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Vanguard Mid-Cap ETF

889 hedge funds and large institutions have $15.2B invested in Vanguard Mid-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 332 increasing their positions, 316 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $1.69M

93% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 46

3% more funds holding

Funds holding: 862889 (+27)

5% more repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 316

3% more capital invested

Capital invested by funds: $14.8B → $15.2B (+$442M)

7% less funds holding in top 10

Funds holding in top 10: 9689 (-7)

8.65% less ownership

Funds ownership: 237.56%228.91% (-8.6%)

Holders
889
Holders Change
+27
Holders Change %
+3.13%
% of All Funds
19.31%
Holding in Top 10
89
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.29%
% of All Funds
1.93%
New
89
Increased
332
Reduced
316
Closed
46
Calls
$3.98M
Puts
$1.69M
Net Calls
+$2.29M
Net Calls Change
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.64B +$33.8M +826,380 +2%
UBS Group
2
UBS Group
Switzerland
$1.43B +$18.4M +450,084 +1%
Creative Planning
3
Creative Planning
Kansas
$1.39B -$115M -2,800,256 -8%
Wells Fargo
4
Wells Fargo
California
$1.01B -$14M -343,356 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$809M -$79.9M -1,952,268 -9%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$761M +$167M +4,073,044 +29%
Morgan Stanley
7
Morgan Stanley
New York
$655M -$22.1M -540,436 -3%
Deutsche Bank
8
Deutsche Bank
Germany
$502M +$15.7K +384 +0%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$493M +$4.47M +109,212 +0.9%
Ameriprise
10
Ameriprise
Minnesota
$330M -$153M -3,744,816 -32%
TF
11
TIAA FSB
Florida
$327M +$35.2M +861,044 +12%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$306M +$1.15M +28,000 +0.4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$230M +$1.1M +26,936 +0.5%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193M +$1.54M +37,756 +0.8%
LPL Financial
15
LPL Financial
California
$176M +$6.91M +168,920 +4%
JFG
16
JMG Financial Group
Illinois
$151M +$11.6M +283,404 +9%
CCA
17
Catalyst Capital Advisors
New York
$145M +$6.9M +168,724 +5%
MRC
18
Millburn Ridgefield Corp
New York
$145M +$6.9M +168,724 +5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$134M +$1.64M +40,128 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$132M +$8.17M +199,584 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$123M +$2.02M +49,320 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$114M -$3.31M -81,008 -3%
CAW
23
Cornerstone Advisors (Washington)
Washington
$91.7M +$1.14M +27,772 +1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$79.4M +$855K +20,896 +1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$72M -$3.16M -77,104 -4%

VO Hedge Fund Activity: Q2 2019 in Review

889 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2019, worth a combined $15.2B — up 3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new VO positions and 46 closed out — a net gain of 43 holders — while 332 added to existing stakes and 316 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $167M. The largest seller was Ameriprise, cutting an estimated $153M.

  • 889 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2019, up from 862 in Q1 2019.
  • Funds reported $15.2B of Vanguard Mid-Cap ETF stock for Q2 2019, up 3% quarter-over-quarter.
  • 89 funds opened new Vanguard Mid-Cap ETF positions in Q2 2019 and 46 closed out, a net change of +43 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2019 was Jones Financial Companies, an estimated $167M added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2019 was Ameriprise, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2019.