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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
PA
201
Pinnacle Associates
New York
$4.94M -$35.1K -912 -0.7%
QIM
202
Quest Investment Management
Oregon
$4.87M
NEIRG
203
New England Investment & Retirement Group
Massachusetts
$4.79M -$60.2K -1,564 -1%
RPC
204
Rossmore Private Capital
Connecticut
$4.75M +$943K +24,520 +26%
UBV
205
United Bank (Virginia)
Virginia
$4.72M -$80.3K -2,088 -2%
CIC
206
Carnegie Investment Counsel
Ohio
$4.71M +$501K +13,024 +12%
RE
207
RBC Europe
United Kingdom
$4.7M -$26.9K -700 -0.6%
FMC
208
First Merchants Corp
Indiana
$4.6M -$70.8K -1,840 -2%
AF
209
Alerus Financial
North Dakota
$4.58M -$682K -17,724 -13%
LNC
210
Lincoln National Corp
Pennsylvania
$4.54M +$400K +10,388 +10%
FPIS
211
Financial Planning & Information Services
Wisconsin
$4.48M -$218K -5,672 -5%
HIMC
212
Heritage Investors Management Corp
Maryland
$4.39M +$88.5K +2,300 +2%
NAS
213
Nicolet Advisory Services
Wisconsin
$4.32M +$4.14M +107,600 New
LIC
214
Lodestar Investment Counsel
Illinois
$4.27M -$13.2K -344 -0.3%
FMP
215
Financial Management Professionals
Texas
$4.27M +$153K +3,976 +4%
WFPG
216
Waller Financial Planning Group
Ohio
$4.26M -$286K -7,448 -7%
GWM
217
Geneos Wealth Management
Colorado
$4.26M +$338K +8,800 +9%
MWM
218
MorganRosel Wealth Management
Colorado
$4.22M +$1.85M +48,136 +85%
AIM
219
Acropolis Investment Management
Missouri
$4.21M -$127K -3,312 -3%
BRWM
220
B. Riley Wealth Management
Tennessee
$4.2M +$42.5K +1,104 +1%
BFS
221
Bradley Foster & Sargent
Connecticut
$4.19M +$668K +17,364 +20%
EWM
222
Endurance Wealth Management
Rhode Island
$4.18M -$1.54K -40 -0%
TC
223
TAP Consulting
Missouri
$4.12M +$3.95M +102,604 New
OC
224
Oppenheimer & Co
New York
$4.08M +$1.02M +26,460 +35%
PCFFS
225
Pacific Center for Financial Services
California
$4.08M -$73.7K -1,916 -2%

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.