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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
BJL
376
Brighton Jones LLC
Washington
$6M +$175K +2,788 +3%
RW
377
REDW Wealth
New Mexico
$5.96M -$183K -2,912 -3%
MWM
378
MorganRosel Wealth Management
Colorado
$5.96M +$92K +1,468 +2%
FPIS
379
Financial Planning & Information Services
Wisconsin
$5.95M +$66.7K +1,064 +1%
LIG
380
Lokken Investment Group
Delaware
$5.9M -$13.3K -212 -0.2%
FMC
381
First Merchants Corp
Indiana
$5.87M +$62.7K +1,000 +1%
TWM
382
TriaGen Wealth Management
California
$5.84M +$83.2K +1,328 +1%
HHRDM
383
H&H Retirement Design & Management
Nevada
$5.81M +$6.41M +102,272 New
NEGWA
384
New England Guild Wealth Advisors
Connecticut
$5.79M +$21.8K +348 +0.4%
TCBWMS
385
Texas Capital Bank Wealth Management Services
Texas
$5.78M -$33.1K -528 -0.6%
MIAN
386
Mariner Independent Advisor Network
Kansas
$5.76M -$835K -13,328 -13%
AC
387
Anson Capital
Georgia
$5.74M +$6.08M +97,016 New
HI
388
Harbour Investments
Wisconsin
$5.71M -$2.79M -44,472 -33%
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$5.62M +$698K +11,140 +14%
CB
390
Commerce Bank
Missouri
$5.6M +$154K +2,452 +3%
SC
391
Steph & Co
Wisconsin
$5.6M +$13.8K +220 +0.3%
JWCA
392
J.W. Cole Advisors
Florida
$5.53M +$5.45M +86,868 New
SF
393
Synovus Financial
Georgia
$5.5M +$23.6K +376 +0.4%
4FG
394
4Thought Financial Group
New York
$5.41M -$59.7K -952 -1%
PCM
395
Parsons Capital Management
Rhode Island
$5.35M +$25.3K +404 +0.5%
WFS
396
Weitzel Financial Services
Iowa
$5.34M +$14.3K +228 +0.3%
SFG
397
Sage Financial Group
Pennsylvania
$5.34M -$79K -1,260 -1%
HWA
398
Hilltop Wealth Advisors
North Carolina
$5.32M -$100K -1,600 -2%
MOS
399
MGO One Seven
Ohio
$5.3M +$236K +3,760 +5%
WA
400
Waverly Advisors
Alabama
$5.29M +$713K +11,380 +14%

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.