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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
Kayne Anderson Rudnick Investment Management
876
Kayne Anderson Rudnick Investment Management
California
-$527K -15,268 Closed
HI
877
Human Investing
Oregon
-$494K -14,300 Closed
CAI
878
Capital Advisors Inc
Oklahoma
-$468K -13,560 Closed
ACM
879
AlphaStar Capital Management
North Carolina
-$454K -13,148 Closed
PEA
880
Pacific Edge Advisors
California
-$442K -12,800 Closed
CAMG
881
CWA Asset Management Group
Florida
-$430K -12,440 Closed
HR
882
Hayden Royal
North Carolina
-$406K -11,764 Closed
TF
883
Trek Financial
Arizona
-$354K -10,252 Closed
EWA
884
EP Wealth Advisors
California
-$351K -10,156 Closed
AB
885
AT Bancorp
Iowa
-$331K -9,584 Closed
DCM
886
Dimension Capital Management
Florida
-$270K -7,816 Closed
SIM
887
Sterling Investment Management
Arizona
-$252K -7,308 Closed
WA
888
Winfield Associates
Ohio
-$222K -6,432 Closed
MIA
889
MainStreet Investment Advisors
Illinois
-$219K -6,352 Closed
LNWWM
890
Laird Norton Wetherby Wealth Management
California
-$208K -6,008 Closed
SIA
891
Starfire Investment Advisers
Michigan
-$206K -5,984 Closed
CBT
892
Central Bank & Trust
Kentucky
-$171K -4,960 Closed
LCOV
893
London Company of Virginia
Virginia
-$140K -4,060 Closed
VC
894
Vestor Capital
Illinois
-$138K -4,000 Closed
PCM
895
Penn Capital Management
Pennsylvania
-$2.55M -3,280 Closed
Chevy Chase Trust
896
Chevy Chase Trust
Maryland
-$111K -3,200 Closed
RWA
897
River Wealth Advisors
Pennsylvania
-$95K -2,760 Closed
NB
898
Nicolet Bankshares
Wisconsin
-$95K -2,752 Closed
BOPW
899
Brandywine Oak Private Wealth
Pennsylvania
-$79K -2,292 Closed
SQA
900
Simon Quick Advisors
New Jersey
-$67K -1,928 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.