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Vanguard Mid-Cap ETF

987 hedge funds and large institutions have $14.8B invested in Vanguard Mid-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 386 increasing their positions, 363 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.83M | Put options by funds: $1.25M

16.74% more ownership

Funds ownership: 240.83%257.57% (+17%)

6% more funds holding in top 10

Funds holding in top 10: 99105 (+6)

6% more repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 363

4% less funds holding

Funds holding: 1,026987 (-39)

15% less capital invested

Capital invested by funds: $17.5B → $14.8B (-$2.65B)

20% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 123

Holders
987
Holders Change
-39
Holders Change %
-3.8%
% of All Funds
21.74%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
2.31%
New
98
Increased
386
Reduced
363
Closed
123
Calls
$1.83M
Puts
$1.25M
Net Calls
+$577K
Net Calls Change
-$844K
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
151
United Bank (Virginia)
Virginia
$7.13M +$3.23M +77,924 +56%
WIC
152
Woodmont Investment Counsel
Tennessee
$7.1M +$262K +6,316 +3%
VWA
153
Visionary Wealth Advisors
Illinois
$7.06M +$94.9K +2,292 +1%
AIM
154
Acropolis Investment Management
Missouri
$7.02M +$4.2M +101,516 +91%
CS
155
Comerica Securities
Michigan
$6.97M +$50K +1,208 +0.6%
Kovitz Investment Group Partners
156
Kovitz Investment Group Partners
Illinois
$6.92M +$7.76M +187,456 +824%
PFA
157
Pathway Financial Advisors
Vermont
$6.89M -$266K -6,432 -3%
JGIA
158
Jackson Grant Investment Advisers
Connecticut
$6.88M -$89.9K -2,172 -1%
AGA
159
Arkos Global Advisors
Texas
$6.86M +$827K +19,968 +11%
AC
160
Alexandria Capital
Virginia
$6.83M +$161K +3,876 +2%
CRC
161
Curi RMB Capital
Illinois
$6.83M -$365K -8,808 -4%
JFA
162
JNBA Financial Advisors
Minnesota
$6.76M -$227K -5,476 -3%
CB
163
Cadence Bank
Mississippi
$6.7M +$110K +2,648 +1%
SFS
164
Searcy Financial Services
Kansas
$6.57M -$6.09M -146,956 -42%
Fiera Capital (Canada)
165
Fiera Capital (Canada)
Quebec, Canada
$6.55M -$303K -7,308 -4%
SRC
166
Sage Rhino Capital
California
$6.53M -$143K -3,452 -2%
TNB
167
TCF National Bank
South Dakota
$6.52M -$191K -4,620 -2%
TCM
168
Twele Capital Management
Minnesota
$6.43M +$296K +7,144 +4%
ASN
169
Advisory Services Network
Georgia
$6.43M +$353K +8,516 +5%
SWP
170
Stratos Wealth Partners
Ohio
$6.37M -$707K -17,076 -8%
Northern Trust
171
Northern Trust
Illinois
$6.35M -$1.72M -41,492 -18%
SIC
172
Salem Investment Counselors
North Carolina
$6.22M +$66.8K +1,612 +0.9%
CCM
173
Condor Capital Management
New Jersey
$6.21M +$7.56M +182,480 +2,982%
PCG
174
Private Capital Group
Connecticut
$6.15M +$149K +3,600 +2%
IAA
175
Ironsides Asset Advisors
North Carolina
$6.11M +$580K +14,000 +8%

VO Hedge Fund Activity: Q1 2020 in Review

987 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2020, worth a combined $14.8B — down 15% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of VO and 98 opened new positions — a net loss of 25 holders — while 363 trimmed existing stakes and 386 added.

The largest buyer was Wells Fargo, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $146M.

  • 987 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2020, down from 1,026 in Q4 2019.
  • Funds reported $14.8B of Vanguard Mid-Cap ETF stock for Q1 2020, down 15% quarter-over-quarter.
  • 98 funds opened new Vanguard Mid-Cap ETF positions in Q1 2020 and 123 closed out, a net change of -25 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2020 was Wells Fargo, an estimated $1.04B added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2020 was JP Morgan Chase, an estimated $146M sold.

Based on aggregated 13F filings for Q1 2020.