We are live on ! Find out more
VO icon

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
FCA
826
FinTrust Capital Advisors
South Carolina
$53K +$8.68K +212 +20%
DWA
827
Dougherty Wealth Advisers
Minnesota
$52K
DWM
828
Destination Wealth Management
California
$50K -$13.1K -320 -21%
BC
829
Barnett & Company
Tennessee
$50K
CIA
830
Cascade Investment Advisors
Oregon
$48.6K
FA
831
Financial Advantage
Maryland
$45K -$45K -1,100 -50%
KTC
832
Kistler-Tiffany Companies
Pennsylvania
$43K
OIA
833
Optimum Investment Advisors
Illinois
$43K
SHJ
834
Sharkey, Howes & Javer
Colorado
$43K
BCI
835
Brinker Capital Investments
Pennsylvania
$43K +$31.4K +768 +287%
RCA
836
Rowland Carmichael Advisors
Arizona
$42K -$1.31K -32 -3%
TIM
837
Tortoise Investment Management
New York
$39K
FWM
838
Focused Wealth Management
New York
$35K -$1.64K -40 -5%
EWM
839
Executive Wealth Management
Michigan
$35K +$17.8K +436 +111%
GWS
840
Glassman Wealth Services
Virginia
$34K
AWM
841
AllSquare Wealth Management
New York
$34K +$16.9K +412 +103%
GSC
842
G&S Capital
Colorado
$33K
CAL
843
Capital Analysts LLC
Pennsylvania
$31K +$30.1K +736 New
PFO
844
Pathstone Family Office
New Jersey
$31K +$30.6K +748 New
FFC
845
First Financial Corp
Indiana
$30K -$74.1K -1,812 -72%
FPFS
846
First Personal Financial Services
North Carolina
$28K +$10.6K +260 +65%
CIM
847
Contravisory Investment Management
Massachusetts
$27K
LIA
848
LS Investment Advisors
Michigan
$26K
SIM
849
Sonora Investment Management
Arizona
$26K +$25.5K +624 New
BDWM
850
Brewin Dolphin Wealth Management
Ireland
$25.9K

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.