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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
RFC
76
Regions Financial Corp
Alabama
$18.3M +$7.54M +181,992 +49%
SB
77
Simmons Bank
Arkansas
$17M +$156K +3,772 +0.7%
CFGS
78
Concourse Financial Group Securities
Alabama
$17M +$1.37M +33,076 +7%
US Bancorp
79
US Bancorp
Minnesota
$16.9M +$2.85M +68,944 +16%
BCA
80
Berman Capital Advisors
Georgia
$15.9M +$1.92M +46,484 +11%
TPW
81
TL Private Wealth
Texas
$15.8M +$3.14M +75,712 +22%
AFS
82
Axiom Financial Strategies
Indiana
$15.5M +$19.6M +472,280 New
ME
83
McIlrath & Eck
Washington
$15.4M +$1.14M +27,412 +6%
DSA
84
Droms Strauss Advisors
Missouri
$15.3M -$1.74M -42,068 -8%
BlackRock
85
BlackRock
New York
$15.3M +$6.71M +162,016 +54%
LIM
86
Leavell Investment Management
Alabama
$15.1M -$519K -12,532 -3%
CIC
87
Cutler Investment Counsel
Oregon
$14.7M -$711K -17,160 -4%
PFA
88
Pure Financial Advisors
California
$14.7M +$18.5M +446,720 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$14.6M -$218K -5,260 -1%
SDWMA
90
Schneider Downs Wealth Management Advisors
Pennsylvania
$14.5M +$1.47M +35,488 +9%
AAP
91
Arax Advisory Partners
Colorado
$14.1M +$206K +4,972 +1%
AFG
92
Arkansas Financial Group
Arkansas
$14M +$6.51M +157,100 +59%
SPIA
93
Strategic Point Investment Advisors
Rhode Island
$13.9M -$555K -13,408 -3%
PFM
94
Phillips Financial Management
Indiana
$13.2M +$10.2M +245,816 +139%
AllianceBernstein
95
AllianceBernstein
Tennessee
$12.7M -$699K -16,884 -4%
BFPW
96
BOK Financial Private Wealth
Colorado
$12.6M +$15.6M +377,872 +6,319%
EC
97
Estate Counselors
Wisconsin
$12.5M +$12.6M +304,884 +408%
MWA
98
MFA Wealth Advisors
Pennsylvania
$12.5M +$15.7M +379,428 New
Citigroup
99
Citigroup
New York
$12.3M -$4.7M -113,540 -23%
SFWA
100
Summit Financial Wealth Advisors
Louisiana
$12.3M +$728K +17,576 +5%

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.