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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
JIP
251
Jaffetilchin Investment Partners
Florida
$3.41M -$20.2K -524 -0.6%
SIAS
252
Shine Investment Advisory Services
Colorado
$3.36M
6M
253
6 Meridian
Kansas
$3.35M +$995K +25,872 +45%
CWM
254
Connecticut Wealth Management
Connecticut
$3.32M -$312K -8,120 -9%
TWA
255
Tillar-Wenstrup Advisors
Ohio
$3.31M -$74K -1,924 -2%
NL
256
NWAM LLC
Washington
$3.27M +$74.9K +1,948 +2%
STMM
257
South Texas Money Management
Texas
$3.26M -$157K -4,076 -5%
VFA
258
Voya Financial Advisors
Connecticut
$3.24M -$129K -3,344 -4%
SPC
259
Sigma Planning Corp
Michigan
$3.21M +$929K +24,156 +43%
CWM
260
Cornerstone Wealth Management
Missouri
$3.18M +$73.2K +1,904 +8%
WIA
261
Wealthstreet Investment Advisors
Texas
$3.17M +$15.7K +408 +0.5%
CG
262
Colony Group
Massachusetts
$3.17M -$273K -7,088 -8%
EWM
263
Evercore Wealth Management
New York
$3.16M -$13.7K -356 -0.5%
EC
264
Estate Counselors
Wisconsin
$3.16M +$92.3K +2,400 +3%
MWPCG
265
Measured Wealth Private Client Group
New Hampshire
$3.15M +$159K +4,144 +6%
CCM
266
Coldstream Capital Management
Washington
$3.14M -$34.8K -904 -1%
MAFM
267
Mid Atlantic Financial Management
Pennsylvania
$2.96M -$89.5K -2,328 -3%
DADC
268
D.A. Davidson & Co
Montana
$2.95M +$137K +3,568 +5%
PMG
269
ProVise Management Group
Florida
$2.95M +$8.46K +220 +0.3%
MCWS
270
McKinley Carter Wealth Services
West Virginia
$2.94M -$544K -14,156 -16%
BDF
271
Black Diamond Financial
Maryland
$2.81M -$642K -16,696 -19%
ECM
272
ETrade Capital Management
Virginia
$2.81M +$54K +1,404 +2%
MFT
273
Moisand Fitzgerald Tamayo
Florida
$2.77M -$211K -5,488 -7%
MIG
274
McGuire Investment Group
Rhode Island
$2.76M +$29.8K +776 +1%
SAM
275
Sawgrass Asset Management
Florida
$2.75M -$78.5K -2,040 -3%

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.