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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
FFWA
701
FRG Family Wealth Advisors
Washington
$245K
CSIC
702
Clifford Swan Investment Counsel
California
$242K
NCM
703
Narwhal Capital Management
Georgia
$239K
MFG
704
Merit Financial Group
Georgia
$239K +$271K +7,044 New
MFG
705
Magnus Financial Group
New York
$238K -$29.8K -776 -12%
FAT
706
First American Trust
California
$238K
OCM
707
Orser Capital Management
Texas
$237K -$33.8K -880 -13%
MAS
708
Madden Advisory Services
Florida
$235K
CCM
709
Condor Capital Management
New Jersey
$234K
TCPWM
710
Traverso Chambers Private Wealth Management
California
$232K +$222K +5,764 New
BPB
711
Badgley, Phelps & Bell
Washington
$231K +$221K +5,744 New
CAM
712
Chandler Asset Management
California
$230K
NSIM
713
North Star Investment Management
Illinois
$230K
PAG
714
Private Advisory Group
Washington
$229K
SCA
715
Strategic Capital Advisers
Colorado
$228K -$4.62K -120 -2%
FBFS
716
First Business Financial Services
Wisconsin
$227K +$217K +5,652 New
AF
717
Arrow Financial
New York
$226K
BAM
718
Barrett Asset Management
New York
$226K
LWM
719
Lyell Wealth Management
California
$226K +$215K +5,600 New
OC
720
Oarsman Capital
Wisconsin
$225K +$215K +5,592 New
QAM
721
QCI Asset Management
New York
$224K -$769 -20 -0.4%
APG
722
Abacus Planning Group
South Carolina
$223K +$213K +5,544 New
MSAM
723
Moloney Securities Asset Management
Missouri
$220K +$210K +5,464 New
BO
724
BRR OpCo
Ohio
$220K +$211K +5,480 New
AWA
725
Acorn Wealth Advisors
Michigan
$219K +$203K +5,288 New

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.