We are live on ! Find out more
VO icon

Vanguard Mid-Cap ETF

1,578 hedge funds and large institutions have $35.5B invested in Vanguard Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 304 funds opening new positions, 653 increasing their positions, 371 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

415% more first-time investments, than exits

New positions opened: 304 | Existing positions closed: 59

76% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 371

55% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $15.6M

21% more funds holding in top 10

Funds holding in top 10: 154187 (+33)

16% more funds holding

Funds holding: 1,3551,578 (+223)

13% more capital invested

Capital invested by funds: $31.4B → $35.5B (+$4.03B)

1.3% more ownership

Funds ownership: 250.36%251.66% (+1.3%)

Holders
1,578
Holders Change
+223
Holders Change %
+16.46%
% of All Funds
24.28%
Holding in Top 10
187
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+21.43%
% of All Funds
2.88%
New
304
Increased
653
Reduced
371
Closed
59
Calls
$24.2M
Puts
$15.6M
Net Calls
+$8.62M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$11.8M +$1.21M +19,316 +12%
CRC
227
Curi RMB Capital
Illinois
$11.7M -$1.24M -19,844 -10%
PMG
228
ProVise Management Group
Florida
$11.7M +$2.43M +38,736 +27%
RCA
229
Riverview Capital Advisers
Massachusetts
$11.6M +$11.5M +182,908 New
PPA
230
Parametric Portfolio Associates
Washington
$11.5M +$9.61M +153,300 +573%
FWA
231
FSC Wealth Advisors
New York
$11.4M +$11.2M +179,288 New
JFA
232
JNBA Financial Advisors
Minnesota
$11.3M -$259K -4,128 -2%
NFG
233
Nations Financial Group
Iowa
$11.3M +$737K +11,760 +7%
VBWMG
234
Von Berge Wealth Management Group
California
$11.3M +$12M +191,960 New
MCM
235
Maryland Capital Management
Maryland
$11.1M -$125K -1,996 -1%
AAM
236
Ameraudi Asset Management
New York
$11.1M +$960K +15,312 +10%
WFM
237
Wolff Financial Management
Michigan
$11M +$10.8M +172,016 New
Citigroup
238
Citigroup
New York
$10.9M -$3.53M -56,268 -25%
AF
239
Advisornet Financial
Minnesota
$10.8M +$421K +6,724 +4%
TCM
240
Twele Capital Management
Minnesota
$10.8M +$211K +3,368 +2%
CIC
241
Carnegie Investment Counsel
Ohio
$10.8M +$719K +11,472 +7%
AIM
242
Acropolis Investment Management
Missouri
$10.7M -$196K -3,128 -2%
PA
243
Pinnacle Associates
New York
$10.7M +$1.26M +20,080 +14%
GA
244
Greytown Advisors
Florida
$10.7M -$5.77K -92 -0.1%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$10.7M -$256K -4,088 -2%
TWA
246
Tillar-Wenstrup Advisors
Ohio
$10.7M -$1.83M -29,124 -15%
BWM
247
BerganKDV Wealth Management
Minnesota
$10.6M +$1.42M +22,676 +16%
WFA
248
Wells Financial Advisors
Massachusetts
$10.6M +$535K +8,532 +5%
TFP
249
TrueWealth Financial Partners
Washington
$10.6M +$10.4M +166,380 New
MCM
250
MAI Capital Management
Ohio
$10.6M +$8.45M +134,864 +433%

VO Hedge Fund Activity: Q4 2021 in Review

1,578 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2021, worth a combined $35.5B — up 13% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 304 funds opened new VO positions and 59 closed out — a net gain of 245 holders — while 653 added to existing stakes and 371 trimmed.

The largest buyer was Wells Fargo, adding an estimated $799M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $596M.

  • 1,578 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2021, up from 1,355 in Q3 2021.
  • Funds reported $35.5B of Vanguard Mid-Cap ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 304 funds opened new Vanguard Mid-Cap ETF positions in Q4 2021 and 59 closed out, a net change of +245 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2021 was Wells Fargo, an estimated $799M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $596M sold.

Based on aggregated 13F filings for Q4 2021.