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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
JMPWA
51
JP Morgan Private Wealth Advisors
California
$33M +$957K +23,396 +3%
NFG
52
Nadler Financial Group
Illinois
$32.8M +$631K +15,432 +2%
CM
53
Churchill Management
California
$32.7M +$32M +781,692 New
TTWM
54
TCV Trust & Wealth Management
Virginia
$31M -$222K -5,436 -0.7%
Natixis Advisors
55
Natixis Advisors
Massachusetts
$30.9M -$2.94M -71,964 -9%
RWMH
56
Riverpoint Wealth Management Holdings
Illinois
$30.1M +$692K +16,900 +2%
PIMG
57
Patriot Investment Management Group
Tennessee
$28.9M -$70.9K -1,732 -0.2%
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$28.6M +$122K +2,976 +0.4%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$26.1M -$1.55M -37,828 -6%
FFA
60
Fragasso Financial Advisors
Pennsylvania
$26.1M +$1.29M +31,644 +5%
FHA
61
First Horizon Advisors
Tennessee
$25.4M -$137K -3,348 -0.5%
FCI
62
Financial Counselors Inc
Kansas
$25.3M +$4.56M +111,380 +23%
PAI
63
Pittenger & Anderson Inc
Nebraska
$24.6M +$294K +7,188 +1%
SI
64
Stephens Inc
Arkansas
$24.4M +$1.23M +29,988 +5%
PAG
65
Private Advisor Group
New Jersey
$24M +$128K +3,128 +0.5%
FA
66
FDx Advisors
Illinois
$23.6M -$852K -20,832 -4%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$23.1M +$302K +7,372 +1%
DSA
68
Droms Strauss Advisors
Missouri
$22.2M -$79.5K -1,944 -0.4%
SB
69
Simmons Bank
Arkansas
$22M -$96.9K -2,368 -0.4%
HighTower Advisors
70
HighTower Advisors
Illinois
$21.8M -$378K -9,228 -2%
CIC
71
Cutler Investment Counsel
Oregon
$21.5M -$415K -10,140 -2%
NQWM
72
Northwest Quadrant Wealth Management
Oregon
$21M +$675K +16,508 +3%
LIM
73
Leavell Investment Management
Alabama
$19.9M +$636K +15,536 +3%
SPIA
74
Strategic Point Investment Advisors
Rhode Island
$19.7M -$1.02M -24,860 -5%
CFGS
75
Concourse Financial Group Securities
Alabama
$19.4M +$717K +17,532 +4%

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.