We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF

769 hedge funds and large institutions have $14.2B invested in Vanguard Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

8% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.08B)

0% more funds holding

Funds holding: 766769 (+3)

2% less funds holding in top 10

Funds holding in top 10: 8381 (-2)

2.7% less ownership

Funds ownership: 231.82%229.12% (-2.7%)

77% less call options, than puts

Call options by funds: $943K | Put options by funds: $4.04M

Holders
769
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.58%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.85%
New
44
Increased
287
Reduced
253
Closed
36
Calls
$943K
Puts
$4.04M
Net Calls
-$3.1M
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
76
Foundations Investment Advisors
Arizona
$15.7M +$1.53M +37,424 +11%
M&T Bank
77
M&T Bank
New York
$15.7M +$1.45M +35,412 +10%
PA
78
Parallel Advisors
California
$15.6M +$106K +2,596 +0.7%
SDWMA
79
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.5M +$499K +12,220 +3%
Brown Advisory
80
Brown Advisory
Maryland
$15.2M +$1.53M +37,464 +11%
ME
81
McIlrath & Eck
Washington
$15.1M -$137K -3,360 -0.9%
FFS
82
Founders Financial Securities
Maryland
$14.9M +$1.07M +26,148 +8%
HFS
83
HL Financial Services
Kentucky
$14.9M +$193K +4,740 +1%
SCA
84
Spearhead Capital Advisors
Florida
$14.9M +$161K +3,936 +1%
HI
85
Horizon Investments
North Carolina
$14.9M +$991K +24,296 +7%
CPIG
86
Chicago Partners Investment Group
Illinois
$14.4M +$1.6M +39,256 +11%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$13.7M +$884K +21,656 +7%
MCM
88
Manchester Capital Management
Vermont
$13.6M +$206K +5,060 +2%
SFWA
89
Summit Financial Wealth Advisors
Louisiana
$13M +$393K +9,640 +3%
BP
90
Ballentine Partners
Massachusetts
$13M +$527K +12,920 +4%
CG
91
Caprock Group
Idaho
$12.9M +$33.8K +828 +0.3%
Mariner
92
Mariner
Kansas
$12.9M -$648K -15,872 -5%
CWM
93
Cranbrook Wealth Management
Michigan
$12.6M +$438K +10,732 +4%
AFG
94
Arkansas Financial Group
Arkansas
$12.6M -$338K -8,292 -3%
PFPT
95
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.2M +$47.3K +1,160 +0.4%
PFA
96
Paradigm Financial Advisors
Missouri
$11.6M +$97.9K +2,400 +0.9%
SCM
97
SOL Capital Management
Maryland
$11.6M +$257K +6,300 +2%
Comerica Bank
98
Comerica Bank
Texas
$11.5M -$629K -15,416 -5%
BF
99
Blankinship & Foster
California
$11.1M +$24.3K +596 +0.2%
BWFA
100
Baltimore-Washington Financial Advisors
Maryland
$11M +$285K +6,992 +3%

VO Hedge Fund Activity: Q3 2018 in Review

769 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2018, worth a combined $14.2B — up 8.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VO positions and 36 closed out — a net gain of 8 holders — while 287 added to existing stakes and 253 trimmed.

The largest buyer was Wells Fargo, adding an estimated $163M. The largest seller was Financial Counselors Inc, cutting an estimated $171M.

  • 769 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2018, up from 766 in Q2 2018.
  • Funds reported $14.2B of Vanguard Mid-Cap ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap ETF positions in Q3 2018 and 36 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2018 was Wells Fargo, an estimated $163M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.