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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
CFIA
426
Cantor Fitzgerald Investment Advisors
New York
$1.04M +$5.69K +148 +0.6%
MA
427
Mutual Advisors
Nebraska
$1.02M +$46.5K +1,208 +5%
KAH
428
Kathryn A. Hall
$1.01M +$969K +25,200 New
ECG
429
Edge Capital Group
Georgia
$1M -$923 -24 -0.1%
BAS
430
Brown Advisory Securities
Maryland
$994K -$76.8K -1,996 -7%
AF
431
Advisornet Financial
Minnesota
$990K +$110K +2,852 +13%
CTC
432
Central Trust Company
Missouri
$990K +$126K +3,276 +15%
BRWA
433
B. Riley Wealth Advisors
Florida
$986K +$26.6K +692 +3%
WJA
434
Williams Jones & Associates
New York
$979K
MSS
435
Mitchell Sinkler & Starr
Pennsylvania
$952K
PWAC
436
Private Wealth Advisors (California)
California
$950K +$120K +3,116 +15%
IA
437
IFP Advisors
Florida
$943K -$2.1M -54,536 -70%
SWM
438
Stockman Wealth Management
Montana
$943K
MFGP
439
Marshall Financial Group (Pennsylvania)
Pennsylvania
$929K -$48.6K -1,264 -5%
SFS
440
Sowell Financial Services
Arkansas
$928K -$349K -9,076 -28%
DACG
441
Donor Advised Charitable Giving
California
$928K +$888K +23,084 New
AA
442
Ancora Advisors
Ohio
$906K +$68.5K +1,780 +9%
BWP
443
BSW Wealth Partners
Colorado
$898K -$78.6K -2,044 -8%
FPS
444
Fieldpoint Private Securities
Connecticut
$892K -$83.2K -2,164 -9%
ONB
445
Old National Bancorp
Indiana
$885K -$82.3K -2,140 -9%
NWP
446
Northstar Wealth Partners
Connecticut
$882K +$42.3K +1,100 +5%
SFWC
447
Strategic Family Wealth Counselors
New Jersey
$882K +$427K +11,096 +102%
ECM
448
EagleClaw Capital Management
Massachusetts
$876K
KA
449
Kovack Advisors
Florida
$865K +$5.85K +152 +0.7%
PA
450
PFG Advisors
Arizona
$858K -$99.1K -2,576 -11%

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.