We are live on ! Find out more
VO icon

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
NAMP
126
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.8M -$400K -9,320 -4%
FFG
127
Frisch Financial Group
New York
$10.7M -$168K -3,920 -2%
FFS
128
Founders Financial Securities
Maryland
$10.5M -$16.1K -376 -0.2%
FSWA
129
Financial Synergies Wealth Advisors
Texas
$10.5M -$76.9K -1,792 -0.8%
Northern Trust
130
Northern Trust
Illinois
$10.4M +$1.06M +24,632 +12%
PFA
131
Pathway Financial Advisors
Vermont
$10.4M -$463K -10,776 -5%
HI
132
Horizon Investments
North Carolina
$10.4M -$3.95K -92 -0%
SWM
133
SVA Wealth Management
Wisconsin
$10.2M +$72.7K +1,692 +0.7%
APSP
134
Asset Planning Services (Pennsylvania)
Pennsylvania
$10.2M +$7.73K +180 +0.1%
MIM
135
Miller Investment Management
Pennsylvania
$10.1M -$68.7K -1,600 -0.7%
NHC
136
Nicholas Hoffman & Company
Georgia
$9.92M +$404K +9,404 +4%
VVP
137
Venture Visionary Partners
Ohio
$9.88M +$9.52M +221,788 New
WTC
138
WhitTier Trust Company
Nevada
$9.75M
Comerica Bank
139
Comerica Bank
Texas
$9.7M -$385K -8,976 -4%
CRC
140
Curi RMB Capital
Illinois
$9.63M -$405K -9,436 -4%
SC
141
Sepio Capital
Utah
$9.59M +$18K +420 +0.2%
FA
142
Fiducient Advisors
Illinois
$9.56M -$218K -5,076 -2%
VWA
143
Visionary Wealth Advisors
Illinois
$9.45M +$9.11M +212,112 New
JGIA
144
Jackson Grant Investment Advisers
Connecticut
$9.41M -$208K -4,852 -2%
CFGF
145
Compass Financial Group (Florida)
Florida
$9.4M -$8.24K -192 -0.1%
JFA
146
JNBA Financial Advisors
Minnesota
$9.39M -$523K -12,176 -5%
CS
147
Comerica Securities
Michigan
$9.38M +$265K +6,172 +3%
SWP
148
Stratos Wealth Partners
Ohio
$9.38M +$137K +3,196 +2%
WIC
149
Woodmont Investment Counsel
Tennessee
$9.32M +$162K +3,772 +2%
Fiera Capital (Canada)
150
Fiera Capital (Canada)
Quebec, Canada
$9.19M +$874K +20,348 +11%

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.