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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
SFS
776
Sowell Financial Services
Arkansas
-$1.35M -33,672 Closed
BC
777
Burney Company
Virginia
-$910K -23,080 Closed
SEI Investments
778
SEI Investments
Pennsylvania
-$705K -17,880 Closed
HPC
779
HM Payson & Co
Maine
-$682K -17,304 Closed
LFS
780
Legacy Financial Strategies
Kansas
-$603K -15,304 Closed
LSAG
781
Lake Street Advisors Group
New Hampshire
-$561K -14,228 Closed
HFA
782
High Falls Advisors
New York
-$393K -9,964 Closed
CFA
783
Cahill Financial Advisors
Minnesota
-$354K -8,968 Closed
OPCM
784
Osborne Partners Capital Management
California
-$268K -6,804 Closed
PC
785
Palo Capital
California
-$262K -6,652 Closed
AWA
786
Acorn Wealth Advisors
Michigan
-$207K -5,248 Closed
CT
787
Cambridge Trust
Massachusetts
-$206K -5,236 Closed
AIM
788
Acropolis Investment Management
Missouri
-$190K -4,832 Closed
BCA
789
Bay Colony Advisors
Massachusetts
-$149K -3,768 Closed
SWPG
790
Strategic Wealth Partners Group
Illinois
-$131K -3,312 Closed
HDIM
791
Hanson & Doremus Investment Management
Vermont
-$86K -2,188 Closed
AA
792
Apriem Advisors
California
-$43K -1,100 Closed
LC
793
Landaas & Company
Wisconsin
-$38K -976 Closed
PRS
794
Pinkerton Retirement Specialists
Idaho
-$32K -800 Closed
KCPG
795
Kavar Capital Partners Group
Kansas
-$24K -612 Closed
1832 Asset Management
796
1832 Asset Management
Ontario, Canada
-$24K -600 Closed
SAM
797
Shamrock Asset Management
Texas
-$20K -520 Closed
SWP
798
Strategic Wealth Partners
Ohio
-$20K -516 Closed
PWAG
799
Polaris Wealth Advisory Group
California
-$17K -448 Closed
CDIA
800
Capital Directions Investment Advisors
Georgia
-$12K -292 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.