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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
OCM
1051
Orser Capital Management
Texas
-$271K -6,100 Closed
C1AG
1052
Client 1st Advisory Group
Florida
-$271K -6,080 Closed
FLA
1053
Financial Life Advisors
Texas
-$267K -6,000 Closed
WA
1054
WP Advisors
California
-$265K -5,944 Closed
RI
1055
Ridgewood Investments
New Jersey
-$264K -5,936 Closed
FPGK
1056
Financial Partners Group (Kansas)
Kansas
-$263K -5,816 Closed
OC
1057
Oarsman Capital
Wisconsin
-$255K -5,728 Closed
FC
1058
Fulcrum Capital
Washington
-$253K -5,684 Closed
UAS
1059
United Asset Strategies
New York
-$251K -5,632 Closed
CCA
1060
Checchi Capital Advisers
California
-$249K -5,592 Closed
RIA
1061
Realta Investment Advisors
Delaware
-$242K -5,568 Closed
APG
1062
Abacus Planning Group
South Carolina
-$247K -5,544 Closed
W
1063
WealthStone
Ohio
-$240K -5,464 Closed
SCA
1064
Strategic Capital Advisers
Colorado
-$242K -5,424 Closed
LRPA
1065
L. Roy Papp & Associates
Arizona
-$241K -5,416 Closed
WCWM
1066
Willow Creek Wealth Management
California
-$240K -5,392 Closed
CCMG
1067
Clark Capital Management Group
Pennsylvania
-$240K -5,384 Closed
MIA
1068
MainStreet Investment Advisors
Illinois
-$239K -5,372 Closed
CAM
1069
Congress Asset Management
Massachusetts
-$239K -5,360 Closed
RA
1070
Riverstone Advisors
Texas
-$237K -5,332 Closed
BIA
1071
Bigelow Investment Advisors
Maine
-$232K -5,216 Closed
SFG
1072
SNS Financial Group
Minnesota
-$232K -5,212 Closed
NCM
1073
Narwhal Capital Management
Georgia
-$231K -5,180 Closed
DP
1074
Dearborn Partners
Illinois
-$229K -5,136 Closed
FBC
1075
Fairfield, Bush & Co
Connecticut
-$228K -5,112 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.