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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
W
401
Wealthquest
Ohio
$1.22M +$227K +5,896 +24%
AFP
402
Ausdal Financial Partners
Iowa
$1.21M -$26K -676 -2%
Principal Financial Group
403
Principal Financial Group
Iowa
$1.2M -$25.7M -667,192 -96%
SCG
404
Sonata Capital Group
Washington
$1.19M
CCP
405
Clarkston Capital Partners
Michigan
$1.19M +$50.2K +1,304 +5%
REMPR
406
Roof Eidam Maycock Peralta (REMP)
California
$1.18M +$41.5K +1,080 +4%
WA
407
WBH Advisory
Maryland
$1.18M +$134K +3,496 +14%
KPAG
408
KLS Professional Advisors Group
New York
$1.16M -$308 -8 -0%
WT
409
Washington Trust
Rhode Island
$1.15M +$437K +11,352 +68%
NEAM
410
New England Asset Management
Connecticut
$1.14M +$1.09M +28,360 New
PG
411
Patten Group
Tennessee
$1.14M -$107K -2,776 -9%
AWM
412
Avior Wealth Management
Nebraska
$1.14M +$17.1K +444 +2%
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$1.13M -$14.2K -368 -1%
BS
414
Boenning & Scattergood
Pennsylvania
$1.11M +$394K +10,232 +59%
WI
415
Wintrust Investments
Illinois
$1.1M -$405K -10,532 -28%
PPP
416
Private Portfolio Partners
New Jersey
$1.09M -$154 -4 -0%
FSC
417
Full Sail Capital
Oklahoma
$1.08M -$119K -3,092 -10%
CI
418
Conning Inc
Connecticut
$1.07M +$409K +10,640 +67%
BWM
419
BigSur Wealth Management
Florida
$1.07M -$54.8K -1,424 -5%
GBT
420
Grove Bank & Trust
Florida
$1.06M +$277K +7,212 +37%
CHA
421
Carmichael Hill & Associates
Maryland
$1.06M -$3.85K -100 -0.4%
RSVP
422
Ramsay Stattman Vela & Price
Colorado
$1.05M
WA
423
WESPAC Advisors
California
$1.05M +$57.7K +1,500 +6%
RWA
424
Ropes Wealth Advisors
Massachusetts
$1.05M -$15.4K -400 -2%
AAM
425
Aureus Asset Management
Massachusetts
$1.04M -$17.4K -452 -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.