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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
CFGS
201
Concourse Financial Group Securities
Alabama
$5.63M -$13.7M -327,112 -71%
BPWA
202
Beacon Pointe Wealth Advisors
California
$5.46M +$4.52M +108,212 +488%
FAAS
203
First Allied Advisory Services
California
$5.39M -$496K -11,868 -8%
RPC
204
Rossmore Private Capital
Connecticut
$5.35M +$232K +5,564 +5%
WFM
205
Wolff Financial Management
Michigan
$5.33M +$240K +5,752 +5%
MGIA
206
Moneta Group Investment Advisors
Missouri
$5.3M +$2.29M +54,752 +76%
BSW
207
Buckingham Strategic Wealth
Missouri
$5.26M +$143K +3,432 +3%
CIC
208
Carnegie Investment Counsel
Ohio
$5.17M +$180K +4,300 +4%
LNC
209
Lincoln National Corp
Pennsylvania
$5.16M +$282K +6,756 +6%
HIMC
210
Heritage Investors Management Corp
Maryland
$5.14M +$547K +13,100 +12%
PA
211
Pinnacle Associates
New York
$5.12M +$48.5K +1,160 +1%
QIM
212
Quest Investment Management
Oregon
$5.05M +$95.3K +2,280 +2%
ABC
213
Associated Banc-Corp
Wisconsin
$5.05M +$1M +23,940 +25%
NEIRG
214
New England Investment & Retirement Group
Massachusetts
$5.01M -$3.07M -73,572 -38%
EWM
215
Endurance Wealth Management
Rhode Island
$4.93M -$16.7K -400 -0.3%
SPC
216
Sigma Planning Corp
Michigan
$4.85M +$750K +17,960 +18%
CAG
217
Crestwood Advisors Group
Massachusetts
$4.81M +$92.4K +2,212 +2%
NAS
218
Nicolet Advisory Services
Wisconsin
$4.81M +$17.6K +420 +0.4%
OIA
219
OneDigital Investment Advisors
Kansas
$4.75M +$502K +12,012 +12%
RE
220
RBC Europe
United Kingdom
$4.75M -$21.1K -504 -0.4%
AIM
221
Acropolis Investment Management
Missouri
$4.63M +$612K +14,636 +15%
FMP
222
Financial Management Professionals
Texas
$4.63M +$165K +3,960 +4%
NA
223
NewEdge Advisors
Louisiana
$4.62M +$327K +7,820 +8%
FMC
224
First Merchants Corp
Indiana
$4.59M -$5.52K -132 -0.1%
CA
225
Cetera Advisors
Colorado
$4.56M -$1.34M -31,968 -23%

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.