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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
WF
776
WealthTrust Fairport
Ohio
$94K
DOA
777
D'Orazio & Associates
Virginia
$90K +$13.4K +348 +18%
FA
778
Financial Advantage
Maryland
$88K
BCWM
779
Bartlett & Co Wealth Management
Ohio
$87.4K
BC
780
Bartlett & Co
Ohio
$87K
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K -$58.8K -1,528 -42%
TL
782
TrueWealth LLC
Georgia
$84K +$29.1K +756 +56%
KPCM
783
Kings Point Capital Management
New York
$80K -$28.5K -740 -27%
GWA
784
Guidant Wealth Advisors
Illinois
$80K
LWM
785
Liberty Wealth Management
California
$78K
PWM
786
PRW Wealth Management
Massachusetts
$74K -$38.5K -1,000 -35%
LWANC
787
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K
CFG
788
Citizens Financial Group
Rhode Island
$71K +$67.2K +1,748 New
RIA
789
Realta Investment Advisors
Delaware
$70K +$67.1K +1,744 New
LF
790
Lee Financial
Texas
$64K
BWA
791
Burt Wealth Advisors
Maryland
$62K
DWM
792
Destination Wealth Management
California
$61K +$12.3K +320 +27%
BHWM
793
Bay Harbor Wealth Management
Maryland
$60K -$4.31K -112 -7%
NWM
794
Northwest Wealth Management
Iowa
$60K
VNA
795
Valley National Advisers
Pennsylvania
$59K
SNT
796
Security National Trust
West Virginia
$56K -$115K -3,000 -68%
PFGIA
797
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$5.69K +148 +13%
DWA
798
Dougherty Wealth Advisers
Minnesota
$50K
FHB
799
First Hawaiian Bank
Hawaii
$50K
NFG
800
Next Financial Group
Texas
$48K -$404K -10,512 -90%

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.