We are live on ! Find out more
VO icon

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
CCM
176
Covington Capital Management
California
$6.89M -$57.3K -1,372 -0.8%
RW
177
REDW Wealth
New Mexico
$6.85M -$272K -6,508 -4%
GT
178
Glenview Trust
Kentucky
$6.82M +$38.4K +920 +0.6%
EI
179
Ellevest Inc
New York
$6.57M -$4.49M -107,412 -41%
EWM
180
Evermay Wealth Management
Virginia
$6.54M -$32.1K -768 -0.5%
CC
181
Callan Capital
California
$6.51M -$156K -3,744 -2%
CWS
182
Cypress Wealth Services
California
$6.5M -$120K -2,868 -2%
WIC
183
Whitegate Investment Counselors
New Hampshire
$6.48M +$379K +9,076 +6%
VRM
184
Vectors Research Management
New York
$6.47M +$175K +4,192 +3%
ASN
185
Advisory Services Network
Georgia
$6.47M
GC
186
Gibson Capital
Pennsylvania
$6.28M +$507K +12,144 +9%
MWP
187
MYCIO Wealth Partners
Pennsylvania
$6.16M +$60.7K +1,452 +1%
BF
188
BOK Financial
Oklahoma
$6.13M -$335K -8,012 -5%
ACM
189
Armbruster Capital Management
New York
$6.07M +$89.4K +2,140 +1%
CBU
190
CIBC Bank USA
Illinois
$6.05M +$217K +5,188 +4%
TF
191
TimeScale Financial
Massachusetts
$6.03M -$673K -16,108 -10%
TCM
192
TD Capital Management
Tennessee
$5.97M -$55K -1,316 -0.9%
HC
193
HNP Capital
New York
$5.97M +$175K +4,192 +3%
ACI
194
Alpha Cubed Investments
California
$5.95M +$202K +4,828 +4%
UBV
195
United Bank (Virginia)
Virginia
$5.82M +$897K +21,464 +18%
FNFDCM
196
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.81M +$5.01K +120 +0.1%
GLA
197
Good Life Advisors
Pennsylvania
$5.8M +$4.01K +96 +0.1%
HR
198
Howe & Rusling
New York
$5.78M -$168K -4,032 -3%
FWIA
199
Fort Washington Investment Advisors
Ohio
$5.73M -$769K -18,396 -12%
KeyBank National Association
200
KeyBank National Association
Ohio
$5.69M -$396K -9,472 -7%

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.