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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
IAS
851
IMA Advisory Services
Colorado
$6K +$5.54K +144 New
GT
852
Glenmede Trust
Pennsylvania
$5.99K +$300K +7,808 +6%
CF
853
Centaurus Financial
California
$4.17K +$27.7K +720 +37%
EWM
854
Edge Wealth Management
New York
$4K +$4K +104 New
HH
855
HWG Holdings
Texas
$3K
SIS
856
Sound Income Strategies
Florida
$3K
FCMT
857
Founders Capital Management (Texas)
Texas
$2K
PGWM
858
Parisi Gray Wealth Management
New Jersey
$2K
BFG
859
Beacon Financial Group
Texas
$1.1K +$21.4K +556 +2%
CT
860
Clearstead Trust
Maine
$1K
Koshinski Asset Management
861
Koshinski Asset Management
Illinois
$712 -$65.5K -1,704 -9%
WA
862
WP Advisors
California
$465 -$4.39M -114,208 -99%
TWM
863
Titus Wealth Management
California
$232 +$222K +5,780 New
JPLA
864
Joseph P. Lucia & Associates
New York
$104 +$2.63M +68,496 New
AAMA
865
Advanced Asset Management Advisors
Ohio
-$6.77M -196,000 Closed
W
866
WealthOne
New York
-$5.95M -172,140 Closed
HCM
867
Howard Capital Management
Georgia
-$4.72M -137,732 Closed
LWMT
868
Legacy Wealth Management (Tennessee)
Tennessee
-$2.35M -67,916 Closed
SMDAM
869
Sumitomo Mitsui DS Asset Management
Japan
-$1.48M -42,712 Closed
Citadel Advisors
870
Citadel Advisors
Florida
-$1.32M -38,360 Closed
Millennium Management
871
Millennium Management
New York
-$1.31M -38,016 Closed
BAM
872
Belpointe Asset Management
Nevada
-$729K -21,104 Closed
HHGA
873
Halbert Hargrove Global Advisors
California
-$565K -16,348 Closed
GP
874
Girard Partners
Pennsylvania
-$550K -15,928 Closed
CC
875
Cognios Capital
Kansas
-$534K -15,476 Closed

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.