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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
W
851
WealthStone
Ohio
$240K +$9.79K +228 +4%
CAM
852
Congress Asset Management
Massachusetts
$239K
MIA
853
MainStreet Investment Advisors
Illinois
$239K
RA
854
Riverstone Advisors
Texas
$237K +$13.7K +320 +6%
TCPWM
855
Traverso Chambers Private Wealth Management
California
$236K
VWA
856
V Wealth Advisors
Kansas
$236K
Jane Street
857
Jane Street
New York
$233K -$10.6M -246,988 -98%
CA
858
Crewe Advisors
Utah
$233K +$224K +5,228 New
SFG
859
SNS Financial Group
Minnesota
$232K -$7.21K -168 -3%
BIA
860
Bigelow Investment Advisors
Maine
$232K
NCM
861
Narwhal Capital Management
Georgia
$231K -$33.3K -776 -13%
MCM
862
McMillion Capital Management
North Carolina
$231K +$16.8K +392 +8%
DP
863
Dearborn Partners
Illinois
$229K -$2.23K -52 -1%
FBC
864
Fairfield, Bush & Co
Connecticut
$228K
PWM
865
PBMares Wealth Management
Virginia
$226K +$218K +5,084 New
GAM
866
Grandview Asset Management
Pennsylvania
$225K -$345K -8,040 -62%
State Street
867
State Street
Massachusetts
$225K
AP
868
Americana Partners
Texas
$224K +$217K +5,044 New
GIA
869
Gladstone Institutional Advisory
Florida
$223K +$215K +5,004 New
GEA
870
Glen Eagle Advisors
New Jersey
$222K -$3.44K -80 -2%
MA
871
MCF Advisors
Kentucky
$218K -$5.15K -120 -2%
GLLW
872
Graves Light Lenhart Wealth
Virginia
$217K -$12K -280 -5%
FAT
873
First American Trust
California
$217K
FI
874
FormulaFolio Investments
Michigan
$216K +$208K +4,840 New
FMII
875
Farmers & Merchants Investments Inc
Nebraska
$213K

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.