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Vanguard Mid-Cap ETF

889 hedge funds and large institutions have $15.2B invested in Vanguard Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 332 increasing their positions, 316 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $1.69M

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

3% more funds holding

Funds holding: 862889 (+27)

5% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 316

3% more capital invested

Capital invested by funds: $14.8B → $15.2B (+$442M)

7% less funds holding in top 10

Funds holding in top 10: 9689 (-7)

8.65% less ownership

Funds ownership: 237.56%228.91% (-8.6%)

Holders
889
Holders Change
+27
Holders Change %
+3.13%
% of All Funds
19.31%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.93%
New
89
Increased
332
Reduced
316
Closed
46
Calls
$3.98M
Puts
$1.69M
Net Calls
+$2.29M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
801
Permanens Capital
New York
$123K
SMFS
802
Squar Milner Financial Services
California
$123K
SAS
803
Stelac Advisory Services
New York
$117K +$115K +2,800 New
PMFA
804
Plante Moran Financial Advisors
Michigan
$112K -$9.82K -240 -8%
APW
805
Acima Private Wealth
Virginia
$111K
LWM
806
Liberty Wealth Management
California
$110K +$27.3K +668 +34%
FMTCOCP
807
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K -$77.7K -1,900 -44%
CWA
808
Clarus Wealth Advisors
Arizona
$103K -$11K -268 -10%
OSNBOA
809
Old Second National Bank of Aurora
Illinois
$99K -$4.26K -104 -4%
KCPG
810
Kavar Capital Partners Group
Kansas
$96K +$94K +2,296 New
DOA
811
D'Orazio & Associates
Virginia
$94K
TL
812
TrueWealth LLC
Georgia
$88K +$164 +4 +0.2%
PWP
813
Personal Wealth Partners
Minnesota
$87K +$85.1K +2,080 New
BNP Paribas Financial Markets
814
BNP Paribas Financial Markets
France
$86.6K -$2.65M -64,848 -97%
KPCM
815
Kings Point Capital Management
New York
$84K
RWA
816
Redhawk Wealth Advisors
Minnesota
$84K +$81.8K +2,000 New
AF
817
Allworth Financial
California
$83K -$30K -732 -27%
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K
LF
819
Lee Financial
Texas
$67K
DAC
820
Dividend Assets Capital
South Carolina
$65K +$64K +1,564 New
BWA
821
Burt Wealth Advisors
Maryland
$64K
VNA
822
Valley National Advisers
Pennsylvania
$61K
SNT
823
Security National Trust
West Virginia
$59K
SBA
824
Secrest Blakey & Associates
North Carolina
$59K +$57.5K +1,404 New
LFG
825
Larson Financial Group
Missouri
$58K +$9.49K +232 +20%

VO Hedge Fund Activity: Q2 2019 in Review

889 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2019, worth a combined $15.2B — up 3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VO positions and 46 closed out — a net gain of 43 holders — while 332 added to existing stakes and 316 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $167M. The largest seller was Ameriprise, cutting an estimated $153M.

  • 889 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2019, up from 862 in Q1 2019.
  • Funds reported $15.2B of Vanguard Mid-Cap ETF stock for Q2 2019, up 3% quarter-over-quarter.
  • 89 funds opened new Vanguard Mid-Cap ETF positions in Q2 2019 and 46 closed out, a net change of +43 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2019 was Jones Financial Companies, an estimated $167M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2019 was Ameriprise, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2019.