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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
GC
276
Gilbert & Cook
Iowa
$2.73M -$118K -3,076 -4%
ATC
277
Argent Trust Co
Tennessee
$2.72M +$67.5K +1,756 +3%
FANJ
278
Financial Architects (New Jersey)
New Jersey
$2.71M +$38.8K +1,008 +2%
NF
279
Nikulski Financial
Iowa
$2.7M -$483K -12,556 -16%
TC
280
Truvestments Capital
Florida
$2.69M +$2.58M +66,992 New
BNP Paribas Financial Markets
281
BNP Paribas Financial Markets
France
$2.69M +$212K +5,524 +9%
HPWM
282
Highland Private Wealth Management
Washington
$2.69M +$31.5K +820 +1%
Vanguard Group
283
Vanguard Group
Pennsylvania
$2.67M -$16.5K -428 -0.6%
FFW
284
Fusion Family Wealth
New York
$2.65M -$205K -5,328 -8%
KCM
285
Kendall Capital Management
Maryland
$2.63M
DSC
286
Duncker Streett & Co
Missouri
$2.63M +$8.77K +228 +0.3%
MAM
287
Marquette Asset Management
Minnesota
$2.62M
SPIA
288
Steward Partners Investment Advisory
New York
$2.62M +$769K +19,992 +44%
KIA
289
KCM Investment Advisors
California
$2.61M
EVM
290
Eaton Vance Management
Massachusetts
$2.56M +$235K +6,100 +11%
BJL
291
Brighton Jones LLC
Washington
$2.56M +$20.6K +536 +0.8%
TW
292
TrinityPoint Wealth
Connecticut
$2.56M +$3.38K +88 +0.1%
ACP
293
Aveo Capital Partners
Colorado
$2.55M -$42.6K -1,108 -2%
GFS
294
GYL Financial Synergies
Connecticut
$2.55M +$91.5K +2,380 +4%
AIA
295
Alera Investment Advisors
Illinois
$2.52M -$82.3K -2,140 -3%
VA
296
Valmark Advisers
Ohio
$2.49M +$291K +7,576 +14%
UBS AM
297
UBS AM
Illinois
$2.48M +$253K +6,580 +12%
Janus Henderson Group
298
Janus Henderson Group
United Kingdom
$2.46M +$679K +17,660 +41%
DC
299
DeDora Capital
California
$2.46M -$40.2K -1,044 -2%
MMA
300
Miracle Mile Advisors
California
$2.46M +$41.5K +1,080 +2%

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.