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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
MM
126
Meridian Management
Arkansas
$9.55M +$179K +4,648 +2%
JFA
127
JNBA Financial Advisors
Minnesota
$9.46M -$2.1M -54,592 -19%
MIM
128
Miller Investment Management
Pennsylvania
$9.45M +$22.3K +580 +0.2%
SWM
129
SVA Wealth Management
Wisconsin
$9.41M -$267K -6,932 -3%
BI
130
Ballast Inc
Kentucky
$9.36M -$874K -22,728 -9%
FSWA
131
Financial Synergies Wealth Advisors
Texas
$9.05M +$8.66M +225,088 New
JGIA
132
Jackson Grant Investment Advisers
Connecticut
$9M +$250K +6,512 +3%
CRC
133
Curi RMB Capital
Illinois
$8.9M -$45.4K -1,180 -0.5%
WTC
134
WhitTier Trust Company
Nevada
$8.74M +$55.7K +1,448 +0.7%
APSP
135
Asset Planning Services (Pennsylvania)
Pennsylvania
$8.74M +$269K +6,984 +3%
TCM
136
Twele Capital Management
Minnesota
$8.63M -$42.2K -1,096 -0.5%
WP
137
WMS Partners
Maryland
$8.61M -$762K -19,800 -8%
CFGF
138
Compass Financial Group (Florida)
Florida
$8.48M -$103K -2,680 -1%
NHC
139
Nicholas Hoffman & Company
Georgia
$8.42M -$1.02M -26,500 -11%
CS
140
Comerica Securities
Michigan
$8.4M +$177K +4,612 +2%
Northern Trust
141
Northern Trust
Illinois
$8.29M -$2.6M -67,516 -25%
CB
142
Chemical Bank
Michigan
$8.23M +$142K +3,696 +2%
SRC
143
Sage Rhino Capital
California
$8.14M +$7.79M +202,492 New
WIC
144
Woodmont Investment Counsel
Tennessee
$8.1M +$177K +4,604 +2%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$7.97M +$45.1K +1,172 +0.6%
CB
146
Cadence Bank
Mississippi
$7.92M +$264K +6,876 +4%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$7.9M +$1.81M +46,932 +54%
SWP
148
Stratos Wealth Partners
Ohio
$7.82M -$258K -6,696 -3%
AC
149
Alexandria Capital
Virginia
$7.74M +$144K +3,736 +2%
BAMG
150
Brand Asset Management Group
Missouri
$7.71M +$29.2K +760 +0.4%

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.