
516
Focus Financial Network
Minnesota
$765K -$30.4K -728 -4%
MCM
517
MAI Capital Management
Ohio
$764K +$508K +12,160 +200%
TYCC
518
Texas Yale Capital Corp
Florida
$755K +$167 +4 +0%
SCM
519
Sterling Capital Management
North Carolina
$743K -$33.9K -812 -4%
Bank of Montreal
520
Bank of Montreal
Ontario, Canada
$742K -$11.1M -266,508 -94%
CWP
521
Capital Wealth Planning
Florida
$732K +$25.6K +612 +4%
AA
522
Ancora Advisors
Ohio
$731K -$81.7K -1,956 -10%
SFA
523
Sequoia Financial Advisors
Ohio
$727K -$21.4K -512 -3%
TF
524
Tompkins Financial
New York
$720K +$125K +3,000 +21%
HWMG
525
Hurlow Wealth Management Group
Indiana
$712K +$80.9K +1,936 +13%

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.