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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
PCS
701
Personal CFO Solutions
New Jersey
$295K +$294K +7,032 New
PWW
702
Pettyjohn Wood & White
Virginia
$294K -$3.68K -88 -1%
CAL
703
Capital Advisors Ltd
Ohio
$294K
GHAM
704
Gilman Hill Asset Management
Connecticut
$294K
SCA
705
Stokes Capital Advisors
South Carolina
$294K
KWM
706
Kingsview Wealth Management
Oregon
$294K +$9.19K +220 +3%
VFA
707
Valeo Financial Advisors
Indiana
$289K +$17.9K +428 +7%
PSF
708
Pacific Sun Financial
California
$289K +$47.3K +1,132 +20%
GD
709
Grandfield & Dodd
New York
$287K
BFO
710
Biltmore Family Office
North Carolina
$282K
RVPG
711
Relative Value Partners Group
$281K +$669 +16 +0.2%
LCM
712
LVM Capital Management
Michigan
$275K +$19.7K +472 +8%
IA
713
IFG Advisory
Georgia
$274K -$2.17M -51,848 -89%
MCM
714
Mengis Capital Management
Oregon
$274K +$274K +6,552 New
MPW
715
MA Private Wealth
California
$273K -$34.4K -824 -11%
FLI
716
Family Legacy Inc
South Carolina
$273K -$32.9K -788 -11%
UAS
717
United Asset Strategies
New York
$270K -$22.7K -544 -8%
CL
718
CPWM LLC
Washington
$270K +$1.17K +28 +0.4%
SWA
719
Stratos Wealth Advisors
Ohio
$269K -$227K -5,436 -46%
AWA
720
ARS Wealth Advisors
Florida
$269K -$11K -264 -4%
SAM
721
Silvercrest Asset Management
New York
$268K
WPC
722
Waters Parkerson & Co
Louisiana
$268K +$1.84K +44 +0.7%
BCM
723
Brookstone Capital Management
Illinois
$268K +$61K +1,460 +30%
HCM
724
Hutchinson Capital Management
California
$266K +$265K +6,340 New
FBA
725
Front Barnett Associates
Illinois
$264K

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.