We are live on ! Find out more
VO icon

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
FPIS
176
Financial Planning & Information Services
Wisconsin
$5.52M -$891K -21,832 -14%
WA
177
Waverly Advisors
Alabama
$5.5M +$124K +3,048 +2%
FAIM
178
Financial Advocates Investment Management
Washington
$5.47M -$15.2K -372 -0.3%
KeyBank National Association
179
KeyBank National Association
Ohio
$5.41M -$72.1K -1,768 -1%
FNFDCM
180
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.34M +$519K +12,712 +11%
BF
181
BOK Financial
Oklahoma
$5.29M +$355K +8,700 +7%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$5.26M +$5.22M +128,028 New
AF
183
Alerus Financial
North Dakota
$5.18M -$46.2K -1,132 -0.9%
ACM
184
Armbruster Capital Management
New York
$5.08M -$45.7K -1,120 -0.9%
QIM
185
Quest Investment Management
Oregon
$4.97M
CFGS
186
Concourse Financial Group Securities
Alabama
$4.94M +$4.89M +119,728 New
ACI
187
Alpha Cubed Investments
California
$4.93M +$562K +13,768 +12%
UBV
188
United Bank (Virginia)
Virginia
$4.9M
EWM
189
Endurance Wealth Management
Rhode Island
$4.86M
ASN
190
Advisory Services Network
Georgia
$4.86M +$1.45M +35,644 +43%
RE
191
RBC Europe
United Kingdom
$4.85M -$25.1K -616 -0.5%
FMC
192
First Merchants Corp
Indiana
$4.82M -$16.3K -400 -0.3%
CWM
193
Cornerstone Wealth Management
Missouri
$4.75M -$17.2M -421,052 -13%
IA
194
IFP Advisors
Florida
$4.72M -$1.94M -47,512 -29%
Jane Street
195
Jane Street
New York
$4.63M -$6.99M -171,300 -60%
HIMC
196
Heritage Investors Management Corp
Maryland
$4.61M +$114K +2,800 +3%
VCM
197
Vivaldi Capital Management
Illinois
$4.51M -$61.9K -1,516 -1%
SFA
198
Sequoia Financial Advisors
Ohio
$4.51M +$35.7K +876 +0.8%
GT
199
Glenmede Trust
Pennsylvania
$4.48M +$4.45M +109,160 New
LIC
200
Lodestar Investment Counsel
Illinois
$4.37M +$214K +5,252 +5%

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.