We are live on ! Find out more
VO icon

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
SCP
326
Shorepoint Capital Partners
Massachusetts
$3.09M +$214K +5,588 +8%
IP
327
Investment Partners
Ohio
$3.08M +$61.3K +1,600 +2%
RIS
328
Retirement Income Solutions
Michigan
$3.07M +$2.48M +64,652 +633%
GC
329
Gilbert & Cook
Iowa
$3.06M +$154K +4,024 +6%
ECM
330
ETrade Capital Management
Virginia
$3.06M -$228K -5,964 -7%
SWM
331
Southern Wealth Management
Texas
$3.02M
AI
332
Atria Investments
North Carolina
$3M +$2.81M +73,312 New
ATPW
333
Ashton Thomas Private Wealth
Arizona
$3M +$520K +13,576 +23%
SS
334
Simplicity Solutions
Minnesota
$2.96M +$191K +4,980 +7%
SW
335
SVB Wealth
Massachusetts
$2.93M +$1.64M +42,776 +149%
OFW
336
Omnia Family Wealth
Florida
$2.89M -$330K -8,612 -11%
DAS
337
Dynamic Advisor Solutions
Arizona
$2.88M +$394K +10,284 +17%
PMG
338
ProVise Management Group
Florida
$2.88M +$919 +24 +0%
Prudential Financial
339
Prudential Financial
New Jersey
$2.88M +$574K +14,988 +27%
ANTB
340
AMG National Trust Bank
Colorado
$2.84M +$2.03M +52,956 +324%
22CM
341
20/20 Capital Management
California
$2.84M +$969K +25,296 +65%
VCM
342
Vivaldi Capital Management
Illinois
$2.84M +$81.7K +2,132 +3%
MOS
343
MGO One Seven
Ohio
$2.84M +$27.7K +724 +1%
RIA
344
Regal Investment Advisors
Michigan
$2.83M +$2.64M +68,948 New
GFS
345
GYL Financial Synergies
Connecticut
$2.81M -$53.9K -1,408 -2%
SPA
346
Sentinel Pension Advisors
Massachusetts
$2.79M -$381K -9,956 -13%
MFT
347
Moisand Fitzgerald Tamayo
Florida
$2.79M +$215K +5,604 +9%
GBT
348
Grove Bank & Trust
Florida
$2.76M +$1.05M +27,308 +68%
SAM
349
Secure Asset Management
Michigan
$2.75M +$2.57M +67,036 New
AAMC
350
Asset Allocation & Management Company
Illinois
$2.74M +$239K +6,232 +10%

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.