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Vanguard Mid-Cap ETF

769 hedge funds and large institutions have $14.2B invested in Vanguard Mid-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 287 increasing their positions, 253 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

13% more repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 253

8% more capital invested

Capital invested by funds: $13.1B → $14.2B (+$1.08B)

0% more funds holding

Funds holding: 766769 (+3)

2% less funds holding in top 10

Funds holding in top 10: 8381 (-2)

2.7% less ownership

Funds ownership: 231.82%229.12% (-2.7%)

77% less call options, than puts

Call options by funds: $943K | Put options by funds: $4.04M

Holders
769
Holders Change
+3
Holders Change %
+0.39%
% of All Funds
17.58%
Holding in Top 10
81
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.41%
% of All Funds
1.85%
New
44
Increased
287
Reduced
253
Closed
36
Calls
$943K
Puts
$4.04M
Net Calls
-$3.1M
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
126
Abbrea Capital
California
$8.64M +$418K +10,240 +5%
APSP
127
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.63M +$95.2K +2,332 +1%
TNB
128
Thomasville National Bank
Georgia
$8.33M +$739K +18,116 +10%
SWP
129
Stratos Wealth Partners
Ohio
$8.29M -$33.6K -824 -0.4%
CB
130
Cadence Bank
Mississippi
$8.21M -$68.9K -1,688 -0.8%
CB
131
Chemical Bank
Michigan
$8.16M +$167K +4,104 +2%
Northern Trust
132
Northern Trust
Illinois
$8.13M +$1.43M +35,084 +22%
AAMA
133
Advanced Asset Management Advisors
Ohio
$8.04M
Fiera Capital (Canada)
134
Fiera Capital (Canada)
Quebec, Canada
$8.04M +$1.14K +28 +0%
PFA
135
Pathway Financial Advisors
Vermont
$8.04M +$505K +12,376 +6%
WSTAM
136
Wilbanks Smith & Thomas Asset Management
Virginia
$8.04M +$620K +15,200 +8%
GA
137
Greytown Advisors
Florida
$8M -$4.22M -103,484 -35%
CIM
138
Cambria Investment Management
California
$8M +$6.49M +159,036 +444%
NHC
139
Nicholas Hoffman & Company
Georgia
$7.92M +$186K +4,556 +2%
RWM
140
RKL Wealth Management
Pennsylvania
$7.87M -$1M -24,544 -11%
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$7.77M +$1.02M +25,032 +15%
RW
142
REDW Wealth
New Mexico
$7.75M -$506K -12,404 -6%
PFM
143
Phillips Financial Management
Indiana
$7.74M -$88.8K -2,176 -1%
BAMG
144
Brand Asset Management Group
Missouri
$7.64M +$85.9K +2,104 +1%
WIC
145
Woodmont Investment Counsel
Tennessee
$7.62M -$179K -4,376 -2%
VFP
146
Verus Financial Partners
Virginia
$7.5M -$146K -3,576 -2%
FFA
147
Fragasso Financial Advisors
Pennsylvania
$7.39M +$6.48M +158,728 +440%
BP
148
BBR Partners
New York
$7.37M +$7.32M +179,452 New
BFEC
149
Benjamin F. Edwards & Company
Missouri
$7.36M -$156K -3,812 -2%
CI
150
CX Institutional
Indiana
$7.25M +$1.1M +27,072 +18%

VO Hedge Fund Activity: Q3 2018 in Review

769 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2018, worth a combined $14.2B — up 8.2% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VO positions and 36 closed out — a net gain of 8 holders — while 287 added to existing stakes and 253 trimmed.

The largest buyer was Wells Fargo, adding an estimated $163M. The largest seller was Financial Counselors Inc, cutting an estimated $171M.

  • 769 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2018, up from 766 in Q2 2018.
  • Funds reported $14.2B of Vanguard Mid-Cap ETF stock for Q3 2018, up 8.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Mid-Cap ETF positions in Q3 2018 and 36 closed out, a net change of +8 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2018 was Wells Fargo, an estimated $163M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2018 was Financial Counselors Inc, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2018.