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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
FPS
551
Fieldpoint Private Securities
Connecticut
$878K +$27.5K +640 +3%
HCMT
552
Highland Capital Management (Tennessee)
Tennessee
$877K +$2.58K +60 +0.3%
HPC
553
HM Payson & Co
Maine
$873K
FMWA
554
Forvis Mazars Wealth Advisors
Missouri
$868K
HWMG
555
Hurlow Wealth Management Group
Indiana
$865K +$86.1K +2,004 +12%
TFCP
556
Twin Focus Capital Partners
Massachusetts
$855K -$567K -13,200 -41%
WLIM
557
White Lighthouse Investment Management
Massachusetts
$855K +$31.1K +724 +4%
CCG
558
Chatham Capital Group
Georgia
$854K
Bank of Montreal
559
Bank of Montreal
Ontario, Canada
$846K +$55.1K +1,284 +7%
ACM
560
Anfield Capital Management
California
$842K +$789K +18,372 New
PA
561
PFG Advisors
Arizona
$836K -$11.3K -264 -1%
PWMAG
562
Pinnacle Wealth Management Advisory Group
New Jersey
$835K -$38.6K -900 -5%
PRWA
563
Platte River Wealth Advisors
Colorado
$833K +$805K +18,756 New
TI
564
Truepoint Inc
Ohio
$831K
MCM
565
MAI Capital Management
Ohio
$828K +$15.8K +368 +2%
BBA
566
Braun-Bostich & Associates
Pennsylvania
$821K -$173K -4,040 -18%
IC
567
Intersect Capital
California
$821K
SMC
568
Smith, Moore & Co
Missouri
$816K +$142K +3,296 +22%
CT
569
Cambridge Trust
Massachusetts
$805K +$776K +18,076 New
SBIA
570
Sheaff Brock Investment Advisors
Indiana
$797K -$51.4K -1,196 -6%
FTC
571
Farmers Trust Company
Ohio
$779K -$34.4K -800 -4%
GFPC
572
Global Financial Private Client
Florida
$777K +$749K +17,440 New
PWM
573
Paulson Wealth Management
Illinois
$775K -$140K -3,272 -16%
ASW
574
Astoria Strategic Wealth
Texas
$775K +$746K +17,380 New
SWM
575
Stockman Wealth Management
Montana
$772K -$234K -5,440 -24%

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.