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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
BC
801
Barnett & Company
Tennessee
$48K
NFH
802
NEXT Financial Holdings
Texas
$48K +$46.3K +1,204 New
CIA
803
Cascade Investment Advisors
Oregon
$46.7K
LFG
804
Larson Financial Group
Missouri
$46K -$7.69K -200 -15%
LFA
805
Legacy Financial Advisors
Kentucky
$44K
FCA
806
FinTrust Capital Advisors
South Carolina
$42K
OIA
807
Optimum Investment Advisors
Illinois
$42K
RCA
808
Rowland Carmichael Advisors
Arizona
$42K
BMM
809
Buffington Mohr McNeal
Idaho
$42K +$40K +1,040 New
SHJ
810
Sharkey, Howes & Javer
Colorado
$41K -$207K -5,388 -84%
KTC
811
Kistler-Tiffany Companies
Pennsylvania
$41K +$9.69K +252 +32%
TIM
812
Tortoise Investment Management
New York
$37K
FWM
813
Focused Wealth Management
New York
$36K
TSW
814
Thompson Siegel & Walmsley
Virginia
$34K +$21.5K +560 +200%
GWS
815
Glassman Wealth Services
Virginia
$33K
AWM
816
Aevitas Wealth Management
Massachusetts
$32K
GSC
817
G&S Capital
Colorado
$32K
MSA
818
Marino Stram & Associates
Massachusetts
$31K +$12.6K +328 +76%
CIM
819
Contravisory Investment Management
Massachusetts
$26K +$24.6K +640 New
LIA
820
LS Investment Advisors
Michigan
$25K
BDWM
821
Brewin Dolphin Wealth Management
Ireland
$24.9K
IP
822
Intellectus Partners
California
$24K +$23.1K +600 New
WAS
823
WESPAC Advisors SoCal
California
$24K +$23.2K +604 New
BCM
824
Blume Capital Management
California
$22K
OWD
825
Osborn Williams & Donohoe
Ohio
$22K +$20.5K +532 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.