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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
PG
676
Proffitt & Goodson
Tennessee
$298K -$12.3K -300 -4%
BC
677
Brio Consultants
California
$298K -$8.51K -208 -3%
PWW
678
Pettyjohn Wood & White
Virginia
$297K +$491 +12 +0.2%
MC
679
Mathes Company
New York
$296K
CIAS
680
Capital Investment Advisory Services
North Carolina
$294K -$34.7K -848 -11%
SCA
681
Stokes Capital Advisors
South Carolina
$294K
CAL
682
Capital Advisors Ltd
Ohio
$293K
GHAM
683
Gilman Hill Asset Management
Connecticut
$293K
RCAG
684
Rehmann Capital Advisory Group
Michigan
$293K -$52K -1,272 -15%
UAS
685
United Asset Strategies
New York
$292K -$27.5K -672 -9%
GSWM
686
Golden State Wealth Management
California
$292K -$24.6K -600 -8%
GD
687
Grandfield & Dodd
New York
$287K +$13.1K +320 +5%
KWM
688
Kingsview Wealth Management
Oregon
$284K -$111K -2,708 -29%
BC
689
Burney Company
Virginia
$283K -$71.2K -1,740 -20%
CFD
690
Creative Financial Designs
Indiana
$283K +$22.3K +544 +9%
BFO
691
Biltmore Family Office
North Carolina
$282K
RVPG
692
Relative Value Partners Group
$280K +$1.64K +40 +0.6%
CIBC World Market
693
CIBC World Market
Ontario, Canada
$279K -$5.24K -128 -2%
AWA
694
ARS Wealth Advisors
Florida
$279K +$10.8K +264 +4%
TCOV
695
Trust Company of Vermont
Vermont
$279K +$165K +4,036 +153%
BFM
696
Boston Financial Management
Massachusetts
$276K
CCMG
697
Clark Capital Management Group
Pennsylvania
$275K +$13.1K +320 +5%
VFA
698
Valeo Financial Advisors
Indiana
$271K +$1.15K +28 +0.4%
SAM
699
Silvercrest Asset Management
New York
$268K -$40.9K -1,000 -13%
CL
700
CPWM LLC
Washington
$268K +$655 +16 +0.2%

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.