We are live on ! Find out more
VO icon

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
IWP
976
IAG Wealth Partners
Wisconsin
$20K +$18.4K +428 New
AWM
977
AllSquare Wealth Management
New York
$18K
RMC
978
Resources Management Corp
Connecticut
$18K
CWA
979
Capital Wealth Alliance
Arizona
$17K +$16.1K +376 New
LWM
980
Lionsbridge Wealth Management
Florida
$17K +$16.5K +384 New
FWM
981
FSA Wealth Management
Massachusetts
$17K +$16.8K +392 New
FWM
982
Filbrandt Wealth Management
Wisconsin
$17K +$17.2K +400 New
TPWA
983
TRUE Private Wealth Advisors
Oregon
$17K +$17.2K +400 New
CWA
984
Carolina Wealth Advisors
South Carolina
$16K +$14.9K +348 New
OSNBOA
985
Old Second National Bank of Aurora
Illinois
$15K
1NWS
986
1 North Wealth Services
Maryland
$15K +$14.3K +332 New
SFG
987
Sowa Financial Group
Rhode Island
$15K +$14.6K +340 New
CWM
988
Cedar Wealth Management
California
$14K -$1.2K -28 -8%
CAM
989
Columbia Asset Management
Michigan
$13.2K -$67.2K -1,564 -5%
FRA
990
Front Row Advisors
California
$13K
AWM
991
Aberdeen Wealth Management
Illinois
$13K +$12.9K +300 New
FPFS
992
First Personal Financial Services
North Carolina
$12K -$17.2K -400 -61%
AIC
993
Archer Investment Corporation
Indiana
$12K
CFN
994
Cordasco Financial Network
Florida
$12K
WQ
995
Wealth Quarterback
New Jersey
$11.5K +$11K +256 New
APC
996
Aspire Private Capital
North Carolina
$11K -$9.45K -220 -46%
FNBOSM
997
First National Bank of South Miami
Florida
$11K
PA
998
Procyon Advisors
Connecticut
$11K +$10.1K +236 New
PWM
999
Provident Wealth Management
Tennessee
$11K +$10.3K +240 New
GDP
1000
Great Diamond Partners
Maine
$11K +$11.2K +260 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.