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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
BC
701
Brinker Capital
Pennsylvania
$453K +$1.55K +36 +0.4%
GP
702
Girard Partners
Pennsylvania
$451K +$227K +5,292 +109%
BFM
703
Boston Financial Management
Massachusetts
$449K +$85.9K +2,000 +25%
ONB
704
Old National Bancorp
Indiana
$445K -$104K -2,420 -20%
PFGIA
705
Patriot Financial Group Insurance Agency
Massachusetts
$445K +$280K +6,512 +188%
FA
706
FCG Advisors
New Jersey
$444K +$211K +4,924 +97%
ONST
707
Old North State Trust
North Carolina
$442K
ACA
708
Ackerman Capital Advisors
Texas
$441K +$425K +9,892 New
HFA
709
Huber Financial Advisors
Illinois
$441K +$425K +9,900 New
SF
710
Summit Financial
New Jersey
$439K +$423K +9,856 New
RWM
711
Ritholtz Wealth Management
New York
$437K +$8.42K +196 +2%
PV
712
Private Vista
Illinois
$436K
WA
713
Wambolt & Associates
Colorado
$433K -$4.12K -96 -1%
ACM
714
Allred Capital Management
Texas
$432K -$53.1K -1,236 -11%
TA
715
TFG Advisers
Michigan
$427K +$25.6K +596 +7%
DI
716
Diligent Investors
California
$427K +$33.7K +784 +9%
EAM
717
Evanson Asset Management
California
$426K +$515 +12 +0.1%
BWP
718
Bernardo Wealth Planning
Pennsylvania
$424K
MECA
719
Miller Equity Capital Advisors
Texas
$424K +$408K +9,512 New
TCA
720
Transcend Capital Advisors
New Jersey
$424K +$409K +9,516 New
PO
721
Private Ocean
California
$419K
MWA
722
Moser Wealth Advisors
Washington
$419K +$404K +9,400 New
TAM
723
Townsend Asset Management
North Carolina
$416K +$401K +9,336 New
KFGK
724
Keystone Financial Group (Kentucky)
Kentucky
$415K +$159K +3,708 +66%
OPS
725
Orion Portfolio Solutions
Nebraska
$415K +$400K +9,316 New

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.