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Vanguard Mid-Cap ETF

769 hedge funds and large institutions have $14.2B invested in Vanguard Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

8% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.08B)

0% more funds holding

Funds holding: 766769 (+3)

2% less funds holding in top 10

Funds holding in top 10: 8381 (-2)

2.7% less ownership

Funds ownership: 231.82%229.12% (-2.7%)

77% less call options, than puts

Call options by funds: $943K | Put options by funds: $4.04M

Holders
769
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.58%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.85%
New
44
Increased
287
Reduced
253
Closed
36
Calls
$943K
Puts
$4.04M
Net Calls
-$3.1M
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
601
Rehmann Capital Advisory Group
Michigan
$273K -$163 -4 -0.1%
SCA
602
Snowden Capital Advisors
New York
$272K +$270K +6,624 New
MIA
603
MainStreet Investment Advisors
Illinois
$269K -$15.5K -380 -5%
GPC
604
Glacier Peak Capital
Washington
$268K -$39.5K -968 -13%
WPC
605
Waters Parkerson & Co
Louisiana
$267K -$8.16K -200 -3%
CFA
606
Carroll Financial Associates
North Carolina
$267K
DG
607
Delek Group
Israel
$264K -$27.1K -664 -9%
WA
608
Winfield Associates
Ohio
$264K +$30.5K +748 +13%
FWM
609
Frontier Wealth Management
Missouri
$264K +$263K +6,440 New
RVPG
610
Relative Value Partners Group
$263K +$11.9K +292 +5%
MWM
611
Mission Wealth Management
California
$263K +$35.4K +868 +16%
OCM
612
Orser Capital Management
Texas
$261K +$277K +6,780 New
CSIC
613
Clifford Swan Investment Counsel
California
$260K
WCM
614
Windham Capital Management
Massachusetts
$260K
PSUF
615
People's United Financial
Connecticut
$259K +$204K +4,988 +325%
PAG
616
Private Advisory Group
Washington
$258K -$653 -16 -0.2%
CL
617
CPWM LLC
Washington
$258K
BA
618
Boston Advisors
Massachusetts
$257K
FFWA
619
FRG Family Wealth Advisors
Washington
$250K -$78.7K -1,928 -24%
FPCG
620
Fort Pitt Capital Group
Pennsylvania
$250K -$29.5K -724 -11%
CCA
621
Checchi Capital Advisers
California
$249K -$2.45K -60 -1%
PP
622
PagnatoKarp Partners
Virginia
$249K +$246K +6,036 New
Chevy Chase Trust
623
Chevy Chase Trust
Maryland
$247K -$3.59K -88 -1%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$247K +$245K +6,008 New
IWMA
625
Ironwood Wealth Management (Arizona)
Arizona
$246K

VO Hedge Fund Activity: Q3 2018 in Review

769 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2018, worth a combined $14.2B — up 8.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VO positions and 36 closed out — a net gain of 8 holders — while 287 added to existing stakes and 253 trimmed.

The largest buyer was Wells Fargo, adding an estimated $163M. The largest seller was Financial Counselors Inc, cutting an estimated $171M.

  • 769 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2018, up from 766 in Q2 2018.
  • Funds reported $14.2B of Vanguard Mid-Cap ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap ETF positions in Q3 2018 and 36 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2018 was Wells Fargo, an estimated $163M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.