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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
DAC
826
Dividend Assets Capital
South Carolina
$66K
BWA
827
Burt Wealth Advisors
Maryland
$64K
OIA
828
Optimum Investment Advisors
Illinois
$64K +$20.9K +500 +48%
VNA
829
Valley National Advisers
Pennsylvania
$62K
SBA
830
Secrest Blakey & Associates
North Carolina
$59K
SNT
831
Security National Trust
West Virginia
$59K
LFG
832
Larson Financial Group
Missouri
$59K +$836 +20 +1%
BC
833
Barnett & Company
Tennessee
$50K
SB
834
Strategic Blueprint
Georgia
$50K +$50.1K +1,200 New
PWP
835
Personal Wealth Partners
Minnesota
$49K -$38.4K -920 -44%
CPA
836
Capital Planning Advisors
California
$49K +$49K +1,172 New
CIA
837
Cascade Investment Advisors
Oregon
$48.7K +$167 +4 +0.3%
KTC
838
Kistler-Tiffany Companies
Pennsylvania
$43K
TIM
839
Tortoise Investment Management
New York
$39K
FWM
840
Focused Wealth Management
New York
$37K +$1.84K +44 +5%
DWA
841
Dougherty Wealth Advisers
Minnesota
$34K -$18.9K -452 -36%
RCA
842
Rowland Carmichael Advisors
Arizona
$34K -$8.19K -196 -19%
GWS
843
Glassman Wealth Services
Virginia
$34K
CHC
844
City Holding Co
West Virginia
$34K +$33.4K +800 New
GSC
845
G&S Capital
Colorado
$33K
PFO
846
Pathstone Family Office
New Jersey
$31K
CAL
847
Capital Analysts LLC
Pennsylvania
$30K
AF
848
Allworth Financial
California
$28K -$55.3K -1,324 -67%
FPFS
849
First Personal Financial Services
North Carolina
$28K
CIM
850
Contravisory Investment Management
Massachusetts
$27K

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.