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Vanguard Mid-Cap ETF

769 hedge funds and large institutions have $14.2B invested in Vanguard Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

8% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.08B)

0% more funds holding

Funds holding: 766769 (+3)

2% less funds holding in top 10

Funds holding in top 10: 8381 (-2)

2.7% less ownership

Funds ownership: 231.82%229.12% (-2.7%)

77% less call options, than puts

Call options by funds: $943K | Put options by funds: $4.04M

Holders
769
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.58%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.85%
New
44
Increased
287
Reduced
253
Closed
36
Calls
$943K
Puts
$4.04M
Net Calls
-$3.1M
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
751
Parkside Financial Bank & Trust
Missouri
$11K +$4.57K +112 +72%
OSAM
752
O'Shaughnessy Asset Management
Connecticut
$11K +$11.1K +272 New
CG
753
Cutler Group
California
$11K +$11.6K +284 New
GI
754
Gradient Investments
Minnesota
$10K -$1.79K -44 -15%
HCM
755
Highlander Capital Management
New Jersey
$8K
KF
756
Krilogy Financial
Missouri
$8K +$8.49K +208 New
AIP
757
Ameritas Investment Partners
Nebraska
$7K
HCC
758
Hirtle Callaghan & Co
Pennsylvania
$7K
LYV
759
Live Your Vision
Pennsylvania
$7K
CAGAS
760
Capital Advisory Group Advisory Services
Minnesota
$7K +$7.02K +172 New
KTC
761
Kistler-Tiffany Companies
Pennsylvania
$6K
SIS
762
Sound Income Strategies
Florida
$3K
HH
763
HWG Holdings
Texas
$3K +$3.26K +80 New
IBOK
764
Independence Bank of Kentucky
Kentucky
$3K +$3.26K +80 New
ECM
765
Exchange Capital Management
Michigan
$2K
PGWM
766
Parisi Gray Wealth Management
New Jersey
$2K
BCI
767
Brinker Capital Investments
Pennsylvania
$1K +$653 +16 New
CF
768
Centaurus Financial
California
$578 -$778K -19,072 -100%
AMCA
769
Arthur M. Cohen & Associates
Illinois
$501 -$4.9K -120 -1%
FRA
770
Front Row Advisors
California
$11 +$163 +4 +1%
JFA
771
JNBA Financial Advisors
Minnesota
-$12.9M -326,136 Closed
PL
772
Polianta Ltd
Jersey
-$10.5M -266,000 Closed
MIAN
773
Mariner Independent Advisor Network
Kansas
-$3.12M -79,140 Closed
BNP Paribas Financial Markets
774
BNP Paribas Financial Markets
France
-$2.72M -68,944 Closed
Citadel Advisors
775
Citadel Advisors
Florida
-$1.41M -35,816 Closed

VO Hedge Fund Activity: Q3 2018 in Review

769 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2018, worth a combined $14.2B — up 8.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VO positions and 36 closed out — a net gain of 8 holders — while 287 added to existing stakes and 253 trimmed.

The largest buyer was Wells Fargo, adding an estimated $163M. The largest seller was Financial Counselors Inc, cutting an estimated $171M.

  • 769 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2018, up from 766 in Q2 2018.
  • Funds reported $14.2B of Vanguard Mid-Cap ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap ETF positions in Q3 2018 and 36 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2018 was Wells Fargo, an estimated $163M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.