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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
PFT
551
Providence First Trust
Arizona
$506K
WFG
552
Wills Financial Group
Virginia
$505K +$132K +3,432 +38%
WLIM
553
White Lighthouse Investment Management
Massachusetts
$502K +$36.9K +960 +8%
SIC
554
Sigma Investment Counselors
Michigan
$501K -$6.15K -160 -1%
MA
555
MONECO Advisors
Connecticut
$498K +$1.54K +40 +0.3%
AMCA
556
Arthur M. Cohen & Associates
Illinois
$497K +$76.9K +2,000 +19%
FNBT
557
FineMark National Bank & Trust
Florida
$494K -$14K -364 -3%
KA
558
Klingman & Associates
New York
$494K
BWM
559
Baystate Wealth Management
Massachusetts
$488K -$76K -1,976 -14%
MWA
560
Meridian Wealth Advisors
Texas
$487K -$520K -13,508 -53%
First Manhattan
561
First Manhattan
New York
$487K
ACM
562
Allred Capital Management
Texas
$484K +$615 +16 +0.1%
SFSIG
563
San Francisco Sentry Investment Group
California
$483K
RA
564
RFG Advisory
Alabama
$480K -$97.2K -2,528 -17%
SWA
565
Stratos Wealth Advisors
Ohio
$475K +$21.5K +560 +5%
PFS
566
Prospera Financial Services
Texas
$471K +$440K +11,436 New
FNB
567
Farmers National Bank
Kentucky
$471K +$450K +11,712 New
CBN
568
Cadence Bank NA
Texas
$467K
LFA
569
Landmark Financial Advisors
Kentucky
$466K
TCM
570
Tradewinds Capital Management
Washington
$466K +$26K +676 +6%
IWM
571
IHT Wealth Management
Illinois
$464K +$115K +2,996 +35%
WA
572
Wambolt & Associates
Colorado
$459K -$53.1K -1,380 -11%
LW
573
Linscomb Wealth
Texas
$458K -$17.5K -456 -4%
BB
574
Busey Bank
Illinois
$458K
VF
575
Virtu Financial
New York
$457K -$337K -8,764 -44%

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.