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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
HCC
876
Hirtle Callaghan & Co
Pennsylvania
$7K
GT
877
Glenmede Trust
Pennsylvania
$6.62K +$303K +7,252 +5%
WPW
878
Winthrop Partners - WNY
New York
$6.2K +$6.18K +148 New
LWM
879
Lenox Wealth Management
Ohio
$6K
BCI
880
Brinker Capital Investments
Pennsylvania
$4K -$39.6K -948 -92%
SIM
881
Sonora Investment Management
Arizona
$4K -$21.9K -524 -84%
EWM
882
Edge Wealth Management
New York
$4K
MCM
883
MV Capital Management
Maryland
$4K +$4.01K +96 New
SIS
884
Sound Income Strategies
Florida
$3K
FCH
885
Freestone Capital Holdings
Washington
$2.01K +$38.8K +928 +2%
CAN
886
Claraphi Advisory Network
United States
$2K +$2.17K +52 New
LGWM
887
Litman Gregory Wealth Management
California
$1K -$836 -20 -45%
CT
888
Clearstead Trust
Maine
$1K
AMCA
889
Arthur M. Cohen & Associates
Illinois
$486 -$33.1K -792 -6%
UB
890
UMB Bank
Missouri
$464
FTS
891
Fifth Third Securities
Ohio
-$2.44M -58,180 Closed
USAA
892
United Services Automobile Association
Texas
-$2.34M -56,000 Closed
Millennium Management
893
Millennium Management
New York
-$1.2M -28,808 Closed
SLF
894
Sun Life Financial
Ontario, Canada
-$762K -18,236 Closed
CAMG
895
CWA Asset Management Group
Florida
-$733K -17,544 Closed
PCP
896
Proficio Capital Partners
Massachusetts
-$467K -11,180 Closed
SF
897
Summit Financial
New Jersey
-$413K -9,856 Closed
PCM
898
Penn Capital Management
Pennsylvania
-$385K -9,224 Closed
NDSI
899
Newman Dignan & Sheerar Inc
Rhode Island
-$358 -8,576 Closed
AIS
900
American Investment Services
Massachusetts
-$325K -7,784 Closed

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.