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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
FMW
726
Farr Miller & Washington
District of Columbia
$413K -$2.58K -60 -0.6%
DWT
727
Dorsey & Whitney Trust
South Dakota
$411K -$12.9K -300 -3%
CCT
728
Capital City Trust
Florida
$408K
OFG
729
Omega Financial Group
California
$405K +$2.06K +48 +0.5%
WA1
730
Wimmer Associates 1
California
$398K -$12.9K -300 -3%
MSS
731
Mitchell Sinkler & Starr
Pennsylvania
$397K
GWM
732
Greenwich Wealth Management
Connecticut
$397K +$1.03K +24 +0.3%
TCOV
733
Trust Company of Vermont
Vermont
$391K +$47.4K +1,104 +14%
RWML
734
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$389K +$859 +20 +0.2%
NFG
735
NewFocus Financial Group
Washington
$388K -$7.56K -176 -2%
FC
736
Financial Consulate
Maryland
$384K -$56.2K -1,308 -13%
NEGWA
737
New England Guild Wealth Advisors
Connecticut
$383K +$43.6K +1,016 +13%
BCM
738
Bienville Capital Management
New York
$380K
TIA
739
Traphagen Investment Advisors
New Jersey
$380K
BIM
740
Bridgecreek Investment Management
Oklahoma
$377K -$11.3K -264 -3%
ADL
741
Asset Dedication LLC
California
$376K +$4.64K +108 +1%
MWM
742
Mission Wealth Management
California
$375K +$687 +16 +0.2%
1WA
743
180 Wealth Advisors
Washington
$375K +$8.59K +200 +2%
LFA
744
Landmark Financial Advisors
Kentucky
$374K +$6.01K +140 +2%
SAM
745
Summit Asset Management
Tennessee
$373K
RBC
746
Roble Belko & Company
Pennsylvania
$373K +$2.06K +48 +0.6%
IWMA
747
Ironwood Wealth Management (Arizona)
Arizona
$372K
PPW
748
Parcion Private Wealth
Washington
$372K +$359K +8,352 New
BWCS
749
Beirne Wealth Consulting Services
Connecticut
$369K -$46.2K -1,076 -11%
SCA
750
Snowden Capital Advisors
New York
$368K +$3.26K +76 +0.9%

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.