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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
NFP
526
Narus Financial Partners
Utah
$711K -$15.7K -376 -2%
RCG
527
Ruggie Capital Group
Florida
$708K +$707K +16,912 New
IF
528
Ironwood Financial
Arizona
$706K +$156K +3,740 +29%
LFAS
529
Level Four Advisory Services
Texas
$705K -$21.1K -504 -3%
LPT
530
Legacy Private Trust
Wisconsin
$705K +$115K +2,764 +20%
WTB
531
Washington Trust Bank
Washington
$700K +$325K +7,768 +87%
SNBOSD
532
Security National Bank of So Dak
Iowa
$698K +$92.8K +2,220 +15%
TVWM
533
Tower View Wealth Management
Wisconsin
$670K +$4.35K +104 +0.7%
PP
534
PagnatoKarp Partners
Virginia
$656K +$1.84K +44 +0.3%
VWA
535
VERITY Wealth Advisors
United States
$655K +$1K +24 +0.2%
RFN
536
RDA Financial Network
Iowa
$649K +$74.9K +1,792 +14%
BHIA
537
Birch Hill Investment Advisors
Massachusetts
$647K -$85.6K -2,048 -12%
IA
538
IFG Advisors
Missouri
$647K +$645K +15,440 New
RT
539
Rockland Trust
Massachusetts
$644K -$836 -20 -0.1%
OA
540
Oxbow Advisors
Texas
$637K
SMC
541
Smith, Moore & Co
Missouri
$630K +$13.2K +316 +2%
MMPW
542
Mitchell McLeod Pugh & Williams
Alabama
$628K
EWA
543
EP Wealth Advisors
California
$628K +$31.9K +764 +5%
PP
544
PDS Planning
Ohio
$628K +$407K +9,740 +185%
LRIA
545
Leonard Rickey Investment Advisors
Washington
$626K +$10.2K +244 +2%
SFA
546
Stewardship Financial Advisors
Georgia
$623K -$7.69K -184 -1%
FLPIM
547
F.L. Putnam Investment Management
Massachusetts
$620K +$611K +14,616 +7,943%
PAM
548
Peak Asset Management
Colorado
$615K -$15.7K -376 -2%
RMAM
549
Raab & Moskowitz Asset Management
New Jersey
$613K -$42.6K -1,020 -7%
GLA
550
Great Lakes Advisors
Illinois
$596K

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.