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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
NAM
751
NTV Asset Management
West Virginia
$364K
TCM
752
Towercrest Capital Management
Pennsylvania
$364K +$351K +8,164 New
PFT
753
Providence First Trust
Arizona
$362K -$85.9K -2,000 -20%
SA
754
Sunesis Advisors
Kansas
$362K
Financial Engines Advisors
755
Financial Engines Advisors
California
$360K +$5.15K +120 +2%
TNB
756
Thomasville National Bank
Georgia
$357K
Wealth Enhancement Advisory Services
757
Wealth Enhancement Advisory Services
Minnesota
$356K
SNBOSCI
758
Security National Bank of Sioux City Iowa
Iowa
$356K +$344K +8,000 New
HWM
759
Howard Wealth Management
Connecticut
$349K +$337K +7,856 New
VFA
760
Valeo Financial Advisors
Indiana
$347K +$38K +884 +13%
MCM
761
Magnolia Capital Management
New York
$347K +$335K +7,800 New
CC
762
Claybrook Capital
Massachusetts
$346K
NB
763
Nicolet Bankshares
Wisconsin
$340K +$4.64K +108 +1%
9WM
764
9258 Wealth Management
Ohio
$340K +$328K +7,636 New
FPCG
765
Fort Pitt Capital Group
Pennsylvania
$338K +$64.1K +1,492 +24%
BFA
766
Beaumont Financial Advisors
Massachusetts
$335K +$3.44K +80 +1%
CWM
767
Capital Wealth Management
Rhode Island
$335K +$324K +7,536 New
PFO
768
Pathstone Family Office
New Jersey
$333K
NSIM
769
North Star Investment Management
Illinois
$331K +$72.5K +1,688 +29%
DHFB
770
Dixon Hubard Feinour & Brown
Virginia
$329K +$1.72K +40 +0.5%
BWM
771
Baystate Wealth Management
Massachusetts
$327K -$154K -3,596 -33%
MCM
772
Mengis Capital Management
Oregon
$327K +$34.4K +800 +12%
BCM
773
Brookstone Capital Management
Illinois
$327K +$39.7K +924 +14%
SVWAG
774
Sound View Wealth Advisors Group
Georgia
$321K -$54.8K -1,276 -15%
KPWG
775
KFA Private Wealth Group
Virginia
$321K +$310K +7,208 New

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.