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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
Bank of America
1
Bank of America
North Carolina
$1.82B +$26.7M +620,704 +2%
Wells Fargo
2
Wells Fargo
California
$1.6B +$136M +3,175,896 +10%
UBS Group
3
UBS Group
Switzerland
$1.56B +$43.9M +1,021,788 +3%
Creative Planning
4
Creative Planning
Kansas
$1.37B -$76.8M -1,789,324 -5%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.02B +$57.4M +1,336,328 +6%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$834M +$13.3M +309,528 +2%
Morgan Stanley
7
Morgan Stanley
New York
$732M +$39.4M +917,428 +6%
TF
8
TIAA FSB
Florida
$636M -$18.6M -432,280 -3%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$527M -$425K -9,896 -0.1%
Ameriprise
10
Ameriprise
Minnesota
$382M +$32.2M +749,392 +10%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$327M -$1.6M -37,336 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$263M +$7.54M +175,672 +3%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246M +$7.74M +180,152 +3%
LPL Financial
14
LPL Financial
California
$207M +$11.3M +264,200 +6%
JFG
15
JMG Financial Group
Illinois
$177M +$10.1M +235,744 +6%
CCA
16
Catalyst Capital Advisors
New York
$164M -$447K -10,412 -0.3%
MRC
17
Millburn Ridgefield Corp
New York
$164M -$447K -10,412 -0.3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$159M +$4.76M +110,824 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$157M +$10.1M +234,284 +7%
Truist Financial
20
Truist Financial
North Carolina
$140M +$96.7M +2,250,912 +253%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$135M -$151K -3,512 -0.1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$122M +$3.41M +79,496 +3%
CAW
23
Cornerstone Advisors (Washington)
Washington
$101M +$2.04M +47,472 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$96.5M +$21.2M +493,436 +29%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$92.8M +$5.85M +136,292 +7%

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.