Vanguard Mid-Cap ETF
842 hedge funds and large institutions have $12.6B invested in Vanguard Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 294 increasing their positions, 256 reducing their positions, and 61 closing their positions.
742% more call options, than puts
Call options by funds: $3.12M | Put options by funds: $370K
131% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 61
15% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 256
14% more funds holding in top 10
Funds holding in top 10: 81 → 92 (+11)
9% more funds holding
Funds holding: 769 → 842 (+73)
8.18% more ownership
Funds ownership: 229.12% → 237.3% (+8.2%)
12% less capital invested
Capital invested by funds: $14.2B → $12.6B (-$1.66B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
| 2 |
JP Morgan Chase
New York
|
+$123M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$114M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$110M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$68.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$145M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$143M |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$105M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$61.3M |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$41.3M |
VO Hedge Fund Activity: Q4 2018 in Review
842 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2018, worth a combined $12.6B — down 12% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new VO positions and 61 closed out — a net gain of 80 holders — while 294 added to existing stakes and 256 trimmed.
The largest buyer was Bank of America, adding an estimated $127M. The largest seller was Creative Planning, cutting an estimated $145M.
- 842 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2018, up from 769 in Q3 2018.
- Funds reported $12.6B of Vanguard Mid-Cap ETF stock for Q4 2018, down 12% quarter-over-quarter.
- 141 funds opened new Vanguard Mid-Cap ETF positions in Q4 2018 and 61 closed out, a net change of +80 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q4 2018 was Bank of America, an estimated $127M added.
- The largest Vanguard Mid-Cap ETF seller in Q4 2018 was Creative Planning, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2018.