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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
State Street
1076
State Street
Massachusetts
-$225K -5,060 Closed
GAM
1077
Grandview Asset Management
Pennsylvania
-$225K -5,032 Closed
GLLW
1078
Graves Light Lenhart Wealth
Virginia
-$217K -4,880 Closed
FAT
1079
First American Trust
California
-$217K -4,868 Closed
FI
1080
FormulaFolio Investments
Michigan
-$216K -4,840 Closed
CSIC
1081
Clifford Swan Investment Counsel
California
-$212K -4,748 Closed
FNBOMD
1082
First National Bank of Mount Dora
Florida
-$210K -4,724 Closed
OWM
1083
Orgel Wealth Management
Wisconsin
-$208K -4,672 Closed
BRC
1084
Bell Rock Capital
Delaware
-$207K -4,640 Closed
TWM
1085
Titus Wealth Management
California
-$206K -4,628 Closed
CC
1086
Cadinha & Co
Hawaii
-$205K -4,600 Closed
CGL
1087
Clarius Group LLC
Washington
-$200K -4,408 Closed
BCA
1088
Bay Colony Advisors
Massachusetts
-$201K -4,396 Closed
EK
1089
Evensky & Katz
Florida
-$145K -3,264 Closed
Chevy Chase Trust
1090
Chevy Chase Trust
Maryland
-$135K -3,032 Closed
CFG
1091
Citizens Financial Group
Rhode Island
-$130K -2,924 Closed
CHAM
1092
Clear Harbor Asset Management
Connecticut
-$119K -2,668 Closed
RWA
1093
Ropes Wealth Advisors
Massachusetts
-$116K -2,600 Closed
IIA
1094
ICW Investment Advisors
Arizona
-$97K -2,172 Closed
Simplex Trading
1095
Simplex Trading
Illinois
-$91K -2,052 Closed
PAIM
1096
Punch & Associates Investment Management
Minnesota
-$89K -2,004 Closed
PWP
1097
Personal Wealth Partners
Minnesota
-$52K -1,160 Closed
OIA
1098
Optimum Investment Advisors
Illinois
-$47K -1,056 Closed
AC
1099
Asio Capital
Kentucky
-$30 -680 Closed
AA
1100
AlphaMark Advisors
Kentucky
-$23K -512 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.