We are live on ! Find out more
VO icon

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
SFG
651
SevenBridge Financial Group
Pennsylvania
$557K +$136K +3,172 +34%
BEC
652
Blue Edge Capital
Virginia
$557K +$537K +12,500 New
BTW
653
Boston Trust Walden
Massachusetts
$556K
SEIA
654
Signature Estate & Investment Advisors
California
$554K -$1.55K -36 -0.3%
KA
655
Klingman & Associates
New York
$553K
CL
656
Choreo LLC
Illinois
$553K +$68.5K +1,596 +15%
CFA
657
Cahill Financial Advisors
Minnesota
$551K +$2.92K +68 +0.6%
EF
658
Empirical Finance
Pennsylvania
$550K +$530K +12,344 New
WWM
659
Windsor Wealth Management
Indiana
$546K +$56K +1,304 +12%
SIC
660
Sigma Investment Counselors
Michigan
$545K -$2.06K -48 -0.4%
First Manhattan
661
First Manhattan
New York
$539K -$6.87K -160 -1%
SFSIG
662
San Francisco Sentry Investment Group
California
$535K
BB
663
Busey Bank
Illinois
$530K +$25.4K +592 +5%
LCM
664
Liberty Capital Management
Michigan
$523K
CCA
665
Clearwater Capital Advisors
Illinois
$521K +$6.7K +156 +1%
FWCM
666
Ferguson Wellman Capital Management
Oregon
$519K +$21.5K +500 +4%
AMCA
667
Arthur M. Cohen & Associates
Illinois
$518K +$1.55K +36 +0.3%
CBN
668
Cadence Bank NA
Texas
$517K
FEG
669
Financial Enhancement Group
Indiana
$514K -$62.3K -1,452 -11%
SFM
670
Signet Financial Management
New Jersey
$514K -$1.72K -40 -0.3%
OC
671
Oakworth Capital
Alabama
$509K
MC
672
Moors & Cabot
Massachusetts
$508K +$67.5K +1,572 +16%
FFC
673
First Financial Corp
Indiana
$508K +$411K +9,576 +526%
TCM
674
Tradewinds Capital Management
Washington
$502K
PWP
675
Principle Wealth Partners
Connecticut
$502K +$115K +2,680 +31%

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.