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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
SAM
626
Summit Asset Management
Tennessee
$347K
SBH
627
Segall Bryant & Hamill
Illinois
$347K +$36.8K +956 +12%
BCM
628
Bienville Capital Management
New York
$344K
PCTC
629
Perkins Coie Trust Company
Washington
$344K
SVWA
630
Sound View Wealth Advisors
Georgia
$344K
TIA
631
Traphagen Investment Advisors
New Jersey
$343K +$328K +8,528 New
BC
632
Burney Company
Virginia
$342K +$75.1K +1,952 +30%
MG
633
McCutchen Group
Washington
$338K +$323K +8,400 New
IWMA
634
Ironwood Wealth Management (Arizona)
Arizona
$335K +$90.5K +2,352 +39%
RBC
635
Roble Belko & Company
Pennsylvania
$334K
RCAG
636
Rehmann Capital Advisory Group
Michigan
$333K +$318K +8,280 New
FWCM
637
Ferguson Wellman Capital Management
Oregon
$332K -$133K -3,460 -30%
SHCM
638
Stokes & Hubbell Capital Management
Louisiana
$332K -$4.77K -124 -1%
NAM
639
NTV Asset Management
West Virginia
$328K
SA
640
Sunesis Advisors
Kansas
$326K
MCM
641
MAI Capital Management
Ohio
$322K -$66.3K -1,724 -18%
TNB
642
Thomasville National Bank
Georgia
$322K -$26.8K -696 -8%
CPO
643
Cerity Partners OCIO
New York
$321K -$206K -5,356 -40%
Neuberger Berman Group
644
Neuberger Berman Group
New York
$318K +$29.8K +776 +11%
SCA
645
Snowden Capital Advisors
New York
$316K +$29.8K +776 +11%
CIAS
646
Capital Investment Advisory Services
North Carolina
$314K -$28.9K -752 -9%
WWM
647
Windsor Wealth Management
Indiana
$313K +$4.46K +116 +2%
MC
648
Moors & Cabot
Massachusetts
$311K -$38.5K -1,000 -11%
PA
649
Parkside Advisors
California
$310K
GIA
650
Gladstone Institutional Advisory
Florida
$309K -$182K -4,740 -38%

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.