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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
AAM
276
Ameraudi Asset Management
New York
$4.07M +$3.5M +91,284 +1,135%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$4.05M -$65K -1,696 -2%
BC
278
Bartlett & Co
Ohio
$4.05M -$65K -1,696 -2%
NEGWA
279
New England Guild Wealth Advisors
Connecticut
$4.02M +$572K +14,920 +18%
NFG
280
Nations Financial Group
Iowa
$4.02M +$903K +23,576 +32%
CAM
281
Cresset Asset Management
Illinois
$4.02M -$2.62M -68,332 -41%
LWA
282
LWS Wealth Advisors
New Jersey
$4.01M +$620K +16,180 +20%
CAM
283
Cozad Asset Management
Illinois
$4M +$3.74M +97,580 New
CA
284
Cetera Advisors
Colorado
$3.97M -$349K -9,124 -9%
BFWA
285
Benchmark Financial Wealth Advisors
Florida
$3.93M +$3.67M +95,860 New
PWLP
286
Prio Wealth Limited Partnership
Massachusetts
$3.92M +$1.81M +47,340 +98%
WA
287
Waverly Advisors
Alabama
$3.88M -$57.8K -1,508 -2%
FPIS
288
Financial Planning & Information Services
Wisconsin
$3.87M +$12.6K +328 +0.3%
SC
289
Sepio Capital
Utah
$3.86M -$5.29M -138,092 -59%
MHS
290
M Holdings Securities
Oregon
$3.83M +$1.65M +43,008 +85%
TCBWMS
291
Texas Capital Bank Wealth Management Services
Texas
$3.79M +$716K +18,688 +25%
TA
292
Tiedemann Advisors
New York
$3.79M -$1.11M -29,008 -24%
SHWM
293
Smith & Howard Wealth Management
Georgia
$3.79M +$1.16M +30,356 +49%
PCFFS
294
Pacific Center for Financial Services
California
$3.78M -$16.2K -424 -0.5%
NF
295
Nikulski Financial
Iowa
$3.75M -$4.6K -120 -0.1%
SPIA
296
Steward Partners Investment Advisory
New York
$3.74M -$35.9K -936 -1%
SC
297
Steph & Co
Wisconsin
$3.71M -$1.02M -26,536 -23%
MFGP
298
Marshall Financial Group (Pennsylvania)
Pennsylvania
$3.71M +$935K +24,400 +37%
PSUF
299
People's United Financial
Connecticut
$3.68M -$38.3K -1,000 -1%
DSA
300
Droms Strauss Advisors
Missouri
$3.65M -$14.4M -375,700 -81%

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.