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Vanguard Mid-Cap ETF

987 hedge funds and large institutions have $14.8B invested in Vanguard Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 386 increasing their positions, 363 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $1.25M

16.74% more ownership

Funds ownership: 240.83%257.57% (+17%)

6% more funds holding in top 10

Funds holding in top 10: 99105 (+6)

6% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 363

4% less funds holding

Funds holding: 1,026987 (-39)

15% less capital invested

Capital invested by funds: $17.5B → $14.8B (-$2.65B)

20% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 123

Holders
987
Holders Change
-39
Holders Change %
-3.8%
% of All Funds
21.74%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
2.31%
New
98
Increased
386
Reduced
363
Closed
123
Calls
$1.83M
Puts
$1.25M
Net Calls
+$577K
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
926
Woodley Farra Manion Portfolio Management
Indiana
$28K
GWS
927
Glassman Wealth Services
Virginia
$27K
DWA
928
Dougherty Wealth Advisers
Minnesota
$26K
GSC
929
G&S Capital
Colorado
$26K
CFO
930
CVA Family Office
Colorado
$26K +$33K +796 New
BA
931
Ballast Advisors
Minnesota
$24K -$16.7K -404 -36%
CAL
932
Capital Analysts LLC
Pennsylvania
$24K
FWM
933
Focused Wealth Management
New York
$23K -$4.47K -108 -13%
SFSG
934
Stearns Financial Services Group
North Carolina
$23K +$28.5K +688 New
IWP
935
IAG Wealth Partners
Wisconsin
$22K +$9.77K +236 +55%
CIM
936
Contravisory Investment Management
Massachusetts
$21K
LF
937
Lee Financial
Texas
$21K
LWA
938
Lenox Wealth Advisors
New York
$21K
BDWM
939
Brewin Dolphin Wealth Management
Ireland
$20.4K
LIA
940
LS Investment Advisors
Michigan
$20K
RCA
941
Rowland Carmichael Advisors
Arizona
$19K -$10.9K -264 -31%
BCM
942
Blume Capital Management
California
$18K
BWL
943
Bogart Wealth LLC
Virginia
$17K +$21.5K +520 New
AIA
944
Armor Investment Advisors
North Carolina
$16K
DWM
945
Darwin Wealth Management
Florida
$16K +$20.2K +488 New
CAAS
946
Capital Asset Advisory Services
Michigan
$15K -$28.7K -692 -63%
LCOV
947
London Company of Virginia
Virginia
$15K +$18.4K +444 New
AWM
948
AllSquare Wealth Management
New York
$13K
FWM
949
Filbrandt Wealth Management
Wisconsin
$13K
FWM
950
FSA Wealth Management
Massachusetts
$13K

VO Hedge Fund Activity: Q1 2020 in Review

987 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2020, worth a combined $14.8B — down 15% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VO and 98 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 386 added.

The largest buyer was Wells Fargo, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $146M.

  • 987 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2020, down from 1,026 in Q4 2019.
  • Funds reported $14.8B of Vanguard Mid-Cap ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 98 funds opened new Vanguard Mid-Cap ETF positions in Q1 2020 and 123 closed out, a net change of -25 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2020 was Wells Fargo, an estimated $1.04B added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2020 was JP Morgan Chase, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2020.