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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
AC
151
Alexandria Capital
Virginia
$9.07M +$139K +3,236 +2%
SRC
152
Sage Rhino Capital
California
$9.05M +$28.3K +660 +0.3%
TNB
153
TCF National Bank
South Dakota
$9.03M -$35.6K -828 -0.4%
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$9.02M -$2.19M -51,052 -20%
CS
155
Credit Suisse
Switzerland
$8.98M +$6.52M +151,860 +305%
CB
156
Cadence Bank
Mississippi
$8.95M +$137K +3,188 +2%
GT
157
Glenmede Trust
Pennsylvania
$8.78M +$1.68M +39,192 +25%
A
158
AdvicePeriod
California
$8.77M +$1.23M +28,760 +17%
BFEC
159
Benjamin F. Edwards & Company
Missouri
$8.69M +$273K +6,360 +3%
AC
160
Abbrea Capital
California
$8.5M -$428K -9,968 -5%
AGA
161
Arkos Global Advisors
Texas
$8.39M -$135K -3,140 -2%
TCM
162
Twele Capital Management
Minnesota
$8.39M -$8.24K -192 -0.1%
SIC
163
Salem Investment Counselors
North Carolina
$8.35M +$211K +4,924 +3%
BAMG
164
Brand Asset Management Group
Missouri
$8.34M -$59.6K -1,388 -0.7%
CAN
165
Cetera Advisor Networks
California
$8.33M +$807K +18,804 +11%
ASN
166
Advisory Services Network
Georgia
$8.32M +$1.37M +31,980 +21%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$8.23M
PCG
168
Private Capital Group
Connecticut
$8.17M -$3.24M -75,424 -29%
AAM
169
Autus Asset Management
Arizona
$8.03M +$91.9K +2,140 +1%
EI
170
Ellevest Inc
New York
$8.03M +$1M +23,380 +15%
MCM
171
Maryland Capital Management
Maryland
$7.91M +$164K +3,808 +2%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$7.9M
PFM
173
Phillips Financial Management
Indiana
$7.86M -$59.3K -1,380 -0.8%
Cetera Investment Advisers
174
Cetera Investment Advisers
Illinois
$7.83M -$87.6K -2,040 -1%
RFM
175
Royal Fund Management
Florida
$7.77M +$344K +8,016 +5%

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.