We are live on ! Find out more
VO icon

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
AF
901
Affiance Financial
Minnesota
$151K -$262K -6,096 -64%
EW
902
Element Wealth
Mississippi
$148K +$143K +3,332 New
APW
903
Acima Private Wealth
Virginia
$145K
EK
904
Evensky & Katz
Florida
$145K
JCM
905
Jacobi Capital Management
Pennsylvania
$140K +$4.64K +108 +4%
IFAM
906
Institutional & Family Asset Management
Colorado
$139K -$43.6K -1,016 -25%
KBFS
907
Kohmann Bosshard Financial Services
Ohio
$136K
Chevy Chase Trust
908
Chevy Chase Trust
Maryland
$135K +$130K +3,032 New
PC
909
Permanens Capital
New York
$132K +$687 +16 +0.5%
FM
910
Family Management
New York
$131K
SMFS
911
Squar Milner Financial Services
California
$130K -$95.3K -2,220 -43%
CFG
912
Citizens Financial Group
Rhode Island
$130K +$344 +8 +0.3%
GTAM
913
Global Trust Asset Management
Florida
$128K
LWM
914
Liberty Wealth Management
California
$128K +$33.3K +776 +37%
CHAM
915
Clear Harbor Asset Management
Connecticut
$119K +$115K +2,668 New
RWA
916
Ropes Wealth Advisors
Massachusetts
$116K -$1.01M -23,468 -90%
RG
917
Retirement Group
California
$116K +$112K +2,604 New
AF
918
Allworth Financial
California
$113K +$80.9K +1,884 +287%
WCAMG
919
Woodard & Company Asset Management Group
North Carolina
$111K +$107K +2,500 New
NG
920
NWK Group
California
$107K +$103K +2,392 New
BBHC
921
Brown Brothers Harriman & Co
New York
$106K -$875K -20,372 -90%
EWM
922
EPG Wealth Management
Georgia
$104K +$100K +2,340 New
DOA
923
D'Orazio & Associates
Virginia
$100K
IIA
924
ICW Investment Advisors
Arizona
$97K +$93.3K +2,172 New
CWP
925
CFM Wealth Partners
Texas
$96K +$90.2K +2,100 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.