We are live on ! Find out more
VO icon

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
PCTC
651
Perkins Coie Trust Company
Washington
$348K -$9.98K -244 -3%
RBC
652
Roble Belko & Company
Pennsylvania
$347K
NAM
653
NTV Asset Management
West Virginia
$341K
Wealth Enhancement Advisory Services
654
Wealth Enhancement Advisory Services
Minnesota
$341K +$327K +8,000 New
SA
655
Sunesis Advisors
Kansas
$339K
TNB
656
Thomasville National Bank
Georgia
$335K
LFA
657
Landmark Financial Advisors
Kentucky
$334K -$147K -3,600 -31%
CS
658
Credit Suisse
Switzerland
$333K -$120K -2,944 -27%
EBT
659
Enterprise Bank & Trust
Massachusetts
$332K +$325K +7,940 New
SCA
660
Snowden Capital Advisors
New York
$330K +$491 +12 +0.2%
AIS
661
American Investment Services
Massachusetts
$325K -$104K -2,548 -25%
FI
662
FormulaFolio Investments
Michigan
$322K -$72.7K -1,776 -19%
PA
663
Parkside Advisors
California
$322K +$164 +4 +0.1%
SBH
664
Segall Bryant & Hamill
Illinois
$321K -$39.1K -956 -11%
Wolverine Trading
665
Wolverine Trading
Illinois
$321K +$9.98K +244 +3%
WF
666
Welch & Forbes
Massachusetts
$317K
CC
667
Claybrook Capital
Massachusetts
$316K
DHFB
668
Dixon Hubard Feinour & Brown
Virginia
$314K
HWA
669
Heritage Wealth Advisors
Virginia
$313K +$28.2K +688 +10%
PW
670
Price Wealth
Texas
$308K +$175K +4,284 +139%
MPW
671
MA Private Wealth
California
$307K -$9.33K -228 -3%
CFA
672
Carroll Financial Associates
North Carolina
$305K
FLI
673
Family Legacy Inc
South Carolina
$300K -$5.73K -140 -2%
FT
674
Fiduciary Trust
Massachusetts
$300K
FPGK
675
Financial Partners Group (Kansas)
Kansas
$298K -$19K -464 -6%

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.