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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
HI
101
Horizon Investments
North Carolina
$12M +$3.74M +97,212 +48%
WT
102
Whittier Trust
California
$11.9M +$1.99M +51,636 +21%
AWM
103
Altium Wealth Management
New York
$11.8M -$125K -3,252 -1%
EIG
104
Ellenbecker Investment Group
Wisconsin
$11.7M +$1.76M +45,756 +19%
AFG
105
Arkansas Financial Group
Arkansas
$11.7M -$576K -14,968 -5%
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.6M +$201K +5,228 +2%
Jane Street
107
Jane Street
New York
$11.3M +$4.81M +125,172 +81%
CI
108
CX Institutional
Indiana
$11.3M -$347K -9,024 -3%
WSTAM
109
Wilbanks Smith & Thomas Asset Management
Virginia
$11.2M +$1.41M +36,700 +15%
BP
110
Ballentine Partners
Massachusetts
$11M -$865K -22,492 -8%
PCA
111
Personal Capital Advisors
California
$10.9M +$1.24M +32,236 +13%
BWFA
112
Baltimore-Washington Financial Advisors
Maryland
$10.8M -$139K -3,612 -1%
BF
113
Blankinship & Foster
California
$10.7M -$126K -3,272 -1%
WCWM
114
Wooster Corthell Wealth Management
Connecticut
$10.6M -$21.1K -548 -0.2%
FFG
115
Frisch Financial Group
New York
$10.5M -$288K -7,480 -3%
FA
116
Fiducient Advisors
Illinois
$10.5M +$524K +13,628 +6%
NAMP
117
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.3M +$8.62K +224 +0.1%
UCFA
118
United Capital Financial Advisors
Texas
$10.2M +$1.44M +37,536 +17%
PCG
119
Private Capital Group
Connecticut
$10.1M +$435K +11,312 +5%
RFC
120
Regions Financial Corp
Alabama
$9.93M -$106K -2,752 -1%
VR
121
Viridian RIA
Washington
$9.92M +$576K +14,968 +6%
MA
122
Montag & Associates
Georgia
$9.74M +$66.2K +1,720 +0.7%
PFA
123
Pathway Financial Advisors
Vermont
$9.74M +$674K +17,512 +8%
BAM
124
Berkshire Asset Management
Pennsylvania
$9.73M +$185K +4,800 +2%
Comerica Bank
125
Comerica Bank
Texas
$9.64M -$682K -17,740 -7%

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.