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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
RFA
726
Reilly Financial Advisors
California
$264K +$99.8K +2,388 +61%
BPB
727
Badgley, Phelps & Bell
Washington
$262K
BA
728
Boston Advisors
Massachusetts
$262K
HGWM
729
Harvest Group Wealth Management
Massachusetts
$261K +$249K +5,964 +2,367%
KWMG
730
King Wealth Management Group
Florida
$257K
EWM
731
Empirical Wealth Management
Washington
$257K +$256K +6,124 New
FPCG
732
Fort Pitt Capital Group
Pennsylvania
$256K
FFWA
733
FRG Family Wealth Advisors
Washington
$256K
S
734
SignatureFD
Georgia
$256K +$10.9K +260 +4%
FC
735
Fulcrum Capital
Washington
$255K
NCM
736
Narwhal Capital Management
Georgia
$250K
SWM
737
SeaCrest Wealth Management
New York
$248K +$247K +5,912 New
NA
738
Nottingham Advisors
New York
$246K -$2.51K -60 -1%
OC
739
Oarsman Capital
Wisconsin
$245K +$23.2K +556 +11%
TWM
740
Titus Wealth Management
California
$244K +$16.4K +392 +7%
QAM
741
QCI Asset Management
New York
$244K +$29.3K +700 +14%
NSIM
742
North Star Investment Management
Illinois
$240K +$501 +12 +0.2%
EW
743
Evoke Wealth
California
$238K +$237K +5,680 New
CCA
744
Checchi Capital Advisers
California
$236K -$4.68K -112 -2%
SCA
745
Strategic Capital Advisers
Colorado
$236K -$2.51K -60 -1%
AF
746
Arrow Financial
New York
$236K
VWA
747
V Wealth Advisors
Kansas
$236K +$15.4K +368 +7%
BAM
748
Barrett Asset Management
New York
$235K
LWM
749
Lyell Wealth Management
California
$235K
KFGK
750
Keystone Financial Group (Kentucky)
Kentucky
$235K +$22.7K +544 +11%

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.