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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
PP
301
PDS Planning
Ohio
$3.58M +$1.92M +50,136 +134%
OC
302
Oppenheimer & Co
New York
$3.56M +$145K +3,792 +5%
SMC
303
Smith, Moore & Co
Missouri
$3.56M +$1.48M +38,532 +80%
PCM
304
Parsons Capital Management
Rhode Island
$3.54M -$226K -5,888 -6%
AA
305
Alesco Advisors
New York
$3.54M +$352K +9,200 +12%
SFG
306
Sage Financial Group
Pennsylvania
$3.52M +$1.47M +38,376 +81%
KAH
307
Kathryn A. Hall
$3.5M +$342K +8,940 +12%
HPWM
308
Highland Private Wealth Management
Washington
$3.46M +$143K +3,740 +5%
BJL
309
Brighton Jones LLC
Washington
$3.43M -$31.6K -824 -1%
CG
310
Colony Group
Massachusetts
$3.38M +$47.2K +1,232 +2%
BG
311
Berry Group
Massachusetts
$3.38M +$321K +8,372 +11%
TPCW
312
TD Private Client Wealth
New York
$3.38M +$333K +8,688 +12%
MWM
313
MorganRosel Wealth Management
Colorado
$3.36M -$572K -14,944 -15%
KL
314
KWMG LLC
Kansas
$3.35M +$86K +2,244 +3%
SIAS
315
Shine Investment Advisory Services
Colorado
$3.34M -$46K -1,200 -1%
EWM
316
Evercore Wealth Management
New York
$3.33M +$138K +3,600 +5%
TCWM
317
Total Clarity Wealth Management
Illinois
$3.33M +$3.11M +81,284 New
MAFM
318
Mid Atlantic Financial Management
Pennsylvania
$3.28M +$21.9K +572 +0.7%
FNBOO
319
First National Bank of Omaha
Nebraska
$3.25M -$157K -4,100 -5%
AFP
320
Ausdal Financial Partners
Iowa
$3.23M -$363K -9,484 -11%
FFA
321
First Foundation Advisors
California
$3.19M -$7.81K -204 -0.3%
MAM
322
Marquette Asset Management
Minnesota
$3.18M +$487K +12,716 +20%
VA
323
Valmark Advisers
Ohio
$3.17M -$113K -2,948 -4%
NL
324
NWAM LLC
Washington
$3.17M -$151K -3,952 -5%
Thrivent Financial for Lutherans
325
Thrivent Financial for Lutherans
Minnesota
$3.14M

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.