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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
FRA
951
Front Row Advisors
California
$11K
OSNBOA
952
Old Second National Bank of Aurora
Illinois
$11K
SFG
953
Sowa Financial Group
Rhode Island
$11K
CFN
954
Cordasco Financial Network
Florida
$9K
FPFS
955
First Personal Financial Services
North Carolina
$9K
FNBOSM
956
First National Bank of South Miami
Florida
$8K
PA
957
Procyon Advisors
Connecticut
$8K
IA
958
Independence Advisors
Pennsylvania
$8K +$3.98K +96 +73%
TFA
959
Toth Financial Advisory
Virginia
$7K -$1.17M -28,268 -99%
APC
960
Aspire Private Capital
North Carolina
$7K -$1.66K -40 -16%
HCM
961
Highlander Capital Management
New Jersey
$7K
RMC
962
Resources Management Corp
Connecticut
$6K -$9.11K -220 -55%
GI
963
Gradient Investments
Minnesota
$6K
HCC
964
Hirtle Callaghan & Co
Pennsylvania
$6K
LB
965
Legacy Bridge
Iowa
$6K
CI
966
Cordant Inc
Oregon
$5K -$51.8K -1,252 -89%
LPWM
967
Lake Point Wealth Management
Texas
$5K
LWM
968
Lenox Wealth Management
Ohio
$5K
AIP
969
Ameritas Investment Partners
Nebraska
$5K +$166 +4 +2%
HDIM
970
Hanson & Doremus Investment Management
Vermont
$4K
CWA
971
Carolina Wealth Advisors
South Carolina
$3K -$11.1K -268 -77%
EWM
972
Edge Wealth Management
New York
$3K
MCM
973
MV Capital Management
Maryland
$3K
SIM
974
Sonora Investment Management
Arizona
$3K
TI
975
tru Independence
Oregon
$2.95K +$3.91M +94,504 +1,075%

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.