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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
CSIC
876
Clifford Swan Investment Counsel
California
$212K +$204K +4,748 New
PWA
877
Physician Wealth Advisors
Utah
$211K +$687 +16 +0.3%
CAC
878
Certified Advisory Corp
Florida
$210K +$687 +16 +0.3%
FNBOMD
879
First National Bank of Mount Dora
Florida
$210K +$203K +4,724 New
OWM
880
Orgel Wealth Management
Wisconsin
$208K +$201K +4,672 New
BRC
881
Bell Rock Capital
Delaware
$207K +$186K +4,340 +1,447%
TWM
882
Titus Wealth Management
California
$206K -$51K -1,188 -20%
NSB
883
Norway Savings Bank
Maine
$205K +$55.5K +1,292 +39%
CC
884
Cadinha & Co
Hawaii
$205K +$198K +4,600 New
BCA
885
Bay Colony Advisors
Massachusetts
$201K +$189K +4,396 New
CGL
886
Clarius Group LLC
Washington
$200K +$189K +4,408 New
PFSC
887
Peoples Financial Services Corp
Pennsylvania
$196K
GFPC
888
Global Financial Private Capital
Florida
$195K -$3.95K -92 -2%
CB
889
Community Bank
New York
$194K -$1.37K -32 -0.7%
FANJ
890
Financial Architects (New Jersey)
New Jersey
$193K +$173K +4,020 +1,256%
PB
891
Pinnacle Bancorp
Nebraska
$192K
AP
892
Atwood & Palmer
Missouri
$191K
MWP
893
Meridian Wealth Partners
Pennsylvania
$190K +$184K +4,276 New
CB
894
CNB Bank
Pennsylvania
$171K
KPCM
895
Kings Point Capital Management
New York
$167K +$74.9K +1,744 +87%
HIA
896
Harbor Investment Advisory
Maryland
$165K +$159K +3,696 New
CTB
897
Country Trust Bank
Illinois
$163K +$4.47K +104 +3%
SWM
898
Sugarloaf Wealth Management
Georgia
$161K +$155K +3,612 New
PFBT
899
Parkside Financial Bank & Trust
Missouri
$159K
TT
900
TI-Trust
Illinois
$155K +$149K +3,476 New

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.