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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
GI
1001
Gradient Investments
Minnesota
$9K
HCM
1002
Highlander Capital Management
New Jersey
$9K
AIP
1003
Ameritas Investment Partners
Nebraska
$8K
HCC
1004
Hirtle Callaghan & Co
Pennsylvania
$8K
LB
1005
Legacy Bridge
Iowa
$8K
CFFP
1006
Center for Financial Planning
Michigan
$8K +$7.73K +180 New
LWM
1007
Lenox Wealth Management
Ohio
$7K
LPWM
1008
Lake Point Wealth Management
Texas
$7K +$6.7K +156 New
SQA
1009
Simon Quick Advisors
New Jersey
$7K +$7.04K +164 New
IA
1010
Independence Advisors
Pennsylvania
$6K +$5.67K +132 New
EWM
1011
Edge Wealth Management
New York
$5K
HDIM
1012
Hanson & Doremus Investment Management
Vermont
$5K +$4.64K +108 New
IFWM
1013
Institute for Wealth Management
Colorado
$5K +$4.64K +108 New
TCWM
1014
Total Clarity Wealth Management
Illinois
$5K +$5.15K +120 New
PMFA
1015
Plante Moran Financial Advisors
Michigan
$4K -$111K -2,580 -96%
MCM
1016
MV Capital Management
Maryland
$4K
SIM
1017
Sonora Investment Management
Arizona
$4K
NC
1018
NewSquare Capital
Pennsylvania
$4K +$3.44K +80 New
AWA
1019
Arkadios Wealth Advisors
Georgia
$3.71K +$3.44K +80 New
BC
1020
Barnett & Company
Tennessee
$3K -$49K -1,140 -95%
SIS
1021
Sound Income Strategies
Florida
$3K
EIP
1022
Ellis Investment Partners
Pennsylvania
$3K +$3.09K +72 New
FCH
1023
Freestone Capital Holdings
Washington
$2.15K +$14.6K +340 +0.7%
ST
1024
Sageworth Trust
Pennsylvania
$2K +$1.72K +40 New
RCA
1025
Ranch Capital Advisors
Florida
$2K +$2.06K +48 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.