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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
LWA
851
Lenox Wealth Advisors
New York
$27K +$27.2K +652 New
LF
852
Lee Financial
Texas
$26K -$40.6K -972 -61%
LIA
853
LS Investment Advisors
Michigan
$26K
BDWM
854
Brewin Dolphin Wealth Management
Ireland
$26K
BCM
855
Blume Capital Management
California
$23K -$167 -4 -0.7%
AA
856
AlphaMark Advisors
Kentucky
$21K
1832 Asset Management
857
1832 Asset Management
Ontario, Canada
$21K +$20.9K +500 New
GWAG
858
Garrett Wealth Advisory Group
Texas
$20.3K +$20.2K +484 New
APC
859
Aspire Private Capital
North Carolina
$20K +$19.9K +476 New
QCIG
860
Quad-Cities Investment Group
Iowa
$18K
AWM
861
AllSquare Wealth Management
New York
$17K -$17.2K -412 -51%
RMC
862
Resources Management Corp
Connecticut
$17K +$16.7K +400 New
CWM
863
Cedar Wealth Management
California
$15K
OSNBOA
864
Old Second National Bank of Aurora
Illinois
$14K -$84.4K -2,020 -85%
FANJ
865
Financial Architects (New Jersey)
New Jersey
$13K -$2.84M -67,876 -100%
FRA
866
Front Row Advisors
California
$13K
BRC
867
Bell Rock Capital
Delaware
$13K +$167 +4 +1%
CFN
868
Cordasco Financial Network
Florida
$12K
FGAM
869
Financial Gravity Asset Management
Texas
$12K
AIC
870
Archer Investment Corporation
Indiana
$11K
FNBOSM
871
First National Bank of South Miami
Florida
$10K
GI
872
Gradient Investments
Minnesota
$8K -$5.01K -120 -38%
HCM
873
Highlander Capital Management
New Jersey
$8K
LB
874
Legacy Bridge
Iowa
$8K
AIP
875
Ameritas Investment Partners
Nebraska
$7K

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.