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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
AA
826
AlphaMark Advisors
Kentucky
$21K
QCIG
827
Quad-Cities Investment Group
Iowa
$17K
IBOK
828
Independence Bank of Kentucky
Kentucky
$17K +$13.1K +340 +425%
AWM
829
AllSquare Wealth Management
New York
$16K
FPFS
830
First Personal Financial Services
North Carolina
$16K
EWM
831
Executive Wealth Management
Michigan
$16K +$923 +24 +7%
AIA
832
Armor Investment Advisors
North Carolina
$16K +$15.4K +400 New
ACS
833
Archford Capital Strategies
Illinois
$12K
BRC
834
Bell Rock Capital
Delaware
$12K
FRA
835
Front Row Advisors
California
$12K
FGAM
836
Financial Gravity Asset Management
Texas
$12K +$11.1K +288 New
BCI
837
Brinker Capital Investments
Pennsylvania
$11K +$9.69K +252 +1,575%
AIC
838
Archer Investment Corporation
Indiana
$11K +$10.5K +272 New
EWA
839
Evolution Wealth Advisors
Florida
$10K -$153K -3,980 -94%
FNBOSM
840
First National Bank of South Miami
Florida
$10K
GI
841
Gradient Investments
Minnesota
$10K
HCM
842
Highlander Capital Management
New Jersey
$8K
LB
843
Legacy Bridge
Iowa
$8K
AIP
844
Ameritas Investment Partners
Nebraska
$7K
HCC
845
Hirtle Callaghan & Co
Pennsylvania
$7K
LPWM
846
Lake Point Wealth Management
Texas
$7K +$6K +156 New
CCMW
847
Cypress Capital Management (Wyoming)
Wyoming
$7K +$6.46K +168 New
PFBT
848
Parkside Financial Bank & Trust
Missouri
$6K -$4.31K -112 -42%
LYV
849
Live Your Vision
Pennsylvania
$6K
TRCT
850
Tower Research Capital (TRC)
New York
$6K +$4.77K +124 +620%

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.