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Vanguard Mid-Cap ETF

1,027 hedge funds and large institutions have $17.5B invested in Vanguard Mid-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 383 increasing their positions, 303 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 34

98% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $1.45M

26% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 303

16% more funds holding

Funds holding: 8881,027 (+139)

14% more funds holding in top 10

Funds holding in top 10: 8799 (+12)

7% more capital invested

Capital invested by funds: $16.3B → $17.5B (+$1.2B)

0.71% more ownership

Funds ownership: 240.12%240.83% (+0.71%)

Holders
1,027
Holders Change
+139
Holders Change %
+15.65%
% of All Funds
20.23%
Holding in Top 10
99
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+13.79%
% of All Funds
1.95%
New
183
Increased
383
Reduced
303
Closed
34
Calls
$2.87M
Puts
$1.45M
Net Calls
+$1.42M
Net Calls Change
+$348K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
TD Capital Management
Tennessee
$6.42M +$69.9K +1,628 +1%
HWA
202
Hilltop Wealth Advisors
North Carolina
$6.39M +$6.16M +143,560 New
HR
203
Howe & Rusling
New York
$6.36M +$207K +4,816 +3%
GLA
204
Good Life Advisors
Pennsylvania
$6.27M +$96.7K +2,252 +2%
BF
205
BOK Financial
Oklahoma
$6.19M -$313K -7,284 -5%
UBV
206
United Bank (Virginia)
Virginia
$6.18M
FNFDCM
207
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.16M -$21.5K -500 -0.4%
ABC
208
Associated Banc-Corp
Wisconsin
$6.14M +$750K +17,468 +15%
CT
209
Caldwell Trust
Florida
$6.04M +$5.82M +135,504 New
FAAS
210
First Allied Advisory Services
California
$6.03M +$303K +7,064 +6%
WFM
211
Wolff Financial Management
Michigan
$5.97M +$287K +6,680 +5%
TF
212
TimeScale Financial
Massachusetts
$5.9M -$489K -11,384 -8%
KeyBank National Association
213
KeyBank National Association
Ohio
$5.75M -$295K -6,872 -5%
RPC
214
Rossmore Private Capital
Connecticut
$5.73M +$53.4K +1,244 +1%
NAS
215
Nicolet Advisory Services
Wisconsin
$5.73M +$594K +13,844 +12%
NEWAS
216
N.E.W. Advisory Services
Wisconsin
$5.72M +$5.52M +128,516 New
AAS
217
Avantax Advisory Services
Texas
$5.69M +$1.69M +39,388 +45%
CIC
218
Carnegie Investment Counsel
Ohio
$5.66M +$147K +3,432 +3%
ACI
219
Alpha Cubed Investments
California
$5.62M -$681K -15,848 -11%
LNC
220
Lincoln National Corp
Pennsylvania
$5.46M -$27.1K -632 -0.5%
NEIRG
221
New England Investment & Retirement Group
Massachusetts
$5.45M +$109K +2,540 +2%
SPC
222
Sigma Planning Corp
Michigan
$5.43M +$258K +6,020 +5%
HIMC
223
Heritage Investors Management Corp
Maryland
$5.4M -$64.4K -1,500 -1%
Principal Financial Group
224
Principal Financial Group
Iowa
$5.39M +$4.25M +98,884 +446%
BSW
225
Buckingham Strategic Wealth
Missouri
$5.39M -$200K -4,664 -4%

VO Hedge Fund Activity: Q4 2019 in Review

1,027 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2019, worth a combined $17.5B — up 7.4% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new VO positions and 34 closed out — a net gain of 149 holders — while 383 added to existing stakes and 303 trimmed.

The largest buyer was Wells Fargo, adding an estimated $136M. The largest seller was Deutsche Bank, cutting an estimated $515M.

  • 1,027 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2019, up from 888 in Q3 2019.
  • Funds reported $17.5B of Vanguard Mid-Cap ETF stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 183 funds opened new Vanguard Mid-Cap ETF positions in Q4 2019 and 34 closed out, a net change of +149 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2019 was Wells Fargo, an estimated $136M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2019 was Deutsche Bank, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2019.