We are live on ! Find out more
VO icon

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
Cerity Partners
376
Cerity Partners
New York
$1.38M -$755K -19,640 -36%
PAS
377
Park Avenue Securities
New York
$1.38M +$1.31M +34,028 New
PD
378
Planning Directions
Pennsylvania
$1.38M +$162K +4,216 +14%
MJRIC
379
Mogy Joel R Investment Counsel
California
$1.37M -$38.5K -1,000 -3%
SG
380
StoneX Group
New York
$1.36M +$439K +11,416 +51%
EGWAG
381
Elwood & Goetz Wealth Advisory Group
Georgia
$1.36M -$43.8K -1,140 -3%
MG
382
MilWealth Group
Wisconsin
$1.35M -$43.2K -1,124 -3%
BBA
383
Braun-Bostich & Associates
Pennsylvania
$1.35M -$1.05M -27,320 -45%
CTA
384
Chesley Taft & Associates
Illinois
$1.34M +$11.5K +300 +0.9%
TFA
385
Toth Financial Advisory
Virginia
$1.34M -$46.5K -1,208 -3%
BSB
386
Bangor Savings Bank
Maine
$1.33M +$119K +3,100 +10%
DC
387
Davenport & Co
Virginia
$1.32M -$800K -20,808 -39%
AAS
388
Avantax Advisory Services
Texas
$1.31M +$710K +18,460 +131%
VIM
389
Vista Investment Management
Pennsylvania
$1.29M +$10.5K +272 +0.9%
WCM
390
Windham Capital Management
Massachusetts
$1.29M +$995K +25,880 +409%
RC
391
Roundview Capital
New Jersey
$1.28M +$2.92K +76 +0.2%
DAS
392
Dynamic Advisor Solutions
Arizona
$1.27M +$4.31K +112 +0.4%
PWA
393
Peterson Wealth Advisors
Utah
$1.26M -$205K -5,328 -15%
TFGT
394
TS Financial Group (TSFG)
Illinois
$1.25M +$1.2M +31,156 New
JIC
395
Johnson Investment Counsel
Ohio
$1.25M +$4.92K +128 +0.4%
BUB
396
BBVA USA Bancshares
Texas
$1.24M +$64.8K +1,684 +6%
MFWM
397
Motley Fool Wealth Management
Virginia
$1.24M +$2.62K +68 +0.2%
WS
398
Wedbush Securities
California
$1.23M +$217K +5,652 +23%
Franklin Resources
399
Franklin Resources
California
$1.23M -$78.5K -2,040 -6%
ECA
400
Elevated Capital Advisors
Utah
$1.22M +$1.33M +34,556 New

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.