We are live on ! Find out more
VO icon

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
EFS
326
Essex Financial Services
Connecticut
$7.61M +$506K +8,080 +7%
AFS
327
Annapolis Financial Services
Maryland
$7.55M +$308K +4,912 +4%
JA
328
JVL Associates
Michigan
$7.53M +$279K +4,452 +4%
BDF
329
Black Diamond Financial
Maryland
$7.5M -$449K -7,164 -6%
Fiera Capital (Canada)
330
Fiera Capital (Canada)
Quebec, Canada
$7.39M -$407K -6,492 -5%
DAS
331
Dynamic Advisor Solutions
Arizona
$7.24M +$541K +8,624 +8%
BFS
332
Beacon Financial Strategies
North Carolina
$7.23M +$129K +2,052 +2%
LWAC
333
Laurel Wealth Advisors (California)
California
$7.23M +$6.21M +99,032 +686%
SF
334
Summit Financial
New Jersey
$7.23M +$1.69M +26,908 +31%
HPWM
335
Highland Private Wealth Management
Washington
$7.2M +$202K +3,220 +3%
BP
336
BBR Partners
New York
$7.18M -$91.3K -1,456 -1%
AMG
337
Asset Management Group
Connecticut
$7.07M +$286K +4,556 +4%
SHGA
338
Sand Hill Global Advisors
California
$7.04M
MA
339
Mutual Advisors
Nebraska
$7.01M +$1.69M +26,896 +32%
MFA
340
McClarren Financial Advisors
Pennsylvania
$6.97M -$266K -4,240 -4%
OCM
341
One Capital Management
California
$6.95M +$81.5K +1,300 +1%
NIM
342
Northeast Investment Management
Massachusetts
$6.92M +$190K +3,036 +3%
FB
343
First Bancorp
Maine
$6.91M +$149K +2,372 +2%
CAG
344
Crestwood Advisors Group
Massachusetts
$6.87M -$119K -1,904 -2%
VA
345
Valmark Advisers
Ohio
$6.83M -$554K -8,840 -8%
LIA
346
LBMC Investment Advisors
Tennessee
$6.79M -$8.97M -143,048 -57%
FMP
347
Financial Management Professionals
Texas
$6.77M +$55.9K +892 +0.8%
H
348
HoyleCohen
California
$6.72M +$530K +8,460 +9%
OIA
349
OneDigital Investment Advisors
Kansas
$6.7M -$193K -3,072 -3%
APA
350
American Portfolios Advisors
New York
$6.63M +$538K +8,576 +9%

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.