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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
FMWA
476
Forvis Mazars Wealth Advisors
Missouri
$760K +$17.7K +460 +2%
RCG
477
Ruggie Capital Group
Florida
$749K -$3.04M -79,020 -81%
PWMAG
478
Pinnacle Wealth Management Advisory Group
New Jersey
$744K -$3.85K -100 -0.5%
CIA
479
Covington Investment Advisors
Pennsylvania
$739K +$80.8K +2,100 +13%
FTC
480
Farmers Trust Company
Ohio
$735K
ZF
481
Zhang Financial
Michigan
$723K -$36.5K -948 -5%
SAM
482
SP Asset Management
California
$716K +$68.2K +1,772 +11%
CBFP
483
Cedar Brook Financial Partners
Ohio
$714K +$157K +4,088 +30%
BHIA
484
Birch Hill Investment Advisors
Massachusetts
$703K +$47.8K +1,244 +8%
RMAM
485
Raab & Moskowitz Asset Management
New Jersey
$688K +$21.4K +556 +3%
SFA
486
Stewardship Financial Advisors
Georgia
$685K -$769 -20 -0.1%
FHC
487
First Heartland Consultants
Missouri
$680K -$30.9K -804 -5%
BAC
488
Boys Arnold & Co
North Carolina
$676K +$43.4K +1,128 +7%
OIA
489
OneDigital Investment Advisors
Kansas
$671K -$38K -988 -6%
HWM
490
Highwater Wealth Management
Colorado
$662K -$208K -5,412 -25%
SWM
491
SigFig Wealth Management
California
$662K +$116K +3,028 +23%
HWMG
492
Hurlow Wealth Management Group
Indiana
$662K +$197K +5,128 +48%
CPA
493
Clear Perspective Advisors
Illinois
$661K -$183K -4,764 -22%
IWC
494
Integrated Wealth Concepts
Massachusetts
$659K +$96K +2,496 +18%
FFN
495
Focus Financial Network
Minnesota
$648K +$618K +16,064 New
AWM
496
AE Wealth Management
Kansas
$646K +$15.1K +392 +2%
AssetMark Inc
497
AssetMark Inc
California
$645K +$27.7K +720 +5%
PAM
498
Peak Asset Management
Colorado
$640K -$49.4K -1,284 -7%
NCM
499
Northwest Capital Management
Oregon
$637K
TVWM
500
Tower View Wealth Management
Wisconsin
$635K -$308 -8 -0.1%

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.