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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
FWCM
1026
Ferguson Wellman Capital Management
Oregon
-$519K -11,644 Closed
PWP
1027
Principle Wealth Partners
Connecticut
-$502K -11,260 Closed
OAM
1028
Oppenheimer Asset Management
New York
-$489K -10,984 Closed
BC
1029
Brinker Capital
Pennsylvania
-$453K -10,168 Closed
GP
1030
Girard Partners
Pennsylvania
-$451K -10,132 Closed
FA
1031
FCG Advisors
New Jersey
-$444K -9,976 Closed
ACA
1032
Ackerman Capital Advisors
Texas
-$441K -9,892 Closed
PV
1033
Private Vista
Illinois
-$436K -9,776 Closed
FC
1034
Financial Consulate
Maryland
-$384K -8,612 Closed
BCM
1035
Bienville Capital Management
New York
-$380K -8,520 Closed
BIM
1036
Bridgecreek Investment Management
Oklahoma
-$377K -8,460 Closed
BWCS
1037
Beirne Wealth Consulting Services
Connecticut
-$369K -8,292 Closed
SCA
1038
Snowden Capital Advisors
New York
-$368K -8,264 Closed
TCM
1039
Towercrest Capital Management
Pennsylvania
-$364K -8,164 Closed
SNBOSCI
1040
Security National Bank of Sioux City Iowa
Iowa
-$356K -8,000 Closed
MC
1041
Mathes Company
New York
-$315K -7,080 Closed
PWW
1042
Pettyjohn Wood & White
Virginia
-$296K -6,644 Closed
SAM
1043
Strategy Asset Managers
California
-$290K -6,504 Closed
CL
1044
CPWM LLC
Washington
-$289K -6,500 Closed
AWA
1045
ARS Wealth Advisors
Florida
-$286K -6,420 Closed
IFG
1046
Investors Financial Group
Minnesota
-$286K -6,416 Closed
EWM
1047
Empirical Wealth Management
Washington
-$285K -6,396 Closed
WPC
1048
Waters Parkerson & Co
Louisiana
-$278K -6,232 Closed
LCM
1049
LVM Capital Management
Michigan
-$275K -6,180 Closed
KWMG
1050
King Wealth Management Group
Florida
-$274K -6,148 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.