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
BCI
1026
Brinker Capital Investments
Pennsylvania
$1K -$3.09K -72 -82%
CT
1027
Clearstead Trust
Maine
$1K
MF
1028
Manchester Financial
California
$1K +$1.37K +32 New
AC
1029
Asio Capital
Kentucky
$30 +$29.2K +680 New
SHWM
1030
Silicon Hills Wealth Management
Texas
$8 +$172 +4 New
M&T Bank
1031
M&T Bank
New York
-$16.5M -393,184 Closed
UBS AM
1032
UBS AM
Illinois
-$3.74M -89,164 Closed
WT
1033
Washington Trust
Rhode Island
-$1.37M -32,356 Closed
FTIOP
1034
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$1.17M -27,944 Closed
HT
1035
Heritage Trust
Oklahoma
-$819K -19,544 Closed
CWP
1036
Capital Wealth Planning
Florida
-$732K -17,312 Closed
RCG
1037
Ruggie Capital Group
Florida
-$708K -16,912 Closed
VF
1038
Virtu Financial
New York
-$496K -11,836 Closed
Citadel Advisors
1039
Citadel Advisors
Florida
-$488K -11,640 Closed
GSWM
1040
Golden State Wealth Management
California
-$346K -8,264 Closed
TI
1041
Trexquant Investment
Connecticut
-$311K -7,420 Closed
MCG
1042
McCollum Christoferson Group
New York
-$302K -7,172 Closed
MPW
1043
MA Private Wealth
California
-$273K -6,516 Closed
SWA
1044
Stratos Wealth Advisors
Ohio
-$269K -6,428 Closed
EW
1045
Evoke Wealth
California
-$238K -5,680 Closed
FBFS
1046
First Business Financial Services
Wisconsin
-$232K -5,528 Closed
GM
1047
GeoWealth Management
Illinois
-$231K -5,496 Closed
MSAM
1048
Moloney Securities Asset Management
Missouri
-$229K -5,456 Closed
BO
1049
BRR OpCo
Ohio
-$227K -5,416 Closed
WWM
1050
Western Wealth Management
Colorado
-$219K -5,232 Closed

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.