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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
Citadel Advisors
601
Citadel Advisors
Florida
$488K +$486K +11,640 New
CBN
602
Cadence Bank NA
Texas
$486K
CCA
603
Clearwater Capital Advisors
Illinois
$484K
RBCM
604
Raub Brock Capital Management
California
$483K +$262K +6,268 +119%
OC
605
Oakworth Capital
Alabama
$477K
BB
606
Busey Bank
Illinois
$473K -$4.85K -116 -1%
TCM
607
Tradewinds Capital Management
Washington
$472K
LDB
608
Lee, Danner & Bass
Tennessee
$467K -$56.8K -1,360 -11%
FWCM
609
Ferguson Wellman Capital Management
Oregon
$466K
TC
610
Trust Company
Kansas
$462K
BWM
611
Baystate Wealth Management
Massachusetts
$458K -$26.6K -636 -5%
FHC
612
First Heartland Consultants
Missouri
$457K -$64.2K -1,536 -12%
CL
613
Choreo LLC
Illinois
$453K +$669 +16 +0.1%
ACM
614
Allred Capital Management
Texas
$452K -$40.3K -964 -8%
EBT
615
Enterprise Bank & Trust
Massachusetts
$452K +$119K +2,856 +36%
EWA
616
Exencial Wealth Advisors
Oklahoma
$451K +$449K +10,756 New
JIP
617
Jaffetilchin Investment Partners
Florida
$450K -$34.6K -828 -7%
OAM
618
Oppenheimer Asset Management
New York
$447K +$16.7K +400 +4%
WPSG
619
Wealth & Pension Services Group
Georgia
$446K -$6.02K -144 -1%
CCA
620
Conservest Capital Advisors
Pennsylvania
$446K +$167 +4 +0%
WWM
621
Windsor Wealth Management
Indiana
$445K -$79.4K -1,900 -15%
OPA
622
Old Port Advisors
Maine
$443K +$4.18K +100 +0.9%
LC
623
Lindbrook Capital
California
$442K
RIS
624
Retirement Income Solutions
Michigan
$442K
FT
625
Fiduciary Trust
Massachusetts
$438K +$138K +3,300 +46%

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.