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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
BFO
526
Boston Family Office
Massachusetts
$950K
LFAS
527
Level Four Advisory Services
Texas
$950K +$197K +4,592 +27%
GBT
528
Grove Bank & Trust
Florida
$943K -$306K -7,116 -25%
STB
529
S&T Bank
Pennsylvania
$943K -$40.7K -948 -4%
SFA
530
Sequoia Financial Advisors
Ohio
$930K +$151K +3,520 +20%
FC
531
Ferris Capital
Massachusetts
$928K
PP
532
PDS Planning
Ohio
$926K +$249K +5,788 +39%
SWM
533
SigFig Wealth Management
California
$925K -$33K -768 -4%
WCM
534
WealthBridge Capital Management
Ohio
$920K -$4.29K -100 -0.5%
FCB
535
First Command Bank
Texas
$919K +$29K +676 +3%
FCFS
536
First Command Financial Services
Texas
$919K +$29K +676 +3%
HTC
537
Haverford Trust Company
Pennsylvania
$913K
CFMC
538
Curbstone Financial Management Corp
New Hampshire
$909K
FWM
539
Frontier Wealth Management
Missouri
$905K
TYCC
540
Texas Yale Capital Corp
Florida
$905K +$98.1K +2,284 +13%
SWM
541
Segment Wealth Management
Texas
$903K +$292K +6,796 +50%
ZF
542
Zhang Financial
Michigan
$897K -$30.7K -716 -3%
ACM
543
Azimuth Capital Management
Michigan
$897K +$9.96K +232 +1%
CIA
544
Covington Investment Advisors
Pennsylvania
$895K +$40.7K +948 +5%
LW
545
Linscomb Wealth
Texas
$890K +$338K +7,876 +65%
RTS
546
Round Table Services
New Jersey
$885K +$4.64K +108 +0.5%
CP
547
Camelot Portfolios
Ohio
$884K +$23.5K +548 +3%
NWS
548
Newport Wealth Strategies
California
$883K +$267K +6,220 +46%
G
549
Gainplan
Michigan
$883K +$852K +19,832 New
EFS
550
Essex Financial Services
Connecticut
$879K +$275K +6,404 +48%

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.