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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
BFC
701
Bedel Financial Consulting
Indiana
$76K -$8.16K -200 -9%
WIM
702
Westside Investment Management
California
$69.2K +$32.6K +800 +52%
LF
703
Lee Financial
Texas
$66K -$150K -3,684 -70%
BWM
704
Baystate Wealth Management
Massachusetts
$65K +$17.5K +428 +34%
BWA
705
Burt Wealth Advisors
Maryland
$63K
NWM
706
Northwest Wealth Management
Iowa
$61K -$20.4K -500 -25%
IP
707
Intellectus Partners
California
$58K
PFGIA
708
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$20.7K +508 +55%
TL
709
TrueWealth LLC
Georgia
$55K
ML
710
McAdam LLC
Pennsylvania
$54K
VNA
711
Valley National Advisers
Pennsylvania
$52K
FHB
712
First Hawaiian Bank
Hawaii
$51K +$51.1K +1,252 New
DWM
713
Destination Wealth Management
California
$49K -$37.7K -924 -44%
BC
714
Barnett & Company
Tennessee
$49K
SMG
715
Spectrum Management Group
Indiana
$49K
CIA
716
Cascade Investment Advisors
Oregon
$47.7K +$47.3K +1,160 New
AWM
717
Aevitas Wealth Management
Massachusetts
$45K
OSNBOA
718
Old Second National Bank of Aurora
Illinois
$44K -$7.34K -180 -14%
LFA
719
Legacy Financial Advisors
Kentucky
$44K
VCM
720
Vigilant Capital Management
Maine
$43K +$42.9K +1,052 New
OIA
721
Optimum Investment Advisors
Illinois
$42K +$490 +12 +1%
MSA
722
Marino Stram & Associates
Massachusetts
$40K
TIM
723
Tortoise Investment Management
New York
$38K
FWM
724
Focused Wealth Management
New York
$36K -$4.08K -100 -10%
NFG
725
Next Financial Group
Texas
$34K -$245K -6,008 -88%

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.