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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
CG
101
Caprock Group
Idaho
$15M -$113K -2,632 -0.8%
VR
102
Viridian RIA
Washington
$14.9M +$1.04M +24,164 +8%
PPA
103
Parametric Portfolio Associates
Washington
$14.8M -$34.1M -793,160 -70%
AWM
104
Altium Wealth Management
New York
$13.7M -$124K -2,896 -0.9%
BlackRock
105
BlackRock
New York
$13.4M +$2.46M +57,328 +23%
PA
106
Parallel Advisors
California
$13.3M -$423K -9,844 -3%
PFA
107
Paradigm Financial Advisors
Missouri
$13.1M +$242K +5,632 +2%
CAM
108
Cresset Asset Management
Illinois
$13M +$2.86M +66,544 +30%
EIG
109
Ellenbecker Investment Group
Wisconsin
$12.7M -$69.2K -1,612 -0.6%
WT
110
Whittier Trust
California
$12.7M -$103K -2,408 -0.8%
SL
111
Systelligence LLC
Minnesota
$12.4M +$11.9M +278,000 New
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$12.4M -$5.84K -136 -0%
CI
113
CX Institutional
Indiana
$12.2M -$264K -6,152 -2%
BF
114
Blankinship & Foster
California
$12M +$157K +3,660 +1%
AFG
115
Arkansas Financial Group
Arkansas
$11.9M -$212K -4,936 -2%
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
$11.7M +$147K +3,424 +1%
WCWM
117
Wooster Corthell Wealth Management
Connecticut
$11.7M -$18.9K -440 -0.2%
BI
118
Ballast Inc
Kentucky
$11.6M +$886K +20,636 +9%
W
119
WealthOne
New York
$11.6M +$906K +21,108 +9%
BP
120
Ballentine Partners
Massachusetts
$11.5M -$619K -14,420 -5%
BAM
121
Berkshire Asset Management
Pennsylvania
$11.2M +$63.4K +1,476 +0.6%
UCFA
122
United Capital Financial Advisors
Texas
$11M -$117K -2,732 -1%
BPA
123
Beacon Pointe Advisors
California
$11M +$6.1M +142,108 +137%
MM
124
Meridian Management
Arkansas
$10.9M -$7.9K -184 -0.1%
MA
125
Montag & Associates
Georgia
$10.9M +$18.4K +428 +0.2%

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.