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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
SF
601
Summit Financial
New Jersey
$397K +$379K +9,856 New
PWM
602
Perigon Wealth Management
California
$392K
BW
603
Bison Wealth
Georgia
$391K +$30.8K +800 +9%
MCG
604
McCollum Christoferson Group
New York
$390K +$12.3K +320 +3%
Financial Engines Advisors
605
Financial Engines Advisors
California
$386K
PO
606
Private Ocean
California
$385K +$183K +4,764 +99%
FMW
607
Farr Miller & Washington
District of Columbia
$383K -$32K -832 -8%
DWT
608
Dorsey & Whitney Trust
South Dakota
$383K
EAM
609
Evanson Asset Management
California
$383K +$15.4K +400 +4%
CCT
610
Capital City Trust
Florida
$382K -$4.92K -128 -1%
FI
611
FormulaFolio Investments
Michigan
$381K +$29.1K +756 +9%
KWM
612
Kingsview Wealth Management
Oregon
$381K +$35.7K +928 +11%
TA
613
TFG Advisers
Michigan
$379K -$17.4K -452 -5%
BWP
614
Bernardo Wealth Planning
Pennsylvania
$378K +$8.92K +232 +3%
WEC
615
Winslow Evans & Crocker
Massachusetts
$378K +$49.5K +1,288 +16%
RWM
616
Ritholtz Wealth Management
New York
$375K -$26.8K -696 -7%
PP
617
PagnatoKarp Partners
Virginia
$371K
FC
618
Financial Consulate
Maryland
$366K -$28.6K -744 -8%
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K -$32.2K -836 -8%
OFG
620
Omega Financial Group
California
$361K
WTB
621
Washington Trust Bank
Washington
$359K -$53.4K -1,388 -13%
DI
622
Diligent Investors
California
$354K
BIM
623
Bridgecreek Investment Management
Oklahoma
$351K
PV
624
Private Vista
Illinois
$348K -$86.2K -2,240 -21%
GWM
625
Greenwich Wealth Management
Connecticut
$347K

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.