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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
FDCDDQ
551
Federation des caisses Desjardins du Quebec
Quebec, Canada
$596K
CIBC World Market
552
CIBC World Market
Ontario, Canada
$592K +$312K +7,456 +112%
MBT
553
Montecito Bank & Trust
California
$586K -$30.4K -728 -5%
WP
554
WealthShield Partners
North Carolina
$586K
BIM
555
Baldwin Investment Management
Pennsylvania
$583K +$836 +20 +0.1%
DWM
556
Doyle Wealth Management
Florida
$583K +$4.18K +100 +0.7%
SFG
557
StrategIQ Financial Group
Indiana
$583K +$5.85K +140 +1%
NCM
558
Northwest Capital Management
Oregon
$580K -$55.5K -1,328 -9%
LPIC
559
LeJeune Puetz Investment Counsel
Michigan
$578K
BAC
560
Boys Arnold & Co
North Carolina
$576K +$1.5K +36 +0.3%
TA
561
Trellis Advisors
Washington
$575K
MWA
562
Meridian Wealth Advisors
Texas
$574K +$15.5K +372 +3%
LNB
563
Ledyard National Bank
$573K
ANTB
564
AMG National Trust Bank
Colorado
$572K
NWS
565
Newport Wealth Strategies
California
$570K +$568K +13,592 New
FTI
566
Fiduciary Trust International
Massachusetts
$569K
CPO
567
Cerity Partners OCIO
New York
$568K +$16K +384 +3%
WF
568
Welch & Forbes
Massachusetts
$567K +$249K +5,968 +79%
TFF
569
The Family Firm
Maryland
$566K +$2.17K +52 +0.4%
CFIA
570
Cantor Fitzgerald Investment Advisors
New York
$565K -$328K -7,856 -37%
SWM
571
Segment Wealth Management
Texas
$564K -$75.2K -1,800 -12%
EFS
572
Essex Financial Services
Connecticut
$559K +$50.8K +1,216 +10%
HWM
573
Highwater Wealth Management
Colorado
$555K -$99K -2,368 -15%
ATPW
574
Ashton Thomas Private Wealth
Arizona
$551K -$43.6K -1,044 -7%
MA
575
MONECO Advisors
Connecticut
$549K +$16.7K +400 +3%

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.