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Vanguard Mid-Cap ETF

1,027 hedge funds and large institutions have $17.5B invested in Vanguard Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 383 increasing their positions, 303 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 34

98% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.45M

26% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 303

16% more funds holding

Funds holding: 8881,027 (+139)

14% more funds holding in top 10

Funds holding in top 10: 8799 (+12)

7% more capital invested

Capital invested by funds: $16.3B → $17.5B (+$1.2B)

0.71% more ownership

Funds ownership: 240.12%240.83% (+0.71%)

Holders
1,027
Holders Change
+139
Holders Change %
+15.65%
% of All Funds
20.23%
Holding in Top 10
99
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.79%
% of All Funds
1.95%
New
183
Increased
383
Reduced
303
Closed
34
Calls
$2.87M
Puts
$1.45M
Net Calls
+$1.42M
Net Calls Change
+$348K
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
826
Orser Capital Management
Texas
$271K +$30.9K +720 +13%
C1AG
827
Client 1st Advisory Group
Florida
$271K +$261K +6,080 New
IBOK
828
Independence Bank of Kentucky
Kentucky
$270K +$58.9K +1,372 +29%
CFA
829
CWS Financial Advisors
Michigan
$268K +$259K +6,024 New
FLA
830
Financial Life Advisors
Texas
$267K -$54.1K -1,260 -17%
BFPW
831
BOK Financial Private Wealth
Colorado
$266K +$257K +5,980 New
NA
832
Nottingham Advisors
New York
$265K +$2.92K +68 +1%
WA
833
WP Advisors
California
$265K +$255K +5,944 New
RI
834
Ridgewood Investments
New Jersey
$264K +$255K +5,936 New
FPGK
835
Financial Partners Group (Kansas)
Kansas
$263K +$9.96K +232 +4%
S
836
SignatureFD
Georgia
$259K -$12.7K -296 -5%
KWM
837
Kingsview Wealth Management
Oregon
$256K -$53.8K -1,252 -18%
OC
838
Oarsman Capital
Wisconsin
$255K -$4.98K -116 -2%
FC
839
Fulcrum Capital
Washington
$253K -$17.2K -400 -7%
UAS
840
United Asset Strategies
New York
$251K -$35K -816 -13%
AF
841
Arrow Financial
New York
$251K
BAM
842
Barrett Asset Management
New York
$250K
CCA
843
Checchi Capital Advisers
California
$249K -$1.55K -36 -0.6%
LWM
844
Lyell Wealth Management
California
$249K
APG
845
Abacus Planning Group
South Carolina
$247K
SCA
846
Strategic Capital Advisers
Colorado
$242K -$8.59K -200 -4%
RIA
847
Realta Investment Advisors
Delaware
$242K +$88.3K +2,056 +59%
LRPA
848
L. Roy Papp & Associates
Arizona
$241K +$3.44K +80 +1%
WCWM
849
Willow Creek Wealth Management
California
$240K -$144K -3,364 -38%
CCMG
850
Clark Capital Management Group
Pennsylvania
$240K

VO Hedge Fund Activity: Q4 2019 in Review

1,027 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2019, worth a combined $17.5B — up 7.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new VO positions and 34 closed out — a net gain of 149 holders — while 383 added to existing stakes and 303 trimmed.

The largest buyer was Wells Fargo, adding an estimated $136M. The largest seller was Deutsche Bank, cutting an estimated $515M.

  • 1,027 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2019, up from 888 in Q3 2019.
  • Funds reported $17.5B of Vanguard Mid-Cap ETF stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 183 funds opened new Vanguard Mid-Cap ETF positions in Q4 2019 and 34 closed out, a net change of +149 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2019 was Wells Fargo, an estimated $136M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2019 was Deutsche Bank, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2019.