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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
FPB
351
First PREMIER Bank
South Dakota
$1.76M -$30.8K -800 -2%
MWM
352
Modera Wealth Management
New Jersey
$1.75M -$5.38K -140 -0.3%
GCA
353
Gradient Capital Advisors
California
$1.74M +$108K +2,820 +7%
GRP
354
Global Retirement Partners
California
$1.73M -$65.8K -1,712 -4%
AIC
355
Ameritas Investment Company
Nebraska
$1.71M +$1.64M +42,552 New
RWG
356
Regal Wealth Group
California
$1.69M
TA
357
Tiedemann Advisors
New York
$1.65M
MNBTD
358
Moody National Bank Trust Division
Texas
$1.63M
B
359
Bridgeworth
Alabama
$1.62M -$28.9K -752 -2%
ACM
360
Advisors Capital Management
New Jersey
$1.61M +$270K +7,024 +22%
SF
361
Synovus Financial
Georgia
$1.6M +$226K +5,880 +17%
AI
362
Atria Investments
North Carolina
$1.59M -$15.2K -396 -1%
CDH
363
Charles D. Hyman
$1.59M
CFS
364
CRA Financial Services
New Jersey
$1.58M -$20.2K -524 -1%
NFG
365
Nations Financial Group
Iowa
$1.56M +$38.6K +1,004 +3%
BFG
366
Barber Financial Group
Kansas
$1.51M -$73.5K -1,912 -5%
PAS
367
Partnervest Advisory Services
California
$1.51M +$1.2M +31,180 +493%
GJIC
368
Gamble Jones Investment Counsel
California
$1.49M +$225K +5,860 +19%
FMBTD
369
First Midwest Bank Trust Division
Illinois
$1.48M +$292K +7,588 +26%
TYCC
370
Texas Yale Capital Corp
Florida
$1.45M +$693K +18,016 +100%
WMG
371
WESCAP Management Group
California
$1.44M +$185K +4,820 +16%
CAM
372
Columbia Asset Management
Michigan
$1.44M
SS
373
Simplicity Solutions
Minnesota
$1.44M +$117K +3,048 +9%
ACM
374
Aviance Capital Management
Florida
$1.41M -$70.2K -1,824 -5%
CIM
375
Cambria Investment Management
California
$1.41M +$28K +728 +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.