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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
MCWS
201
McKinley Carter Wealth Services
West Virginia
$4.3M -$570K -13,964 -12%
Bessemer Group
202
Bessemer Group
New Jersey
$4.27M +$256K +6,264 +6%
OFW
203
Omnia Family Wealth
Florida
$4.25M -$1.63K -40 -0%
MCTIC
204
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.24M
PCFFS
205
Pacific Center for Financial Services
California
$4.19M +$91.7K +2,248 +2%
FMP
206
Financial Management Professionals
Texas
$4.11M -$178K -4,364 -4%
HL
207
HeadInvest LLC
Maine
$4.06M +$47K +1,152 +1%
LNC
208
Lincoln National Corp
Pennsylvania
$4.05M +$101K +2,476 +3%
CA
209
Cornerstone Advisory
Maryland
$4.02M -$96.8K -2,372 -2%
C
210
Clearshares
New York
$3.85M -$78K -1,912 -2%
RFM
211
Royal Fund Management
Florida
$3.85M +$116K +2,832 +3%
STMM
212
South Texas Money Management
Texas
$3.81M -$373K -9,152 -9%
VFA
213
Voya Financial Advisors
Connecticut
$3.81M -$160K -3,932 -4%
CWM
214
Connecticut Wealth Management
Connecticut
$3.81M -$13.1K -320 -0.3%
CBU
215
CIBC Bank USA
Illinois
$3.79M +$1.16M +28,380 +44%
LWAC
216
Laurel Wealth Advisors (California)
California
$3.75M +$95.8K +2,348 +3%
PCM
217
Parsons Capital Management
Rhode Island
$3.73M +$25.5K +624 +0.7%
RPC
218
Rossmore Private Capital
Connecticut
$3.71M +$417K +10,228 +13%
BBA
219
BLB&B Advisors
Pennsylvania
$3.69M -$408K -9,992 -10%
FFA
220
First Foundation Advisors
California
$3.67M
BRF
221
B. Riley Financial
California
$3.67M +$25K +612 +0.7%
HAC
222
Harbor Advisory Corp
New Hampshire
$3.66M +$20.4K +500 +0.6%
KL
223
KWMG LLC
Kansas
$3.63M -$22.9K -560 -0.6%
WCG
224
Wall Capital Group
Arizona
$3.6M
AWM
225
Aries Wealth Management
Maine
$3.6M +$185K +4,528 +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.