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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
VWA
501
VERITY Wealth Advisors
United States
$629K +$2.31K +60 +0.4%
TFA
502
TPG Financial Advisors
Oregon
$629K +$9.69K +252 +2%
H
503
HoyleCohen
California
$629K +$151K +3,932 +34%
FWM
504
Frontier Wealth Management
Missouri
$627K -$26.8K -696 -4%
SFG
505
StrategIQ Financial Group
Indiana
$625K -$26.9K -700 -4%
ESB
506
Essex Savings Bank
Connecticut
$624K +$228K +5,936 +62%
SWM
507
Segment Wealth Management
Texas
$614K
ACP
508
Ashfield Capital Partners
California
$612K
OA
509
Oxbow Advisors
Texas
$611K
MBT
510
Montecito Bank & Trust
California
$599K +$15.4K +400 +3%
CFSG
511
Community Financial Services Group
Vermont
$594K +$28.6K +744 +5%
LRIA
512
Leonard Rickey Investment Advisors
Washington
$591K -$15.5K -404 -3%
CCA
513
Clearwater Capital Advisors
Illinois
$590K -$101K -2,620 -15%
FFBTD
514
First Financial Bank - Trust Division
Ohio
$588K -$17.1K -444 -3%
SMC
515
Smith, Moore & Co
Missouri
$586K -$555K -14,424 -50%
SFM
516
Signet Financial Management
New Jersey
$582K -$327K -8,496 -38%
SNBOSD
517
Security National Bank of So Dak
Iowa
$581K +$26.2K +680 +5%
DWM
518
Doyle Wealth Management
Florida
$580K +$2.92K +76 +0.5%
LPT
519
Legacy Private Trust
Wisconsin
$578K
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$571K -$17.7K -460 -3%
GLA
521
Great Lakes Advisors
Illinois
$571K
TF
522
Tompkins Financial
New York
$563K
WP
523
WealthShield Partners
North Carolina
$559K -$3.85K -100 -0.7%
BIM
524
Baldwin Investment Management
Pennsylvania
$558K
LPIC
525
LeJeune Puetz Investment Counsel
Michigan
$555K

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.