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Vanguard Mid-Cap ETF

887 hedge funds and large institutions have $16.2B invested in Vanguard Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 383 increasing their positions, 294 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $761K

30% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 294

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

11.2% more ownership

Funds ownership: 228.91%240.11% (+11%)

7% more capital invested

Capital invested by funds: $15.2B → $16.2B (+$1.01B)

0% less funds holding

Funds holding: 889887 (-2)

2% less funds holding in top 10

Funds holding in top 10: 8987 (-2)

Holders
887
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
19.45%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.91%
New
50
Increased
383
Reduced
294
Closed
44
Calls
$1.83M
Puts
$761K
Net Calls
+$1.07M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
676
180 Wealth Advisors
Washington
$336K +$122K +2,916 +57%
LFA
677
Landmark Financial Advisors
Kentucky
$335K
Financial Engines Advisors
678
Financial Engines Advisors
California
$333K -$18.2K -436 -5%
Wealth Enhancement Advisory Services
679
Wealth Enhancement Advisory Services
Minnesota
$333K
BC
680
Burney Company
Virginia
$328K +$44.5K +1,064 +16%
TCOV
681
Trust Company of Vermont
Vermont
$322K +$41.8K +1,000 +15%
HWA
682
Heritage Wealth Advisors
Virginia
$320K +$6.35K +152 +2%
SBH
683
Segall Bryant & Hamill
Illinois
$318K -$5.35K -128 -2%
NEGWA
684
New England Guild Wealth Advisors
Connecticut
$318K +$109K +2,616 +53%
CC
685
Claybrook Capital
Massachusetts
$317K
NB
686
Nicolet Bankshares
Wisconsin
$315K +$90.6K +2,168 +40%
BFA
687
Beaumont Financial Advisors
Massachusetts
$312K -$132K -3,160 -30%
TI
688
Trexquant Investment
Connecticut
$311K +$310K +7,420 New
DHFB
689
Dixon Hubard Feinour & Brown
Virginia
$308K -$7.19K -172 -2%
HNB
690
Huntington National Bank
Ohio
$307K
CFA
691
Carroll Financial Associates
North Carolina
$306K
PA
692
Parkside Advisors
California
$305K -$17K -408 -5%
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$304K -$110K -2,640 -27%
FLA
694
Financial Life Advisors
Texas
$304K +$93.9K +2,248 +45%
MCG
695
McCollum Christoferson Group
New York
$302K -$92.6K -2,216 -24%
BC
696
Brio Consultants
California
$301K +$1.5K +36 +0.5%
PG
697
Proffitt & Goodson
Tennessee
$299K
MC
698
Mathes Company
New York
$297K
ACM
699
Ategra Capital Management
Virginia
$296K -$158K -3,780 -35%
CFD
700
Creative Financial Designs
Indiana
$296K +$23.4K +560 +8%

VO Hedge Fund Activity: Q3 2019 in Review

887 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2019, worth a combined $16.2B — up 6.6% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VO positions and 44 closed out — a net gain of 6 holders — while 383 added to existing stakes and 294 trimmed.

The largest buyer was Wells Fargo, adding an estimated $359M. The largest seller was Creative Planning, cutting an estimated $25.4M.

  • 887 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2019, down from 889 in Q2 2019.
  • Funds reported $16.2B of Vanguard Mid-Cap ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap ETF positions in Q3 2019 and 44 closed out, a net change of +6 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2019 was Wells Fargo, an estimated $359M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2019 was Creative Planning, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2019.