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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
OA
601
Oxbow Advisors
Texas
$677K
RPWA
602
Regent Peak Wealth Advisors
Georgia
$675K +$651K +15,160 New
JFA
603
Johanson Financial Advisors
California
$671K +$20.5M +478,520 New
MMPW
604
Mitchell McLeod Pugh & Williams
Alabama
$668K
SFA
605
Stewardship Financial Advisors
Georgia
$667K +$4.64K +108 +0.7%
RMAM
606
Raab & Moskowitz Asset Management
New Jersey
$665K +$12.9K +300 +2%
TA
607
Trellis Advisors
Washington
$661K +$47.7K +1,112 +8%
B
608
Brightworth
Georgia
$661K +$637K +14,836 New
DWA
609
Douglass Winthrop Advisors
New York
$658K +$410K +9,548 +183%
MWA
610
Meridian Wealth Advisors
Texas
$652K +$40.4K +940 +7%
BAC
611
Boys Arnold & Co
North Carolina
$650K +$34K +792 +6%
LNB
612
Ledyard National Bank
$642K +$31.8K +740 +5%
DI
613
Disciplined Investments
Oklahoma
$642K +$619K +14,420 New
Neuberger Berman Group
614
Neuberger Berman Group
New York
$640K -$719K -16,744 -54%
PAM
615
Peak Asset Management
Colorado
$638K -$15.5K -360 -2%
SFP
616
Strategic Financial Partners
Oregon
$638K +$615K +14,328 New
EWA
617
EP Wealth Advisors
California
$636K -$31.1K -724 -5%
GLA
618
Great Lakes Advisors
Illinois
$636K +$2.06K +48 +0.3%
MA
619
MONECO Advisors
Connecticut
$634K +$30.9K +720 +5%
WF
620
Welch & Forbes
Massachusetts
$629K +$24.9K +580 +4%
CBT
621
Capital Bank & Trust
California
$627K +$433K +10,084 +252%
WP
622
WealthShield Partners
North Carolina
$623K
RFN
623
RDA Financial Network
Iowa
$622K -$49.3K -1,148 -8%
WWM
624
WJ Wealth Management
Arizona
$620K +$598K +13,920 New
SFG
625
StrategIQ Financial Group
Indiana
$618K -$1.72K -40 -0.3%

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.