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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
BFO
451
Boston Family Office
Massachusetts
$857K +$1.54K +40 +0.2%
MGIA
452
Moneta Group Investment Advisors
Missouri
$855K +$4.46K +116 +0.5%
FNBOO
453
First National Bank of Omaha
Nebraska
$849K +$462 +12 +0.1%
WCM
454
WealthBridge Capital Management
Ohio
$846K -$7.69K -200 -1%
SCA
455
STALEY CAPITAL ADVISERS
Pennsylvania
$845K +$372K +9,676 +85%
LFAS
456
Level Four Advisory Services
Texas
$841K +$19.7K +512 +3%
FC
457
Ferris Capital
Massachusetts
$838K
Rockefeller Capital Management
458
Rockefeller Capital Management
New York
$836K -$1.23M -31,884 -61%
DIA
459
Dana Investment Advisors
Wisconsin
$833K +$134K +3,496 +20%
PWM
460
Paulson Wealth Management
Illinois
$822K -$10.6K -276 -1%
CFMC
461
Curbstone Financial Management Corp
New Hampshire
$820K
TI
462
Truepoint Inc
Ohio
$813K +$70.6K +1,836 +10%
PSG
463
Planning Solutions Group
Maryland
$808K +$22.6K +588 +3%
RTS
464
Round Table Services
New Jersey
$805K +$116K +3,004 +18%
HT
465
Heritage Trust
Oklahoma
$804K +$753K +19,588 +4,801%
PTC
466
Private Trust Company
Ohio
$799K +$2.77K +72 +0.4%
SCM
467
Sterling Capital Management
North Carolina
$797K +$39.5K +1,028 +5%
FCB
468
First Command Bank
Texas
$784K -$4.62K -120 -0.6%
FCFS
469
First Command Financial Services
Texas
$784K -$4.62K -120 -0.6%
SGAM
470
Steinberg Global Asset Management
Florida
$784K +$73.8K +1,920 +11%
CMO
471
Covenant Multifamily Offices
Texas
$783K -$110K -2,860 -13%
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$765K -$3.08K -80 -0.4%
CM
473
Columbus Macro
Pennsylvania
$765K +$94.9K +2,468 +15%
MHS
474
M Holdings Securities
Oregon
$765K +$157K +4,088 +27%
SFA
475
Sequoia Financial Advisors
Ohio
$764K -$2.98M -77,532 -80%

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.