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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
BWCS
651
Beirne Wealth Consulting Services
Connecticut
$309K -$45.1K -1,172 -13%
GHA
652
GW Henssler & Associates
Georgia
$309K
UAS
653
United Asset Strategies
New York
$308K +$33.5K +872 +13%
FPGK
654
Financial Partners Group (Kansas)
Kansas
$306K +$292K +7,604 New
GSWM
655
Golden State Wealth Management
California
$306K +$292K +7,604 New
WF
656
Welch & Forbes
Massachusetts
$304K -$24.6K -640 -8%
MFBTD
657
MB Financial Bank - Trust Department
Illinois
$304K +$16.9K +440 +6%
MPW
658
MA Private Wealth
California
$304K +$22K +572 +8%
CC
659
Claybrook Capital
Massachusetts
$304K +$235K +6,120 +425%
TAM
660
Tocqueville Asset Management
New York
$303K -$108K -2,800 -27%
DHFB
661
Dixon Hubard Feinour & Brown
Virginia
$302K +$769 +20 +0.3%
FLI
662
Family Legacy Inc
South Carolina
$301K -$2.46K -64 -0.9%
PG
663
Proffitt & Goodson
Tennessee
$299K +$22.9K +596 +9%
Wolverine Trading
664
Wolverine Trading
Illinois
$299K +$286K +7,432 New
SAM
665
Silvercrest Asset Management
New York
$298K -$46.2K -1,200 -14%
BC
666
Brio Consultants
California
$295K -$39.2K -1,020 -12%
CFA
667
Carroll Financial Associates
North Carolina
$294K
GIM
668
Goelzer Investment Management
Indiana
$290K +$278K +7,220 New
FT
669
Fiduciary Trust
Massachusetts
$288K -$2.91M -75,644 -91%
PWW
670
Pettyjohn Wood & White
Virginia
$285K -$769 -20 -0.3%
MC
671
Mathes Company
New York
$285K +$272K +7,080 New
EFS
672
Essex Financial Services
Connecticut
$285K +$272K +7,084 New
FLA
673
Financial Life Advisors
Texas
$283K -$124K -3,212 -31%
SCA
674
Stokes Capital Advisors
South Carolina
$282K -$513K -13,344 -66%
AMM
675
American Money Management
California
$282K -$615 -16 -0.2%

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.