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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
GFPC
576
Global Financial Private Capital
Florida
$456K +$35.5K +924 +9%
BTW
577
Boston Trust Walden
Massachusetts
$450K +$84.6K +2,200 +24%
PCP
578
Proficio Capital Partners
Massachusetts
$449K
CL
579
Choreo LLC
Illinois
$448K
BFA
580
Beaumont Financial Advisors
Massachusetts
$447K -$16.8K -436 -4%
OPA
581
Old Port Advisors
Maine
$446K -$5.54K -144 -1%
ANTB
582
AMG National Trust Bank
Colorado
$443K
TC
583
Trust Company
Kansas
$443K
NFG
584
NewFocus Financial Group
Washington
$442K +$148K +3,844 +54%
CS
585
Credit Suisse
Switzerland
$439K -$2.17M -56,468 -84%
Prudential Financial
586
Prudential Financial
New Jersey
$437K +$418K +10,864 New
WPSG
587
Wealth & Pension Services Group
Georgia
$433K -$9.54K -248 -2%
AF
588
Affiance Financial
Minnesota
$430K -$12.3K -320 -3%
CCA
589
Conservest Capital Advisors
Pennsylvania
$428K -$417K -10,832 -50%
LC
590
Lindbrook Capital
California
$424K
RIS
591
Retirement Income Solutions
Michigan
$424K
CFA
592
Cahill Financial Advisors
Minnesota
$421K +$402K +10,464 New
AIS
593
American Investment Services
Massachusetts
$415K -$59.7K -1,552 -13%
BPA
594
Beacon Pointe Advisors
California
$408K +$391K +10,156 New
ACA
595
Atlas Capital Advisors
Wyoming
$407K -$23.4K -608 -6%
FC
596
Fulcrum Capital
Washington
$407K +$389K +10,124 New
BA
597
BKS Advisors
Michigan
$406K -$25.7K -668 -6%
BC
598
Brinker Capital
Pennsylvania
$406K -$18.9K -492 -5%
ONST
599
Old North State Trust
North Carolina
$398K -$252K -6,540 -40%
WA1
600
Wimmer Associates 1
California
$398K

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.