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
Creative Planning
1
Creative Planning
Kansas
$1.7B -$48.4M -1,185,408 -3%
Bank of America
2
Bank of America
North Carolina
$1.42B +$32.2M +789,532 +2%
UBS Group
3
UBS Group
Switzerland
$1.33B +$23.6M +578,952 +2%
Wells Fargo
4
Wells Fargo
California
$877M +$163M +3,988,328 +23%
JP Morgan Chase
5
JP Morgan Chase
New York
$739M +$126M +3,084,160 +21%
Morgan Stanley
6
Morgan Stanley
New York
$668M +$15.2M +372,752 +2%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$556M +$69.6M +1,705,804 +14%
Deutsche Bank
8
Deutsche Bank
Germany
$494M -$225K -5,520 -0%
Ameriprise
9
Ameriprise
Minnesota
$490M +$21.3M +521,524 +5%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$472M +$6.92M +169,484 +1%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$339M +$2.11M +51,764 +0.6%
TF
12
TIAA FSB
Florida
$270M -$287K -7,032 -0.1%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M -$3.33M -81,560 -2%
LPL Financial
14
LPL Financial
California
$168M +$5.81M +142,492 +4%
JFG
15
JMG Financial Group
Illinois
$160M +$18M +441,764 +13%
CCA
16
Catalyst Capital Advisors
New York
$138M -$21.2M -519,628 -13%
MRC
17
Millburn Ridgefield Corp
New York
$138M -$21.2M -519,628 -13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$103M +$6.46M +158,412 +7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$101M +$7.76M +190,128 +8%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$100M +$333K +8,160 +0.3%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$98.7M +$10.9M +268,248 +13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$98.5M -$7.91M -193,796 -7%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$97.7M -$2.42M -59,292 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$83.6M +$6.74M +165,108 +9%
USAA
25
United Services Automobile Association
Texas
$69.3M -$33M -808,000 -32%

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.