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Vanguard Mid-Cap ETF

862 hedge funds and large institutions have $14.8B invested in Vanguard Mid-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 325 increasing their positions, 300 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $4.5M | Put options by funds: $1.08M

64% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 50

18% more capital invested

Capital invested by funds: $12.6B → $14.8B (+$2.25B)

4% more funds holding in top 10

Funds holding in top 10: 9296 (+4)

2% more funds holding

Funds holding: 842862 (+20)

8% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 300

0.26% more ownership

Funds ownership: 237.3%237.56% (+0.26%)

Holders
862
Holders Change
+20
Holders Change %
+2.38%
% of All Funds
18.66%
Holding in Top 10
96
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.35%
% of All Funds
2.08%
New
82
Increased
325
Reduced
300
Closed
50
Calls
$4.5M
Puts
$1.08M
Net Calls
+$3.42M
Net Calls Change
+$677K
Name Holding Trade Value Shares
Change
Change in
Stake
WFM
226
Wolff Financial Management
Michigan
$4.02M +$756K +19,648 +24%
HL
227
HeadInvest LLC
Maine
$4M -$3.78M -98,292 -50%
BlackRock
228
BlackRock
New York
$3.99M -$28.5M -740,128 -88%
AWM
229
Aries Wealth Management
Maine
$3.95M +$39.5K +1,028 +1%
LWAC
230
Laurel Wealth Advisors (California)
California
$3.94M +$124K +3,224 +3%
SCA
231
Stillwater Capital Advisors
Pennsylvania
$3.94M +$149K +3,872 +4%
BBA
232
BLB&B Advisors
Pennsylvania
$3.9M -$517K -13,448 -12%
OFW
233
Omnia Family Wealth
Florida
$3.88M -$65.4K -1,700 -2%
BSW
234
Buckingham Strategic Wealth
Missouri
$3.86M +$2.05M +53,208 +125%
VCM
235
Vivaldi Capital Management
Illinois
$3.84M -$649K -16,872 -15%
BWA
236
BDO Wealth Advisors
Florida
$3.82M +$21.4M +556,440 +572%
HAC
237
Harbor Advisory Corp
New Hampshire
$3.77M +$203K +5,280 +6%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$3.77M -$182K -4,728 -5%
PCM
239
Parsons Capital Management
Rhode Island
$3.74M +$56.6K +1,472 +2%
NA
240
NewEdge Advisors
Louisiana
$3.72M +$158K +4,120 +5%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$3.71M -$16.7M -434,744 -82%
WA
242
Waverly Advisors
Alabama
$3.71M +$14K +364 +0.4%
KL
243
KWMG LLC
Kansas
$3.69M -$337K -8,768 -9%
CA
244
Cornerstone Advisory
Maryland
$3.64M -$100K -2,612 -3%
MWC
245
MBM Wealth Consultants
Missouri
$3.64M +$140K +3,636 +4%
RJT
246
Raymond James Trust
Florida
$3.6M +$68K +1,768 +2%
APA
247
American Portfolios Advisors
New York
$3.58M +$277K +7,200 +9%
FFA
248
First Foundation Advisors
California
$3.55M -$47.8K -1,244 -1%
WCG
249
Wall Capital Group
Arizona
$3.52M
WB
250
WesBanco Bank
West Virginia
$3.46M +$863K +22,432 +35%

VO Hedge Fund Activity: Q1 2019 in Review

862 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q1 2019, worth a combined $14.8B — up 18% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new VO positions and 50 closed out — a net gain of 32 holders — while 325 added to existing stakes and 300 trimmed.

The largest buyer was Wells Fargo, adding an estimated $267M. The largest seller was Natixis Advisors, cutting an estimated $98.1M.

  • 862 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q1 2019, up from 842 in Q4 2018.
  • Funds reported $14.8B of Vanguard Mid-Cap ETF stock for Q1 2019, up 18% quarter-over-quarter.
  • 82 funds opened new Vanguard Mid-Cap ETF positions in Q1 2019 and 50 closed out, a net change of +32 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q1 2019 was Wells Fargo, an estimated $267M added.
  • The largest Vanguard Mid-Cap ETF seller in Q1 2019 was Natixis Advisors, an estimated $98.1M sold.

Based on aggregated 13F filings for Q1 2019.