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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
PCTC
501
Perkins Coie Trust Company
Washington
$1.06M +$665K +15,488 +186%
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$1.06M +$172 +4 +0%
SFS
503
Sowell Financial Services
Arkansas
$1.05M -$320K -7,448 -24%
DACG
504
Donor Advised Charitable Giving
California
$1.04M +$5.67K +132 +0.6%
SCG
505
Sonata Capital Group
Washington
$1.04M -$163K -3,800 -14%
ECA
506
Elevated Capital Advisors
Utah
$1.04M +$1M +23,308 New
CRCM
507
Corbett Road Capital Management
Virginia
$1.03M +$989K +23,036 New
AF
508
Alerus Financial
North Dakota
$1.02M -$1.25M -29,096 -56%
SAM
509
SP Asset Management
California
$1.02M +$4.64K +108 +0.5%
BRWA
510
B. Riley Wealth Advisors
Florida
$1.02M +$15.1K +352 +2%
Kovitz Investment Group Partners
511
Kovitz Investment Group Partners
Illinois
$1.01M +$977K +22,760 New
WCFA
512
Walkner Condon Financial Advisors
Wisconsin
$1M +$966K +22,500 New
BAS
513
Brown Advisory Securities
Maryland
$1M -$73.3K -1,708 -7%
CAM
514
Chandler Asset Management
California
$986K
BWP
515
BSW Wealth Partners
Colorado
$979K -$4.29K -100 -0.5%
WTB
516
Washington Trust Bank
Washington
$979K +$226K +5,268 +32%
HIM
517
HawsGoodwin Investment Management
Tennessee
$978K +$943K +21,960 New
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$977K +$34.2K +796 +4%
ESB
519
Essex Savings Bank
Connecticut
$973K +$859 +20 +0.1%
BS
520
Boenning & Scattergood
Pennsylvania
$964K -$164K -3,828 -15%
AWA
521
Arete Wealth Advisors
Illinois
$964K +$7.73K +180 +0.8%
NWP
522
Northstar Wealth Partners
Connecticut
$963K
ACA
523
Aptus Capital Advisors
Alabama
$960K -$56.3K -1,312 -6%
ECM
524
EagleClaw Capital Management
Massachusetts
$955K
CFSG
525
Community Financial Services Group
Vermont
$952K +$33.8K +788 +4%

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.