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Vanguard Mid-Cap ETF

887 hedge funds and large institutions have $16.2B invested in Vanguard Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 383 increasing their positions, 294 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $761K

30% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 294

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

11.2% more ownership

Funds ownership: 228.91%240.11% (+11%)

7% more capital invested

Capital invested by funds: $15.2B → $16.2B (+$1.01B)

0% less funds holding

Funds holding: 889887 (-2)

2% less funds holding in top 10

Funds holding in top 10: 8987 (-2)

Holders
887
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
19.45%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.91%
New
50
Increased
383
Reduced
294
Closed
44
Calls
$1.83M
Puts
$761K
Net Calls
+$1.07M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$10K +240 +7%
NSB
802
Norway Savings Bank
Maine
$138K
EK
803
Evensky & Katz
Florida
$137K
APW
804
Acima Private Wealth
Virginia
$136K +$25.1K +600 +23%
JCM
805
Jacobi Capital Management
Pennsylvania
$128K -$11K -264 -8%
AIM
806
Axiom Investment Management
New York
$128K
KBFS
807
Kohmann Bosshard Financial Services
Ohio
$128K
PC
808
Permanens Capital
New York
$124K +$836 +20 +0.7%
FM
809
Family Management
New York
$123K -$6.18K -148 -5%
CFG
810
Citizens Financial Group
Rhode Island
$122K +$122K +2,916 New
GTAM
811
Global Trust Asset Management
Florida
$121K -$2.51K -60 -2%
SAS
812
Stelac Advisory Services
New York
$117K
PMFA
813
Plante Moran Financial Advisors
Michigan
$112K
CAM
814
CenterStar Asset Management
Illinois
$110K
FMTCOCP
815
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$103K
FA
816
Financial Advantage
Maryland
$101K +$55.2K +1,320 +120%
DOA
817
D'Orazio & Associates
Virginia
$94K
TL
818
TrueWealth LLC
Georgia
$90K +$1.67K +40 +2%
LWM
819
Liberty Wealth Management
California
$88K -$22.1K -528 -20%
KPCM
820
Kings Point Capital Management
New York
$84K
FCA
821
FinTrust Capital Advisors
South Carolina
$83K +$30.1K +720 +57%
FFC
822
First Financial Corp
Indiana
$76K +$46K +1,100 +153%
LWANC
823
Laurel Wealth Advisors (North Carolina)
North Carolina
$74K
BL
824
Balentine LLC
Georgia
$70K +$70.2K +1,680 New
PCIA
825
Prime Capital Investment Advisors
Kansas
$67K +$67K +1,604 New

VO Hedge Fund Activity: Q3 2019 in Review

887 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2019, worth a combined $16.2B — up 6.6% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VO positions and 44 closed out — a net gain of 6 holders — while 383 added to existing stakes and 294 trimmed.

The largest buyer was Wells Fargo, adding an estimated $359M. The largest seller was Creative Planning, cutting an estimated $25.4M.

  • 887 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2019, down from 889 in Q2 2019.
  • Funds reported $16.2B of Vanguard Mid-Cap ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap ETF positions in Q3 2019 and 44 closed out, a net change of +6 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2019 was Wells Fargo, an estimated $359M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2019 was Creative Planning, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2019.