We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF

987 hedge funds and large institutions have $14.8B invested in Vanguard Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 386 increasing their positions, 363 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $1.25M

16.74% more ownership

Funds ownership: 240.83%257.57% (+17%)

6% more funds holding in top 10

Funds holding in top 10: 99105 (+6)

6% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 363

4% less funds holding

Funds holding: 1,026987 (-39)

15% less capital invested

Capital invested by funds: $17.5B → $14.8B (-$2.65B)

20% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 123

Holders
987
Holders Change
-39
Holders Change %
-3.8%
% of All Funds
21.74%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
2.31%
New
98
Increased
386
Reduced
363
Closed
123
Calls
$1.83M
Puts
$1.25M
Net Calls
+$577K
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
51
Emery Howard Portfolio Management
California
$27.5M -$626K -15,108 -2%
FCI
52
Financial Counselors Inc
Kansas
$26.3M -$603K -14,556 -2%
NFG
53
Nadler Financial Group
Illinois
$26.1M -$1.55M -37,476 -5%
AssetMark Inc
54
AssetMark Inc
California
$25.9M +$7.75M +187,192 +31%
CA
55
Clearstead Advisors
Ohio
$25.4M -$413K -9,984 -1%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$25.3M +$6.78M +163,628 +27%
NQWM
57
Northwest Quadrant Wealth Management
Oregon
$22.5M +$3.28M +79,240 +15%
TTWM
58
TCV Trust & Wealth Management
Virginia
$22.5M -$2.07M -49,880 -7%
RWMH
59
Riverpoint Wealth Management Holdings
Illinois
$22M -$3.09M -74,528 -10%
CI
60
CX Institutional
Indiana
$21.8M +$16.1M +389,812 +143%
HWA
61
Heartwood Wealth Advisors
Virginia
$21.3M -$1.26M -30,308 -4%
CWM
62
Connecticut Wealth Management
Connecticut
$21.3M +$23.3M +562,168 +670%
PIMG
63
Patriot Investment Management Group
Tennessee
$21.2M +$875K +21,136 +3%
FHA
64
First Horizon Advisors
Tennessee
$21M +$782K +18,880 +3%
PAI
65
Pittenger & Anderson Inc
Nebraska
$20.9M +$1.13M +27,348 +4%
HighTower Advisors
66
HighTower Advisors
Illinois
$20.9M +$1.26M +30,424 +5%
CPIG
67
Chicago Partners Investment Group
Illinois
$20.9M +$2.36M +57,052 +11%
DJSG
68
D.J. St. Germain
Massachusetts
$20.7M +$26M +627,616 New
MA
69
MUFG Americas
New York
$20.5M -$7.56M -182,500 -23%
EH
70
Equitable Holdings
New York
$20.3M +$1.7M +41,004 +7%
SI
71
Stephens Inc
Arkansas
$20.3M +$122K +2,952 +0.5%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$19.8M +$1.17M +28,200 +5%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$18.7M -$1.76M -42,416 -7%
Mariner
74
Mariner
Kansas
$18.3M +$841K +20,308 +4%
AWM
75
Altium Wealth Management
New York
$18.3M +$10.3M +249,008 +81%

VO Hedge Fund Activity: Q1 2020 in Review

987 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2020, worth a combined $14.8B — down 15% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VO and 98 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 386 added.

The largest buyer was Wells Fargo, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $146M.

  • 987 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2020, down from 1,026 in Q4 2019.
  • Funds reported $14.8B of Vanguard Mid-Cap ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 98 funds opened new Vanguard Mid-Cap ETF positions in Q1 2020 and 123 closed out, a net change of -25 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2020 was Wells Fargo, an estimated $1.04B added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2020 was JP Morgan Chase, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2020.