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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
AC
151
Alexandria Capital
Virginia
$8.4M -$134K -3,208 -2%
CB
152
Cadence Bank
Mississippi
$8.29M +$81.6K +1,952 +1%
AGA
153
Arkos Global Advisors
Texas
$8.03M +$303K +7,248 +4%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$7.91M -$116K -2,772 -1%
BAMG
155
Brand Asset Management Group
Missouri
$7.9M -$123K -2,932 -2%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$7.9M
TCM
157
Twele Capital Management
Minnesota
$7.9M
Fiera Capital (Canada)
158
Fiera Capital (Canada)
Quebec, Canada
$7.79M +$334K +7,996 +4%
SIC
159
Salem Investment Counselors
North Carolina
$7.64M +$263K +6,292 +4%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$7.47M +$9.53K +228 +0.1%
AAM
161
Autus Asset Management
Arizona
$7.46M -$193K -4,616 -3%
PFM
162
Phillips Financial Management
Indiana
$7.46M -$50.8K -1,216 -0.7%
VFP
163
Verus Financial Partners
Virginia
$7.42M -$216K -5,164 -3%
MCM
164
Maryland Capital Management
Maryland
$7.28M -$263K -6,304 -3%
RWM
165
RKL Wealth Management
Pennsylvania
$7.2M -$156K -3,740 -2%
IAA
166
Ironsides Asset Advisors
North Carolina
$7.19M
BP
167
BBR Partners
New York
$7.13M -$2.01K -48 -0%
CAN
168
Cetera Advisor Networks
California
$7.07M +$227K +5,436 +3%
HR
169
Hardy Reed
Mississippi
$7.06M +$167K +3,996 +2%
A
170
AdvicePeriod
California
$7.04M +$1.17M +28,012 +20%
NIM
171
Northeast Investment Management
Massachusetts
$7.02M +$20.4K +488 +0.3%
SHGA
172
Sand Hill Global Advisors
California
$7M +$6.98M +167,000 New
WP
173
WMS Partners
Maryland
$6.99M -$1.04M -24,832 -13%
RFM
174
Royal Fund Management
Florida
$6.97M +$544K +13,016 +8%
GA
175
Greytown Advisors
Florida
$6.93M -$467K -11,164 -6%

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.