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
TL
926
TrueWealth LLC
Georgia
$95K -$687 -16 -0.7%
WCG
927
Weaver Consulting Group
California
$93K -$107K -2,500 -53%
FMTCOCP
928
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K -$17.2K -400 -16%
Simplex Trading
929
Simplex Trading
Illinois
$91K +$88.1K +2,052 New
PAIM
930
Punch & Associates Investment Management
Minnesota
$89K +$86.1K +2,004 New
FCA
931
FinTrust Capital Advisors
South Carolina
$88K
EP
932
Eudaimonia Partners
Tennessee
$80K +$76.9K +1,792 New
CA
933
CXI Advisors
Indiana
$79K +$76.6K +1,784 New
LWANC
934
Laurel Wealth Advisors (North Carolina)
North Carolina
$78K
LGWM
935
Litman Gregory Wealth Management
California
$76K +$72.7K +1,692 +7,050%
SL
936
Savior LLC
Massachusetts
$75K +$72.1K +1,680 New
AIM
937
Axiom Investment Management
New York
$71K -$62.5K -1,456 -48%
DAC
938
Dividend Assets Capital
South Carolina
$70K
BWA
939
Burt Wealth Advisors
Maryland
$68K
VNA
940
Valley National Advisers
Pennsylvania
$65K
LFG
941
Larson Financial Group
Missouri
$64K +$1.2K +28 +2%
SNT
942
Security National Trust
West Virginia
$62K
CI
943
Cordant Inc
Oregon
$62K +$60.1K +1,400 New
HWA
944
HCR Wealth Advisors
California
$62K +$89.1K +2,076 New
TIM
945
Tortoise Investment Management
New York
$59K +$17.2K +400 +43%
HF
946
Halpern Financial
Virginia
$53.5K +$51.5K +1,200 New
PWP
947
Personal Wealth Partners
Minnesota
$52K
CIA
948
Cascade Investment Advisors
Oregon
$51.8K -$172 -4 -0.3%
CAAS
949
Capital Asset Advisory Services
Michigan
$50K +$46.9K +1,092 New
BA
950
Ballast Advisors
Minnesota
$50K +$48.4K +1,128 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.