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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
KCM
351
Kendall Capital Management
Maryland
$2.74M -$613 -16 -0%
H
352
HoyleCohen
California
$2.72M +$135K +3,520 +6%
MI
353
Moneywise Inc
Virginia
$2.72M +$1.8M +46,944 +241%
VFA
354
Voya Financial Advisors
Connecticut
$2.7M +$54.7K +1,428 +2%
BA
355
Bristlecone Advisors
Washington
$2.67M +$18.4K +480 +0.7%
BP
356
BBR Partners
New York
$2.67M -$3.86M -100,808 -61%
MA
357
Mutual Advisors
Nebraska
$2.64M +$1.61M +42,036 +187%
JWBC
358
John W. Brooker & Co
California
$2.64M +$17.5K +456 +0.7%
KIA
359
KCM Investment Advisors
California
$2.63M +$30.6K +800 +1%
CWM
360
Calamos Wealth Management
Illinois
$2.61M +$2.44M +63,712 New
DSC
361
Duncker Streett & Co
Missouri
$2.59M +$153K +4,000 +7%
Rockefeller Capital Management
362
Rockefeller Capital Management
New York
$2.54M +$214K +5,584 +10%
RIM
363
Rockbridge Investment Management
New York
$2.54M +$2.37M +61,976 New
JIC
364
Johnson Investment Counsel
Ohio
$2.54M +$129K +3,360 +6%
WMG
365
WESCAP Management Group
California
$2.53M -$267K -6,972 -10%
SAM
366
Sawgrass Asset Management
Florida
$2.53M
EVM
367
Eaton Vance Management
Massachusetts
$2.52M +$30K +784 +1%
EA
368
Elm Advisors
California
$2.52M +$228K +5,956 +11%
GVAG
369
Great Valley Advisor Group
Delaware
$2.52M +$395K +10,324 +20%
DY
370
Dowling & Yahnke
California
$2.5M -$192K -5,020 -8%
ATC
371
Argent Trust Co
Tennessee
$2.49M -$228K -5,964 -9%
TW
372
TrinityPoint Wealth
Connecticut
$2.49M -$119K -3,108 -5%
EFS
373
Essex Financial Services
Connecticut
$2.48M +$793K +20,696 +52%
CANC
374
Culbertson A N & Co
Virginia
$2.43M +$28.3K +740 +1%
SF
375
Synovus Financial
Georgia
$2.4M -$868K -22,660 -28%

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.