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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
Bank of America
1
Bank of America
North Carolina
$1.68B +$37M +886,556 +2%
UBS Group
2
UBS Group
Switzerland
$1.42B -$12.9M -309,484 -0.9%
Wells Fargo
3
Wells Fargo
California
$1.37B +$359M +8,587,544 +36%
Creative Planning
4
Creative Planning
Kansas
$1.37B -$25.4M -607,388 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$901M +$81.6M +1,952,324 +10%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$768M +$8.47M +202,764 +1%
Morgan Stanley
7
Morgan Stanley
New York
$650M -$6.43M -153,972 -1%
TF
8
TIAA FSB
Florida
$616M +$288M +6,885,936 +88%
Deutsche Bank
9
Deutsche Bank
Germany
$504M +$86.4K +2,068 +0%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$496M +$1.45M +34,772 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$328M -$2.97M -71,008 -0.9%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$309M +$2.31M +55,288 +0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$240M +$9.11M +218,116 +4%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223M +$30.8M +737,756 +16%
LPL Financial
15
LPL Financial
California
$184M +$7.7M +184,260 +4%
JFG
16
JMG Financial Group
Illinois
$157M +$5.33M +127,464 +4%
CCA
17
Catalyst Capital Advisors
New York
$155M +$9.03M +216,108 +6%
MRC
18
Millburn Ridgefield Corp
New York
$155M +$9.03M +216,108 +6%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$145M +$10M +240,432 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$138M +$5.35M +127,936 +4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$127M +$3.67M +87,824 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$112M -$2.4M -57,380 -2%
CAW
23
Cornerstone Advisors (Washington)
Washington
$93.2M +$1.18M +28,312 +1%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$81.6M +$1.99M +47,604 +3%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$70.1M -$2.14M -51,200 -3%

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.