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Vanguard Mid-Cap ETF

1,052 hedge funds and large institutions have $20.8B invested in Vanguard Mid-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 401 increasing their positions, 356 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 50

40% more capital invested

Capital invested by funds: $14.8B → $20.8B (+$5.98B)

34% more call options, than puts

Call options by funds: $7.27M | Put options by funds: $5.43M

13% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 356

10% more funds holding in top 10

Funds holding in top 10: 105115 (+10)

7% more funds holding

Funds holding: 9861,052 (+66)

0.61% more ownership

Funds ownership: 257.56%258.17% (+0.61%)

Holders
1,052
Holders Change
+66
Holders Change %
+6.69%
% of All Funds
21.57%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.36%
New
123
Increased
401
Reduced
356
Closed
50
Calls
$7.27M
Puts
$5.43M
Net Calls
+$1.85M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
251
Sand Hill Global Advisors
California
$4.53M -$2.16M -56,484 -34%
SAM
252
SP Asset Management
California
$4.5M -$16.7K -436 -0.4%
MWM
253
Marietta Wealth Management
Georgia
$4.48M +$42.4K +1,108 +1%
WB
254
WesBanco Bank
West Virginia
$4.48M +$330K +8,612 +9%
ACM
255
Armbruster Capital Management
New York
$4.43M -$756K -19,740 -15%
LIA
256
LBMC Investment Advisors
Tennessee
$4.42M +$4.13M +107,900 New
FMP
257
Financial Management Professionals
Texas
$4.41M +$23.3K +608 +0.6%
AW
258
Avion Wealth
Texas
$4.41M +$4.12M +107,672 New
CAG
259
Crestwood Advisors Group
Massachusetts
$4.4M -$15.6K -408 -0.4%
NEWAS
260
N.E.W. Advisory Services
Wisconsin
$4.37M +$4.08M +106,624 New
GWM
261
Gray Wealth Management
Maine
$4.35M +$47K +1,228 +1%
GC
262
Gibson Capital
Pennsylvania
$4.32M -$1.24M -32,460 -24%
HL
263
HeadInvest LLC
Maine
$4.3M +$87.3K +2,280 +2%
DADC
264
D.A. Davidson & Co
Montana
$4.29M +$321K +8,380 +9%
LBC
265
Lowe Brockenbrough & Co
Virginia
$4.28M +$3.58M +93,496 +863%
FMC
266
First Merchants Corp
Indiana
$4.27M -$125K -3,260 -3%
ZCM
267
Ziegler Capital Management
Illinois
$4.26M
OCM
268
One Capital Management
California
$4.18M +$103K +2,684 +3%
RJT
269
Raymond James Trust
Florida
$4.18M +$734K +19,156 +23%
BC
270
Burleson & Co
California
$4.18M -$16.5K -432 -0.5%
BNP Paribas Financial Markets
271
BNP Paribas Financial Markets
France
$4.18M -$1.97M -51,396 -34%
AWM
272
AE Wealth Management
Kansas
$4.17M +$167K +4,352 +4%
FAIM
273
Financial Advocates Investment Management
Washington
$4.15M +$170K +4,444 +4%
PPA
274
Parametric Portfolio Associates
Washington
$4.14M +$487K +12,704 +14%
A
275
AdvicePeriod
California
$4.13M -$34.8K -908 -0.9%

VO Hedge Fund Activity: Q2 2020 in Review

1,052 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q2 2020, worth a combined $20.8B — up 40% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new VO positions and 50 closed out — a net gain of 73 holders — while 401 added to existing stakes and 356 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.35B. The largest seller was Osaic Holdings, cutting an estimated $80.4M.

  • 1,052 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q2 2020, up from 986 in Q1 2020.
  • Funds reported $20.8B of Vanguard Mid-Cap ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 123 funds opened new Vanguard Mid-Cap ETF positions in Q2 2020 and 50 closed out, a net change of +73 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q2 2020 was Wells Fargo, an estimated $1.35B added.
  • The largest Vanguard Mid-Cap ETF seller in Q2 2020 was Osaic Holdings, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2020.