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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
1SB
651
1ST Source Bank
Indiana
$219K
MC
652
Mathes Company
New York
$213K -$49K -1,200 -19%
RFA
653
Reilly Financial Advisors
California
$209K -$51.1K -1,252 -20%
GTAM
654
Global Trust Asset Management
Florida
$209K
CGL
655
Clarius Group LLC
Washington
$207K +$206K +5,052 New
CBT
656
Central Bank & Trust
Kentucky
$204K
HNB
657
Huntington National Bank
Ohio
$202K
GEA
658
Glen Eagle Advisors
New Jersey
$201K
MIM
659
Marco Investment Management
Georgia
$201K +$200K +4,896 New
SHJ
660
Sharkey, Howes & Javer
Colorado
$196K -$1.31K -32 -0.7%
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$196K
SWM
662
SeaCrest Wealth Management
New York
$193K +$5.22K +128 +3%
BlackRock
663
BlackRock
New York
$186K -$10.3K -252 -5%
CB
664
Community Bank
New York
$185K
SNT
665
Security National Trust
West Virginia
$180K +$49K +1,200 +38%
SG Americas Securities
666
SG Americas Securities
New York
$179K -$1.7M -41,636 -91%
FMTCOCP
667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$179K -$108K -2,644 -38%
AP
668
Atwood & Palmer
Missouri
$176K +$6.37K +156 +4%
IFAM
669
Institutional & Family Asset Management
Colorado
$173K
NSB
670
Norway Savings Bank
Maine
$173K
PFSC
671
Peoples Financial Services Corp
Pennsylvania
$173K
VC
672
Vestor Capital
Illinois
$164K
WA
673
WP Advisors
California
$164K +$34.8K +852 +27%
AIM
674
Arcadia Investment Management
Michigan
$155K
ADL
675
Asset Dedication LLC
California
$153K +$8.98K +220 +6%

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.