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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
MA
51
MUFG Americas
New York
$33.9M -$390K -9,340 -1%
NFG
52
Nadler Financial Group
Illinois
$33.9M +$1.01M +24,236 +3%
FCI
53
Financial Counselors Inc
Kansas
$31.5M +$6.05M +144,812 +24%
TTWM
54
TCV Trust & Wealth Management
Virginia
$30.9M -$217K -5,188 -0.7%
RWMH
55
Riverpoint Wealth Management Holdings
Illinois
$30.3M +$180K +4,316 +0.6%
CM
56
Churchill Management
California
$30M -$2.74M -65,672 -8%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$29.8M -$1.21M -29,052 -4%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$29.4M +$13.3M +318,060 +83%
PGFC
59
Peapack-Gladstone Financial Corp
New Jersey
$28.9M +$259K +6,204 +0.9%
PIMG
60
Patriot Investment Management Group
Tennessee
$28.5M -$486K -11,620 -2%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$27.5M +$1.42M +34,068 +5%
FFA
62
Fragasso Financial Advisors
Pennsylvania
$26.6M +$424K +10,140 +2%
FHA
63
First Horizon Advisors
Tennessee
$25.9M +$385K +9,212 +2%
SI
64
Stephens Inc
Arkansas
$25.3M +$850K +20,332 +3%
PAI
65
Pittenger & Anderson Inc
Nebraska
$25.1M +$496K +11,860 +2%
AssetMark Inc
66
AssetMark Inc
California
$24.3M +$23.6M +565,108 +3,551%
PAG
67
Private Advisor Group
New Jersey
$23.8M -$307K -7,336 -1%
HighTower Advisors
68
HighTower Advisors
Illinois
$23.4M +$1.54M +36,836 +7%
NQWM
69
Northwest Quadrant Wealth Management
Oregon
$22.9M +$1.42M +34,092 +7%
Mariner
70
Mariner
Kansas
$22.4M +$3.27M +78,168 +17%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$22.3M -$904K -21,628 -4%
SB
72
Simmons Bank
Arkansas
$21.2M -$855K -20,472 -4%
DSA
73
Droms Strauss Advisors
Missouri
$21.1M -$1.08M -25,932 -5%
FA
74
FDx Advisors
Illinois
$20.8M -$2.9M -69,440 -12%
CIC
75
Cutler Investment Counsel
Oregon
$20.4M -$1.14M -27,188 -5%

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.