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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
CCG
526
Chatham Capital Group
Georgia
$551K
TA
527
Trellis Advisors
Washington
$551K
ATPW
528
Ashton Thomas Private Wealth
Arizona
$551K +$527K +13,708 New
LNB
529
Ledyard National Bank
$550K
RFN
530
RDA Financial Network
Iowa
$550K +$510K +13,256 New
AWA
531
Arete Wealth Advisors
Illinois
$545K
AA
532
Advisory Alpha
Michigan
$543K +$516K +13,416 New
BBHC
533
Brown Brothers Harriman & Co
New York
$542K -$164K -4,252 -24%
RWP
534
RWA Wealth Partners
Massachusetts
$541K +$52.6K +1,368 +11%
TFF
535
The Family Firm
Maryland
$540K +$66.2K +1,720 +15%
GG
536
Gofen & Glossberg
Illinois
$537K -$39.2K -1,020 -7%
PFM
537
Parsec Financial Management
North Carolina
$537K
UB
538
UMB Bank
Missouri
$534K +$98.2K +2,552 +24%
OC
539
Oakworth Capital
Alabama
$532K
IF
540
Ironwood Financial
Arizona
$530K -$14.8K -384 -3%
MMPW
541
Mitchell McLeod Pugh & Williams
Alabama
$529K
WA
542
Wealth Architects
California
$522K
TSWM
543
Triangle Securities Wealth Management
North Carolina
$521K
EFL
544
ERn Financial LLC
Wisconsin
$520K -$28.5K -740 -6%
FEG
545
Financial Enhancement Group
Indiana
$518K -$62.6K -1,628 -11%
MOS
546
MGO One Seven
Ohio
$517K +$42.5K +1,104 +9%
IWA
547
Inspirion Wealth Advisors
Illinois
$516K -$113K -2,932 -19%
SEIA
548
Signature Estate & Investment Advisors
California
$512K -$5.08K -132 -1%
OBWP
549
O'Brien Wealth Partners
Massachusetts
$507K -$20.8K -540 -4%
LDB
550
Lee, Danner & Bass
Tennessee
$506K -$10.8K -280 -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.