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Vanguard Mid-Cap ETF

1,057 hedge funds and large institutions have $22.5B invested in Vanguard Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 443 increasing their positions, 362 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

22% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 362

8% more capital invested

Capital invested by funds: $20.8B → $22.5B (+$1.74B)

3% more funds holding in top 10

Funds holding in top 10: 115119 (+4)

3.11% more ownership

Funds ownership: 258.17%261.29% (+3.1%)

0% more funds holding

Funds holding: 1,0521,057 (+5)

59% less call options, than puts

Call options by funds: $8.1M | Put options by funds: $19.5M

Holders
1,057
Holders Change
+5
Holders Change %
+0.48%
% of All Funds
21.33%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
2.4%
New
69
Increased
443
Reduced
362
Closed
54
Calls
$8.1M
Puts
$19.5M
Net Calls
-$11.4M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
Simplicity Solutions
Minnesota
$3.93M +$742K +17,020 +24%
PP
302
PDS Planning
Ohio
$3.9M +$44.1K +1,012 +1%
HPWM
303
Highland Private Wealth Management
Washington
$3.89M +$176K +4,048 +5%
SC
304
Steph & Co
Wisconsin
$3.86M -$132K -3,040 -3%
FAIM
305
Financial Advocates Investment Management
Washington
$3.85M -$864K -19,820 -18%
OC
306
Oppenheimer & Co
New York
$3.85M +$24.8K +568 +0.7%
WA
307
Waverly Advisors
Alabama
$3.81M -$29.6K -680 -0.8%
BG
308
Berry Group
Massachusetts
$3.79M +$145K +3,328 +4%
PCM
309
Parsons Capital Management
Rhode Island
$3.78M -$32.1K -736 -0.9%
SFG
310
Sage Financial Group
Pennsylvania
$3.72M -$59.1K -1,356 -2%
BJL
311
Brighton Jones LLC
Washington
$3.72M +$27.2K +624 +0.7%
AFP
312
Ausdal Financial Partners
Iowa
$3.69M +$210K +4,828 +6%
PSUF
313
People's United Financial
Connecticut
$3.68M -$272K -6,244 -7%
LFGH
314
Lee Financial Group Hawaii
Hawaii
$3.68M +$3.64M +83,548 New
AA
315
Alesco Advisors
New York
$3.67M -$132K -3,040 -4%
TPCW
316
TD Private Client Wealth
New York
$3.66M +$25.6K +588 +0.7%
MAFM
317
Mid Atlantic Financial Management
Pennsylvania
$3.56M -$240K -5,504 -7%
KL
318
KWMG LLC
Kansas
$3.54M -$57.9K -1,328 -2%
PMG
319
ProVise Management Group
Florida
$3.52M +$419K +9,620 +14%
TCWM
320
Total Clarity Wealth Management
Illinois
$3.52M -$60K -1,376 -2%
KAH
321
Kathryn A. Hall
$3.52M -$240K -5,512 -6%
EWM
322
Evercore Wealth Management
New York
$3.5M -$88.4K -2,028 -2%
SIAS
323
Shine Investment Advisory Services
Colorado
$3.48M -$110K -2,532 -3%
CG
324
Colony Group
Massachusetts
$3.45M -$185K -4,240 -5%
MWM
325
MorganRosel Wealth Management
Colorado
$3.42M -$190K -4,360 -5%

VO Hedge Fund Activity: Q3 2020 in Review

1,057 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2020, worth a combined $22.5B — up 8.4% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VO positions and 54 closed out — a net gain of 15 holders — while 443 added to existing stakes and 362 trimmed.

The largest buyer was Bank of America, adding an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 1,057 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2020, up from 1,052 in Q2 2020.
  • Funds reported $22.5B of Vanguard Mid-Cap ETF stock for Q3 2020, up 8.4% quarter-over-quarter.
  • 69 funds opened new Vanguard Mid-Cap ETF positions in Q3 2020 and 54 closed out, a net change of +15 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2020 was Bank of America, an estimated $104M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2020 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2020.