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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
SC
376
SouthState Corp
Florida
$2.4M -$2.15K -56 -0.1%
WCM
377
Windham Capital Management
Massachusetts
$2.38M +$996K +26,000 +81%
APA
378
American Portfolios Advisors
New York
$2.35M -$626K -16,348 -22%
PJB
379
Paul John Balson
California
$2.31M -$61.4K -1,604 -3%
RC
380
Roundview Capital
New Jersey
$2.31M +$286K +7,460 +15%
WIA
381
Wealthstreet Investment Advisors
Texas
$2.31M -$1.23M -32,224 -36%
MMA
382
Miracle Mile Advisors
California
$2.3M -$231K -6,036 -10%
DC
383
DeDora Capital
California
$2.3M -$77.8K -2,032 -3%
AIA
384
Alera Investment Advisors
Illinois
$2.3M
AFM
385
Abbot Financial Management
Massachusetts
$2.3M -$23K -600 -1%
GG
386
Gleason Group
Kentucky
$2.3M +$8.73K +228 +0.4%
TC
387
TAP Consulting
Missouri
$2.29M -$940K -24,536 -30%
CFA
388
Cahill Financial Advisors
Minnesota
$2.29M +$1.66M +43,408 +349%
VRM
389
Vectors Research Management
New York
$2.29M -$4.09M -106,820 -66%
FHA
390
Flagship Harbor Advisors
Massachusetts
$2.27M +$149K +3,892 +8%
Franklin Resources
391
Franklin Resources
California
$2.27M +$1.09M +28,356 +118%
SFS
392
Sowell Financial Services
Arkansas
$2.24M -$606K -15,824 -22%
CB
393
Commerce Bank
Missouri
$2.24M +$120K +3,140 +6%
FPB
394
First PREMIER Bank
South Dakota
$2.23M +$142K +3,712 +7%
GCA
395
Gradient Capital Advisors
California
$2.22M +$342K +8,940 +20%
DL
396
DOHJ LLC
Washington
$2.2M +$1.91M +49,980 New
FUBT
397
First United Bank & Trust
Maryland
$2.2M +$65K +1,696 +3%
HSA
398
HBK Sorce Advisory
Pennsylvania
$2.17M -$35.9K -936 -2%
ST
399
Spinnaker Trust
Maine
$2.16M +$28.3K +740 +1%
PPWM
400
PFG Private Wealth Management
Florida
$2.16M +$2.02M +52,628 New

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.