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
FNC
251
First National Corp
Massachusetts
$10.6M +$12.3K +196 +0.1%
HFW
252
Horizon Family Wealth
Illinois
$10.5M +$10.3M +165,100 New
SG Americas Securities
253
SG Americas Securities
New York
$10.5M +$10.3M +164,400 New
M&T Bank
254
M&T Bank
New York
$10.4M -$390K -6,228 -4%
HR
255
Hardy Reed
Mississippi
$10.2M -$446K -7,120 -4%
BWM
256
Baystate Wealth Management
Massachusetts
$10.2M +$153K +2,440 +2%
CG
257
Caprock Group
Idaho
$10.1M -$472K -7,524 -5%
GVAG
258
Great Valley Advisor Group
Delaware
$10M +$24.6K +392 +0.2%
WF
259
Whelan Financial
California
$9.76M -$1.53M -24,480 -14%
ATPW
260
Ashton Thomas Private Wealth
Arizona
$9.74M +$2.47M +39,340 +35%
APSP
261
Asset Planning Services (Pennsylvania)
Pennsylvania
$9.74M -$209K -3,328 -2%
MWC
262
MBM Wealth Consultants
Missouri
$9.72M +$598K +9,540 +7%
QIM
263
Quest Investment Management
Oregon
$9.6M -$660K -10,528 -7%
VFP
264
Verus Financial Partners
Virginia
$9.6M -$39.9K -636 -0.4%
CSIA
265
Conrad Siegel Investment Advisors
Pennsylvania
$9.59M +$10.2M +162,040 New
CA
266
Cetera Advisors
Colorado
$9.56M +$678K +10,808 +8%
RWM
267
RKL Wealth Management
Pennsylvania
$9.51M -$194K -3,088 -2%
MFGP
268
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.46M +$246K +3,920 +3%
SC
269
Stephens Consulting
Michigan
$9.38M +$9.23M +147,220 New
SCA
270
STALEY CAPITAL ADVISERS
Pennsylvania
$9.35M +$317K +5,052 +4%
KeyBank National Association
271
KeyBank National Association
Ohio
$9.34M +$159K +2,532 +2%
GWM
272
GDS Wealth Management
Texas
$9.31M +$9.16M +146,204 New
RFM
273
Royal Fund Management
Florida
$9.13M +$63.7K +1,016 +0.7%
TA
274
Tectonic Advisors
Texas
$9.12M +$1.3M +20,712 +17%
MWM
275
McNaughton Wealth Management
California
$9.09M +$241K +3,848 +3%

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.