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Vanguard Mid-Cap ETF

887 hedge funds and large institutions have $16.2B invested in Vanguard Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 383 increasing their positions, 294 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $761K

30% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 294

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

11.2% more ownership

Funds ownership: 228.91%240.11% (+11%)

7% more capital invested

Capital invested by funds: $15.2B → $16.2B (+$1.01B)

0% less funds holding

Funds holding: 889887 (-2)

2% less funds holding in top 10

Funds holding in top 10: 8987 (-2)

Holders
887
Holders Change
-2
Holders Change %
-0.22%
% of All Funds
19.45%
Holding in Top 10
87
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.25%
% of All Funds
1.91%
New
50
Increased
383
Reduced
294
Closed
44
Calls
$1.83M
Puts
$761K
Net Calls
+$1.07M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
101
Personal Capital Advisors
California
$13.5M +$847K +20,264 +7%
AWM
102
Altium Wealth Management
New York
$13M +$554K +13,268 +4%
VR
103
Viridian RIA
Washington
$13M +$1M +23,976 +8%
PA
104
Parallel Advisors
California
$12.9M -$259K -6,200 -2%
PFA
105
Paradigm Financial Advisors
Missouri
$12.1M -$779K -18,652 -6%
EIG
106
Ellenbecker Investment Group
Wisconsin
$12M -$135K -3,228 -1%
WT
107
Whittier Trust
California
$12M +$151K +3,612 +1%
CI
108
CX Institutional
Indiana
$11.7M -$607K -14,528 -5%
PFPT
109
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.6M -$609K -14,576 -5%
AFG
110
Arkansas Financial Group
Arkansas
$11.4M -$612K -14,656 -5%
BP
111
Ballentine Partners
Massachusetts
$11.4M -$149K -3,568 -1%
BF
112
Blankinship & Foster
California
$11.2M +$16.2K +388 +0.1%
WCWM
113
Wooster Corthell Wealth Management
Connecticut
$11M +$28.1K +672 +0.3%
BWFA
114
Baltimore-Washington Financial Advisors
Maryland
$10.9M -$216K -5,176 -2%
PCG
115
Private Capital Group
Connecticut
$10.8M +$1.98M +47,372 +22%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$10.6M +$10.5M +251,412 +12,134%
Jane Street
117
Jane Street
New York
$10.6M +$2.32M +55,632 +28%
NAMP
118
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.6M +$100K +2,400 +1%
BAM
119
Berkshire Asset Management
Pennsylvania
$10.5M +$103K +2,464 +1%
UCFA
120
United Capital Financial Advisors
Texas
$10.4M -$98.6K -2,360 -0.9%
MM
121
Meridian Management
Arkansas
$10.3M +$35.1K +840 +0.3%
BlackRock
122
BlackRock
New York
$10.2M +$2.11M +50,580 +26%
MA
123
Montag & Associates
Georgia
$10.2M +$38.4K +920 +0.4%
PFA
124
Pathway Financial Advisors
Vermont
$10.2M -$266K -6,364 -3%
FFG
125
Frisch Financial Group
New York
$10.2M +$418K +10,004 +4%

VO Hedge Fund Activity: Q3 2019 in Review

887 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2019, worth a combined $16.2B — up 6.6% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VO positions and 44 closed out — a net gain of 6 holders — while 383 added to existing stakes and 294 trimmed.

The largest buyer was Wells Fargo, adding an estimated $359M. The largest seller was Creative Planning, cutting an estimated $25.4M.

  • 887 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2019, down from 889 in Q2 2019.
  • Funds reported $16.2B of Vanguard Mid-Cap ETF stock for Q3 2019, up 6.6% quarter-over-quarter.
  • 50 funds opened new Vanguard Mid-Cap ETF positions in Q3 2019 and 44 closed out, a net change of +6 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2019 was Wells Fargo, an estimated $359M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2019 was Creative Planning, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2019.