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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
AP
751
Atwood & Palmer
Missouri
$172K
NSB
752
Norway Savings Bank
Maine
$169K
IFAM
753
Institutional & Family Asset Management
Colorado
$166K -$3.08K -80 -2%
CHP
754
Cable Hill Partners
Oregon
$161K +$109K +2,824 +241%
CGT
755
Capital Guardian Trust
California
$161K +$154K +4,000 New
CB
756
CNB Bank
Pennsylvania
$154K
GTAM
757
Global Trust Asset Management
Florida
$141K -$60K -1,560 -31%
JCM
758
Jacobi Capital Management
Pennsylvania
$136K
YWP
759
YorkBridge Wealth Partners
New York
$132K +$20.6K +536 +19%
EK
760
Evensky & Katz
Florida
$131K +$126K +3,264 New
DBT
761
Dubuque Bank & Trust
Iowa
$127K -$20.3K -528 -14%
PW
762
Price Wealth
Texas
$124K
KBFS
763
Kohmann Bosshard Financial Services
Ohio
$123K
AIM
764
Axiom Investment Management
New York
$123K +$118K +3,056 New
RFA
765
Reilly Financial Advisors
California
$118K -$68.9K -1,792 -38%
PC
766
Permanens Capital
New York
$118K +$113K +2,932 New
PMFA
767
Plante Moran Financial Advisors
Michigan
$117K -$11.5K -300 -9%
SMFS
768
Squar Milner Financial Services
California
$117K
AF
769
Allworth Financial
California
$109K -$1.85K -48 -2%
CWA
770
Clarus Wealth Advisors
Arizona
$109K +$15.4K +400 +17%
APW
771
Acima Private Wealth
Virginia
$107K -$35.4K -920 -26%
TCOV
772
Trust Company of Vermont
Vermont
$106K +$10.3K +268 +11%
BBNA
773
Bremer Bank National Association
Minnesota
$105K +$97.2K +2,528 New
FFC
774
First Financial Corp
Indiana
$102K -$5.54K -144 -5%
OSNBOA
775
Old Second National Bank of Aurora
Illinois
$99K -$386K -10,044 -80%

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.