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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
LPWM
876
Lake Point Wealth Management
Texas
$7K
GT
877
Glenmede Trust
Pennsylvania
$6.29K +$64.2K +1,568 +1%
PCA
878
Providence Capital Advisors
North Carolina
$6K
LWM
879
Lenox Wealth Management
Ohio
$6K +$6.55K +160 New
HDIM
880
Hanson & Doremus Investment Management
Vermont
$5K +$4.42K +108 New
BRWM
881
B. Riley Wealth Management
Tennessee
$4.18K -$184K -4,496 -4%
EWM
882
Edge Wealth Management
New York
$4K
SIS
883
Sound Income Strategies
Florida
$3K
FBT
884
First Bank & Trust
South Dakota
$3K +$2.78K +68 New
MWM
885
Meridian Wealth Management
Kentucky
$2.19K +$214K +5,240 New
FCMT
886
Founders Capital Management (Texas)
Texas
$2K
LGWM
887
Litman Gregory Wealth Management
California
$2K +$1.8K +44 New
FCH
888
Freestone Capital Holdings
Washington
$1.97K +$13.9K +340 +0.7%
CT
889
Clearstead Trust
Maine
$1K
MF
890
Manchester Financial
California
$1K +$1.31K +32 New
UB
891
UMB Bank
Missouri
$462 -$90.7K -2,216 -17%
NDSI
892
Newman Dignan & Sheerar Inc
Rhode Island
$358 +$351K +8,576 New
WIM
893
Westside Investment Management
California
$38 +$37.8K +924 New
Susquehanna International Group
894
Susquehanna International Group
Pennsylvania
-$3.78M -92,344 Closed
WCG
895
Wall Capital Group
Arizona
-$3.52M -87,708 Closed
JPLA
896
Joseph P. Lucia & Associates
New York
-$104 -68,496 Closed
Capital Fund Management (CFM)
897
Capital Fund Management (CFM)
France
-$2.38M -59,200 Closed
SS
898
Simplicity Solutions
Minnesota
-$1.44M -35,764 Closed
PAS
899
Park Avenue Securities
New York
-$1.38M -34,028 Closed
WA
900
WESPAC Advisors
California
-$1.05M -26,092 Closed

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.