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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
MNG
276
Manning & Napier Group
New York
$9.07M
AAS
277
Ameritas Advisory Services
Nebraska
$9.05M +$8.9M +142,036 New
SPIA
278
Steward Partners Investment Advisory
New York
$9.02M +$1.88M +30,024 +27%
UFA
279
US Financial Advisors
Massachusetts
$9.02M +$307K +4,892 +4%
DADC
280
D.A. Davidson & Co
Montana
$8.98M +$1.01M +16,064 +13%
TCM
281
TD Capital Management
Tennessee
$8.94M +$11.5K +184 +0.1%
BFWA
282
Benchmark Financial Wealth Advisors
Florida
$8.94M +$795K +12,688 +10%
EWA
283
Exencial Wealth Advisors
Oklahoma
$8.94M +$8.79M +140,296 New
CP
284
Capital Planning
Washington
$8.87M +$200K +3,188 +2%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$8.83M +$8.69M +138,692 New
FNFDCM
286
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.79M -$178K -2,840 -2%
SCA
287
Sandy Cove Advisors
Massachusetts
$8.79M +$8.65M +138,068 New
GL
288
Graypoint LLC
New York
$8.76M -$4.45M -70,972 -34%
SG
289
StoneX Group
New York
$8.73M +$302K +4,824 +4%
CA
290
CoreCap Advisors
Michigan
$8.69M +$8.56M +136,492 New
EWM
291
Endurance Wealth Management
Rhode Island
$8.68M -$1.25K -20 -0%
RPC
292
Rossmore Private Capital
Connecticut
$8.68M -$38.9K -620 -0.5%
SC
293
Sierra Capital
Florida
$8.66M +$8.52M +135,872 +84,920%
TA
294
TrueWealth Advisors
Alabama
$8.61M +$1.05M +16,696 +14%
PRA
295
Pine Ridge Advisers
New York
$8.59M
PCG
296
Private Capital Group
Connecticut
$8.52M -$366K -5,836 -4%
TYCC
297
Texas Yale Capital Corp
Florida
$8.5M +$75.7K +1,208 +0.9%
SMC
298
Smith, Moore & Co
Missouri
$8.48M +$221K +3,524 +3%
HL
299
HeadInvest LLC
Maine
$8.47M +$136K +2,164 +2%
ASN
300
Advisory Services Network
Georgia
$8.43M +$481K +7,676 +6%

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.