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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
PCM
626
Penn Capital Management
Pennsylvania
$385K +$377K +9,224 New
PWM
627
Perigon Wealth Management
California
$383K -$13.7K -336 -4%
TA
628
TFG Advisers
Michigan
$380K -$14.2K -348 -4%
FC
629
Financial Consulate
Maryland
$380K
HNB
630
Huntington National Bank
Ohio
$376K
OFG
631
Omega Financial Group
California
$376K +$818 +20 +0.2%
WTB
632
Washington Trust Bank
Washington
$373K
DI
633
Diligent Investors
California
$368K
VF
634
Virtu Financial
New York
$367K -$106K -2,596 -23%
BIM
635
Bridgecreek Investment Management
Oklahoma
$365K
WCWM
636
Willow Creek Wealth Management
California
$365K +$357K +8,732 New
GWM
637
Greenwich Wealth Management
Connecticut
$363K +$2.29K +56 +0.6%
ACA
638
Atlas Capital Advisors
Wyoming
$362K -$59.9K -1,464 -14%
Neuberger Berman Group
639
Neuberger Berman Group
New York
$361K +$29.3K +716 +9%
APG
640
Abacus Planning Group
South Carolina
$360K +$125K +3,060 +55%
PWP
641
Principle Wealth Partners
Connecticut
$359K +$351K +8,580 New
BCM
642
Bienville Capital Management
New York
$357K
SFG
643
SevenBridge Financial Group
Pennsylvania
$357K +$349K +8,540 New
TIA
644
Traphagen Investment Advisors
New Jersey
$356K
SVWAG
645
Sound View Wealth Advisors Group
Georgia
$355K +$347K +8,492 New
Financial Engines Advisors
646
Financial Engines Advisors
California
$352K -$50.2K -1,228 -13%
MG
647
McCutchen Group
Washington
$351K
SAM
648
Summit Asset Management
Tennessee
$350K -$10.6K -260 -3%
IWMA
649
Ironwood Wealth Management (Arizona)
Arizona
$349K
ADL
650
Asset Dedication LLC
California
$349K +$68.9K +1,684 +25%

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.