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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
AG
51
Advisor Group
Arizona
$34.2M -$2.38M -61,872 -7%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$32.7M -$98.1M -2,551,068 -76%
NFG
53
Nadler Financial Group
Illinois
$30.9M -$1.01M -26,260 -3%
JMPWA
54
JP Morgan Private Wealth Advisors
California
$30.8M +$978K +25,420 +3%
TTWM
55
TCV Trust & Wealth Management
Virginia
$30M +$414K +10,776 +1%
RWMH
56
Riverpoint Wealth Management Holdings
Illinois
$28.2M +$2.65M +68,996 +11%
PIMG
57
Patriot Investment Management Group
Tennessee
$27.9M +$26.7M +694,064 New
PGFC
58
Peapack-Gladstone Financial Corp
New Jersey
$27.4M +$1.1M +28,524 +4%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$26.7M -$6.41M -166,780 -20%
FHA
60
First Horizon Advisors
Tennessee
$24.6M +$371K +9,656 +2%
FFA
61
Fragasso Financial Advisors
Pennsylvania
$23.8M +$15.2M +395,456 +200%
FA
62
FDx Advisors
Illinois
$23.6M -$2.78M -72,376 -11%
PAI
63
Pittenger & Anderson Inc
Nebraska
$23.3M +$122K +3,160 +0.5%
PAG
64
Private Advisor Group
New Jersey
$23M -$1.73M -45,064 -7%
SI
65
Stephens Inc
Arkansas
$22.2M -$491K -12,772 -2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$21.9M -$2.36M -61,444 -10%
DSA
67
Droms Strauss Advisors
Missouri
$21.4M +$317K +8,240 +2%
HighTower Advisors
68
HighTower Advisors
Illinois
$21.3M +$240K +6,236 +1%
SB
69
Simmons Bank
Arkansas
$21.2M -$69.7K -1,812 -0.3%
CIC
70
Cutler Investment Counsel
Oregon
$21.1M +$1.2M +31,300 +6%
NQWM
71
Northwest Quadrant Wealth Management
Oregon
$19.9M +$264K +6,868 +1%
SPIA
72
Strategic Point Investment Advisors
Rhode Island
$19.9M -$1.51M -39,284 -7%
FCI
73
Financial Counselors Inc
Kansas
$19.9M -$471K -12,256 -2%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$19.4M -$4.08M -106,072 -18%
Citigroup
75
Citigroup
New York
$19M +$3.36M +87,472 +23%

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.