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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
CAL
676
Capital Advisors Ltd
Ohio
$282K
GHAM
677
Gilman Hill Asset Management
Connecticut
$282K
CT
678
Coastline Trust
Rhode Island
$277K
HWA
679
Heritage Wealth Advisors
Virginia
$274K +$154 +4 +0.1%
CIBC World Market
680
CIBC World Market
Ontario, Canada
$273K -$462 -12 -0.2%
BFO
681
Biltmore Family Office
North Carolina
$271K
RVPG
682
Relative Value Partners Group
$268K +$4K +104 +2%
ADL
683
Asset Dedication LLC
California
$267K -$18.2K -472 -7%
BFM
684
Boston Financial Management
Massachusetts
$265K -$38.5K -1,000 -13%
GD
685
Grandfield & Dodd
New York
$263K
NA
686
Nottingham Advisors
New York
$262K -$65.4K -1,700 -21%
CCA
687
Checchi Capital Advisers
California
$260K -$9.54K -248 -4%
VFA
688
Valeo Financial Advisors
Indiana
$259K +$32.5K +844 +15%
AWA
689
ARS Wealth Advisors
Florida
$258K
CL
690
CPWM LLC
Washington
$257K
PSUF
691
People's United Financial
Connecticut
$255K +$244K +6,340 New
FBA
692
Front Barnett Associates
Illinois
$253K
WPC
693
Waters Parkerson & Co
Louisiana
$252K -$8.31K -216 -3%
CCMG
694
Clark Capital Management Group
Pennsylvania
$252K +$241K +6,264 New
BA
695
Boston Advisors
Massachusetts
$251K
CFD
696
Creative Financial Designs
Indiana
$248K -$14.5K -376 -6%
KWMG
697
King Wealth Management Group
Florida
$247K -$125K -3,260 -35%
MWM
698
Mission Wealth Management
California
$246K +$236K +6,128 New
LCM
699
LVM Capital Management
Michigan
$245K -$33.2K -864 -12%
FPCG
700
Fort Pitt Capital Group
Pennsylvania
$245K

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.