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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
Bank of America
1
Bank of America
North Carolina
$1.55B +$20.4M +530,508 +1%
Creative Planning
2
Creative Planning
Kansas
$1.45B -$63.3M -1,644,852 -4%
UBS Group
3
UBS Group
Switzerland
$1.36B +$19M +494,400 +1%
Wells Fargo
4
Wells Fargo
California
$985M +$267M +6,943,512 +40%
JP Morgan Chase
5
JP Morgan Chase
New York
$864M +$8.16M +212,272 +1%
Morgan Stanley
6
Morgan Stanley
New York
$651M -$4.7M -122,184 -0.7%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$568M +$7.01M +182,140 +1%
Deutsche Bank
8
Deutsche Bank
Germany
$483M -$70.5K -1,832 -0%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$470M +$3.73M +96,864 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$468M +$45.7M +1,188,616 +11%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$293M +$5.3M +137,740 +2%
TF
12
TIAA FSB
Florida
$280M +$883K +22,960 +0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$220M +$1.81M +47,084 +0.9%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184M -$6.05M -157,396 -3%
LPL Financial
15
LPL Financial
California
$162M +$3.39M +88,108 +2%
JFG
16
JMG Financial Group
Illinois
$134M -$18.8M -487,856 -13%
CCA
17
Catalyst Capital Advisors
New York
$133M -$10.6M -276,100 -8%
MRC
18
Millburn Ridgefield Corp
New York
$133M -$10.6M -276,100 -8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$128M -$41.8M -1,087,292 -25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$119M +$19.5M +506,880 +21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$117M +$3.48M +90,604 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$113M +$3.63M +94,248 +3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$97.2M -$2.64M -68,636 -3%
CAW
24
Cornerstone Advisors (Washington)
Washington
$87.1M +$37.6M +977,864 +82%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$75.5M +$1.72M +44,724 +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.