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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
Millennium Management
1001
Millennium Management
New York
-$3.51M -78,712 Closed
TC
1002
Truvestments Capital
Florida
-$2.65M -59,460 Closed
RIA
1003
Regal Investment Advisors
Michigan
-$2.6M -58,308 Closed
Janus Henderson Group
1004
Janus Henderson Group
United Kingdom
-$2.45M -54,900 Closed
AI
1005
Atria Investments
North Carolina
-$2.37M -53,176 Closed
JG
1006
Jefferies Group
New York
-$2.31M -51,976 Closed
BZWA
1007
Blue Zone Wealth Advisors
California
-$1.78M -40,012 Closed
CIM
1008
Cambria Investment Management
California
-$1.53M -34,280 Closed
PD
1009
Planning Directions
Pennsylvania
-$1.3M -29,300 Closed
MPPLM
1010
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$309K -28,056 Closed
PAS
1011
Park Avenue Securities
New York
-$1.09M -24,476 Closed
CRCM
1012
Corbett Road Capital Management
Virginia
-$1.03M -23,036 Closed
ACM
1013
Azimuth Capital Management
Michigan
-$897K -20,144 Closed
TI
1014
Truepoint Inc
Ohio
-$831K -18,664 Closed
ASW
1015
Astoria Strategic Wealth
Texas
-$775K -17,380 Closed
SAM
1016
Silvercrest Asset Management
New York
-$753K -16,908 Closed
IC
1017
IEQ Capital
California
-$747K -16,772 Closed
B
1018
Brightworth
Georgia
-$661K -14,836 Closed
PAM
1019
Peak Asset Management
Colorado
-$638K -14,324 Closed
WFG
1020
Wills Financial Group
Virginia
-$566K -12,704 Closed
BEC
1021
Blue Edge Capital
Virginia
-$557K -12,500 Closed
SEIA
1022
Signature Estate & Investment Advisors
California
-$554K -12,432 Closed
KA
1023
Klingman & Associates
New York
-$553K -12,420 Closed
EF
1024
Empirical Finance
Pennsylvania
-$550K -12,344 Closed
LCM
1025
Liberty Capital Management
Michigan
-$523K -11,740 Closed

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.