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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
SC
151
Sepio Capital
Utah
$7.65M +$7.32M +190,264 New
PFM
152
Phillips Financial Management
Indiana
$7.49M -$32.3K -840 -0.5%
CAN
153
Cetera Advisor Networks
California
$7.46M +$1.08M +28,148 +18%
RWM
154
RKL Wealth Management
Pennsylvania
$7.36M -$197K -5,128 -3%
VFP
155
Verus Financial Partners
Virginia
$7.31M -$27.7K -720 -0.4%
AC
156
Abbrea Capital
California
$7.18M +$530K +13,788 +8%
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$7.17M -$8K -208 -0.1%
MCM
158
Maryland Capital Management
Maryland
$7.11M +$63.8K +1,660 +0.9%
BP
159
BBR Partners
New York
$7.03M
RW
160
REDW Wealth
New Mexico
$7.02M -$394K -10,240 -6%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$6.94M +$1.25M +32,428 +23%
AAM
162
Autus Asset Management
Arizona
$6.93M -$471K -12,256 -7%
GA
163
Greytown Advisors
Florida
$6.93M -$1.34M -34,744 -17%
IAA
164
Ironsides Asset Advisors
North Carolina
$6.9M
TF
165
TimeScale Financial
Massachusetts
$6.87M -$654K -17,000 -9%
Mercer Global Advisors
166
Mercer Global Advisors
Colorado
$6.85M +$6.56M +170,484 New
AGA
167
Arkos Global Advisors
Texas
$6.83M -$74.2K -1,928 -1%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$6.83M +$21.5K +560 +0.3%
EI
169
Ellevest Inc
New York
$6.74M +$4.87M +126,716 +92%
CC
170
Callan Capital
California
$6.63M -$179K -4,652 -3%
NIM
171
Northeast Investment Management
Massachusetts
$6.6M +$328K +8,532 +5%
CCM
172
Covington Capital Management
California
$6.52M +$83.8K +2,180 +1%
EWM
173
Evermay Wealth Management
Virginia
$6.5M
HR
174
Hardy Reed
Mississippi
$6.43M
GT
175
Glenview Trust
Kentucky
$6.24M +$49.5K +1,288 +0.8%

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.