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Vanguard Mid-Cap ETF

887 hedge funds and large institutions have $16.2B invested in Vanguard Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 383 increasing their positions, 294 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $761K

30% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 294

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

11.2% more ownership

Funds ownership: 228.91%240.11% (+11%)

7% more capital invested

Capital invested by funds: $15.2B → $16.2B (+$1.01B)

0% less funds holding

Funds holding: 889887 (-2)

2% less funds holding in top 10

Funds holding in top 10: 8987 (-2)

Holders
887
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
19.45%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.91%
New
50
Increased
383
Reduced
294
Closed
44
Calls
$1.83M
Puts
$761K
Net Calls
+$1.07M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
76
Leavell Investment Management
Alabama
$19.9M -$40.3K -964 -0.2%
WSTAM
77
Wilbanks Smith & Thomas Asset Management
Virginia
$19.4M +$7.3M +174,716 +61%
SPIA
78
Strategic Point Investment Advisors
Rhode Island
$19.2M -$575K -13,760 -3%
Citigroup
79
Citigroup
New York
$19.1M -$261K -6,244 -1%
CPIG
80
Chicago Partners Investment Group
Illinois
$18.9M +$537K +12,844 +3%
BCA
81
Berman Capital Advisors
Georgia
$18.8M +$61K +1,460 +0.3%
AWS
82
AJ Wealth Strategies
New York
$18.3M +$854K +20,428 +5%
ME
83
McIlrath & Eck
Washington
$18M +$1.3M +31,180 +8%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$17.9M +$10.3M +246,040 +135%
AAP
85
Arax Advisory Partners
Colorado
$17.9M +$484K +11,588 +3%
US Bancorp
86
US Bancorp
Minnesota
$17.7M -$302K -7,216 -2%
SDWMA
87
Schneider Downs Wealth Management Advisors
Pennsylvania
$16.8M +$127K +3,044 +0.8%
AllianceBernstein
88
AllianceBernstein
Tennessee
$16.7M
M&T Bank
89
M&T Bank
New York
$16.5M -$179K -4,276 -1%
MCM
90
Manchester Capital Management
Vermont
$15.3M +$66.9K +1,600 +0.4%
William Blair & Company
91
William Blair & Company
Illinois
$15.2M +$396K +9,484 +3%
CWM
92
Cranbrook Wealth Management
Michigan
$15.2M -$602K -14,416 -4%
SB
93
Suntrust Banks
Georgia
$15M -$181K -4,324 -1%
SFS
94
Searcy Financial Services
Kansas
$14.9M -$372K -8,908 -2%
Brown Advisory
95
Brown Advisory
Maryland
$14.9M -$884K -21,160 -6%
RFC
96
Regions Financial Corp
Alabama
$14.8M +$4.17M +99,784 +39%
SCA
97
Spearhead Capital Advisors
Florida
$14.7M +$468K +11,200 +3%
CG
98
Caprock Group
Idaho
$14.3M +$248K +5,932 +2%
SFWA
99
Summit Financial Wealth Advisors
Louisiana
$13.8M +$438K +10,484 +3%
SCM
100
SOL Capital Management
Maryland
$13.6M -$500K -11,960 -4%

VO Hedge Fund Activity: Q3 2019 in Review

887 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2019, worth a combined $16.2B — up 6.6% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VO positions and 44 closed out — a net gain of 6 holders — while 383 added to existing stakes and 294 trimmed.

The largest buyer was Wells Fargo, adding an estimated $359M. The largest seller was Creative Planning, cutting an estimated $25.4M.

  • 887 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2019, down from 889 in Q2 2019.
  • Funds reported $16.2B of Vanguard Mid-Cap ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap ETF positions in Q3 2019 and 44 closed out, a net change of +6 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2019 was Wells Fargo, an estimated $359M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2019 was Creative Planning, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2019.