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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
SWA
576
Stratos Wealth Advisors
Ohio
$496K +$1.96K +48 +0.4%
MOS
577
MGO One Seven
Ohio
$492K -$45.3K -1,108 -9%
LCM
578
Liberty Capital Management
Michigan
$491K +$480K +11,740 New
BWM
579
Baystate Wealth Management
Massachusetts
$487K -$6.38K -156 -1%
CBN
580
Cadence Bank NA
Texas
$485K
JIP
581
Jaffetilchin Investment Partners
Florida
$483K -$3M -73,356 -86%
CCA
582
Clearwater Capital Advisors
Illinois
$482K -$128K -3,132 -21%
IWA
583
Inspirion Wealth Advisors
Illinois
$481K -$55K -1,344 -10%
LW
584
Linscomb Wealth
Texas
$477K
OC
585
Oakworth Capital
Alabama
$476K -$74.8K -1,828 -14%
PFT
586
Providence First Trust
Arizona
$476K -$49.1K -1,200 -10%
BB
587
Busey Bank
Illinois
$476K
TCM
588
Tradewinds Capital Management
Washington
$471K -$13.7K -336 -3%
PCP
589
Proficio Capital Partners
Massachusetts
$467K
FWCM
590
Ferguson Wellman Capital Management
Oregon
$466K +$118K +2,888 +35%
TC
591
Trust Company
Kansas
$461K
ACM
592
Ategra Capital Management
Virginia
$454K +$444K +10,852 New
CL
593
Choreo LLC
Illinois
$453K -$13.1K -320 -3%
WPSG
594
Wealth & Pension Services Group
Georgia
$451K +$982 +24 +0.2%
OPA
595
Old Port Advisors
Maine
$450K -$20.3K -496 -4%
CCA
596
Conservest Capital Advisors
Pennsylvania
$445K +$164 +4 +0%
Prudential Financial
597
Prudential Financial
New Jersey
$444K -$9.98K -244 -2%
BFA
598
Beaumont Financial Advisors
Massachusetts
$443K -$21.1K -516 -5%
GAM
599
Grandview Asset Management
Pennsylvania
$443K +$434K +10,604 New
RIS
600
Retirement Income Solutions
Michigan
$441K

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.