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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
GLA
526
Great Lakes Advisors
Illinois
$594K
ATPW
527
Ashton Thomas Private Wealth
Arizona
$593K +$20.1K +492 +4%
TF
528
Tompkins Financial
New York
$593K +$7.37K +180 +1%
CCG
529
Chatham Capital Group
Georgia
$593K +$19.6K +480 +4%
FMWA
530
Forvis Mazars Wealth Advisors
Missouri
$590K -$196K -4,780 -25%
LPT
531
Legacy Private Trust
Wisconsin
$587K -$13.1K -320 -2%
FFBTD
532
First Financial Bank - Trust Division
Ohio
$585K -$25.4K -620 -4%
WP
533
WealthShield Partners
North Carolina
$585K +$3.27K +80 +0.6%
SFM
534
Signet Financial Management
New Jersey
$582K -$21K -512 -4%
BIM
535
Baldwin Investment Management
Pennsylvania
$581K +$327 +8 +0.1%
DWM
536
Doyle Wealth Management
Florida
$578K -$14.1K -344 -2%
LPIC
537
LeJeune Puetz Investment Counsel
Michigan
$577K
RWP
538
RWA Wealth Partners
Massachusetts
$577K +$13.9K +340 +3%
SFG
539
StrategIQ Financial Group
Indiana
$576K -$73.2K -1,788 -11%
BAC
540
Boys Arnold & Co
North Carolina
$575K -$125K -3,044 -18%
TA
541
Trellis Advisors
Washington
$573K
LNB
542
Ledyard National Bank
$572K
ANTB
543
AMG National Trust Bank
Colorado
$571K +$108K +2,628 +24%
FTI
544
Fiduciary Trust International
Massachusetts
$568K +$556K +13,584 New
Koshinski Asset Management
545
Koshinski Asset Management
Illinois
$562K -$174K -4,256 -24%
TFF
546
The Family Firm
Maryland
$562K +$1.15K +28 +0.2%
PFM
547
Parsec Financial Management
North Carolina
$559K
GG
548
Gofen & Glossberg
Illinois
$558K
MWA
549
Meridian Wealth Advisors
Texas
$557K +$49.4K +1,208 +10%
RFN
550
RDA Financial Network
Iowa
$555K -$4.26K -104 -0.8%

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.