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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
ABC
301
Associated Banc-Corp
Wisconsin
$2.45M +$686K +17,824 +41%
CP
302
Camelot Portfolios
Ohio
$2.44M -$48K -1,248 -2%
BA
303
Bristlecone Advisors
Washington
$2.44M -$79.5K -2,068 -3%
Capital Fund Management (CFM)
304
Capital Fund Management (CFM)
France
$2.38M -$569K -14,800 -20%
AIM
305
Anchor Investment Management
South Carolina
$2.37M -$310K -8,072 -12%
MNG
306
Manning & Napier Group
New York
$2.36M
SC
307
SouthState Corp
Florida
$2.36M -$50.2K -1,304 -2%
CB
308
Commerce Bank
Missouri
$2.36M -$110K -2,868 -5%
LFG
309
LifePlan Financial Group
Ohio
$2.28M +$10.5K +272 +0.5%
USAA
310
United Services Automobile Association
Texas
$2.27M -$2K -52 -0.1%
LFS
311
Lutz Financial Services
Nebraska
$2.26M +$78.5K +2,040 +4%
DY
312
Dowling & Yahnke
California
$2.24M -$143K -3,728 -6%
RIA
313
Regal Investment Advisors
Michigan
$2.24M -$232K -6,028 -10%
AA
314
Alesco Advisors
New York
$2.23M +$157K +4,084 +8%
OCM
315
One Capital Management
California
$2.23M +$162K +4,220 +8%
FNC
316
First National Corp
Massachusetts
$2.22M +$81.1K +2,108 +4%
BCP
317
Berkeley Capital Partners
Georgia
$2.22M +$124K +3,228 +6%
HSA
318
HBK Sorce Advisory
Pennsylvania
$2.21M -$33.2K -864 -2%
JAFL
319
Jay A. Fishman Ltd
Michigan
$2.19M +$38.5K +1,000 +2%
SSB
320
Sandy Spring Bank
Maryland
$2.15M -$217K -5,636 -10%
HCIA
321
Hochman Cole Investment Advisors
Illinois
$2.13M +$65.1K +1,692 +3%
IA
322
IFG Advisory
Georgia
$2.11M -$126K -3,276 -5%
EA
323
Elm Advisors
California
$2.07M +$24.9K +648 +1%
AFM
324
Abbot Financial Management
Massachusetts
$2.06M -$36.2K -940 -2%
SBL
325
Sargent Bickham Lagudis
Colorado
$2.03M -$14.5K -376 -0.7%

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.