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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
BWM
401
BCGM Wealth Management
Indiana
$5.26M +$71.2K +1,136 +1%
RIM
402
Rockbridge Investment Management
New York
$5.25M +$305K +4,872 +6%
NL
403
NWAM LLC
Washington
$5.25M +$492K +7,856 +11%
FUBT
404
First United Bank & Trust
Maryland
$5.25M +$64.4K +1,028 +1%
HWM
405
HB Wealth Management
Georgia
$5.24M +$5.16M +82,336 New
FHA
406
Flagship Harbor Advisors
Massachusetts
$5.22M +$1.69M +26,988 +49%
BA
407
Bristlecone Advisors
Washington
$5.18M +$80K +1,276 +2%
SS
408
Simplicity Solutions
Minnesota
$5.18M +$2.46M +39,300 +94%
RWM
409
Refined Wealth Management
Utah
$5.16M +$75K +1,196 +1%
MAM
410
Mystic Asset Management
Rhode Island
$5.14M +$5.06M +80,708 New
QCM
411
Quest Capital Management
Texas
$5.13M +$6.77K +108 +0.1%
MFIMFI
412
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.12M
PCFFS
413
Pacific Center for Financial Services
California
$5.11M -$146K -2,336 -3%
PAS
414
Park Avenue Securities
New York
$5.09M +$719K +11,468 +17%
Franklin Resources
415
Franklin Resources
California
$5.09M +$106K +1,684 +2%
HPWM
416
High Pines Wealth Management
Massachusetts
$5.07M +$394K +6,280 +9%
CFO
417
Custos Family Office
Texas
$5.04M +$4.96M +79,136 New
ZCM
418
Ziegler Capital Management
Illinois
$5.04M -$1.89M -30,180 -28%
TPCW
419
TD Private Client Wealth
New York
$5M +$752 +12 +0%
WCFA
420
Walkner Condon Financial Advisors
Wisconsin
$5M -$837K -13,356 -15%
BCP
421
Berkeley Capital Partners
Georgia
$4.98M +$1.41M +22,524 +41%
MA
422
MAS Advisors
Florida
$4.95M +$4.87M +77,692 New
PSUF
423
People's United Financial
Connecticut
$4.95M -$153K -2,448 -3%
MG
424
Mather Group
Illinois
$4.95M +$4.17M +66,580 +602%
WF
425
Warner Financial
Maryland
$4.91M +$4.83M +77,080 New

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.