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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
FA
951
Financial Advantage
Maryland
$48K -$56.7K -1,320 -55%
OIA
952
Optimum Investment Advisors
Illinois
$47K -$20.6K -480 -31%
KTC
953
Kistler-Tiffany Companies
Pennsylvania
$46K
FWP
954
FAS Wealth Partners
Kansas
$44K +$42.6K +992 New
APWM
955
Atlas Private Wealth Management
New York
$42K +$40.4K +940 New
PP
956
Pacifica Partners
Canada
$40K +$39K +908 New
WB
957
West Bancorporation
Iowa
$39K +$37.3K +868 New
CFG
958
CKW Financial Group
Hawaii
$39K +$37.8K +880 New
RCA
959
Rowland Carmichael Advisors
Arizona
$38K +$1.37K +32 +4%
WFMPM
960
Woodley Farra Manion Portfolio Management
Indiana
$38K +$36.6K +852 New
FWM
961
Focused Wealth Management
New York
$37K -$2.92K -68 -8%
GWS
962
Glassman Wealth Services
Virginia
$37K
CHC
963
City Holding Co
West Virginia
$36K
DWA
964
Dougherty Wealth Advisers
Minnesota
$36K
GSC
965
G&S Capital
Colorado
$35K
CAL
966
Capital Analysts LLC
Pennsylvania
$33K
CIM
967
Contravisory Investment Management
Massachusetts
$29K
LWA
968
Lenox Wealth Advisors
New York
$29K
LF
969
Lee Financial
Texas
$28K
LIA
970
LS Investment Advisors
Michigan
$28K
BDWM
971
Brewin Dolphin Wealth Management
Ireland
$27.6K
BCM
972
Blume Capital Management
California
$24K
AA
973
AlphaMark Advisors
Kentucky
$23K
AIA
974
Armor Investment Advisors
North Carolina
$22K +$21.1K +492 New
FIB
975
First Interstate Bank
Montana
$22K +$21.3K +496 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.