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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
CPO
626
Cerity Partners OCIO
New York
$617K +$344 +8 +0.1%
LPIC
627
LeJeune Puetz Investment Counsel
Michigan
$615K
CIBC World Market
628
CIBC World Market
Ontario, Canada
$612K -$17.2K -400 -3%
AA
629
Aufman Associates
Pennsylvania
$609K +$587K +13,676 New
MCM
630
Mitchell Capital Management
Kansas
$609K +$587K +13,680 New
ANTB
631
AMG National Trust Bank
Colorado
$608K
FTI
632
Fiduciary Trust International
Massachusetts
$605K
NCM
633
Northwest Capital Management
Oregon
$604K -$12.9K -300 -2%
TFF
634
The Family Firm
Maryland
$604K +$1.89K +44 +0.3%
AA
635
Advisory Alpha
Michigan
$602K +$19.6K +456 +4%
CPA
636
Clear Perspective Advisors
Illinois
$599K -$567K -13,208 -50%
BIM
637
Baldwin Investment Management
Pennsylvania
$598K -$20.6K -480 -3%
CFIA
638
Cantor Fitzgerald Investment Advisors
New York
$595K -$5.84K -136 -1%
FDCDDQ
639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$589K -$42.9K -1,000 -7%
WA
640
Wealth Architects
California
$587K +$8.42K +196 +2%
SIS
641
SVB Investment Services
Utah
$585K +$564K +13,140 New
RA
642
RFG Advisory
Alabama
$583K +$13.1K +304 +2%
LWA
643
LWS Wealth Advisors
New Jersey
$581K +$560K +13,036 New
FFBTD
644
First Financial Bank - Trust Division
Ohio
$576K -$4.98K -116 -0.9%
FNBT
645
FineMark National Bank & Trust
Florida
$576K
SW
646
SkyOak Wealth
Michigan
$576K +$555K +12,932 New
ACP
647
Ashfield Capital Partners
California
$572K -$12K -280 -2%
WFG
648
Wills Financial Group
Virginia
$566K -$2.06K -48 -0.4%
MBT
649
Montecito Bank & Trust
California
$565K -$55.8K -1,300 -9%
PFM
650
Parsec Financial Management
North Carolina
$562K

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.