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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
HC
426
HNP Capital
New York
$1.94M +$1.8M +47,112 New
MWM
427
Modera Wealth Management
New Jersey
$1.94M +$77.1K +2,012 +4%
EFL
428
ERn Financial LLC
Wisconsin
$1.92M -$815K -21,268 -31%
AP
429
Appleton Partners
Massachusetts
$1.91M -$5.82K -152 -0.3%
AIM
430
Anchor Investment Management
South Carolina
$1.87M +$153 +4 +0%
BFG
431
Beacon Financial Group
Texas
$1.87M -$276K -7,216 -13%
PFG
432
PAX Financial Group
Texas
$1.86M -$350K -9,140 -17%
AIM
433
Aspen Investment Management
Michigan
$1.85M +$787K +20,536 +83%
FFW
434
Fusion Family Wealth
New York
$1.85M -$508K -13,264 -23%
WA
435
Wealth Alliance
New York
$1.84M +$353K +9,228 +26%
AO
436
Advisor OS
Illinois
$1.84M +$1.72M +44,828 New
CM
437
Columbus Macro
Pennsylvania
$1.81M
CBFP
438
Cedar Brook Financial Partners
Ohio
$1.81M +$82.4K +2,152 +5%
GJIC
439
Gamble Jones Investment Counsel
California
$1.8M -$30.6K -800 -2%
CA
440
Cornerstone Advisory
Maryland
$1.8M +$319K +8,320 +23%
BIM
441
Bridges Investment Management
Nebraska
$1.79M +$78.9K +2,060 +5%
FNT
442
First National Trust
Pennsylvania
$1.78M +$12.9K +336 +0.8%
AWA
443
Arete Wealth Advisors
Illinois
$1.77M +$754K +19,672 +84%
KC
444
Kingfisher Capital
North Carolina
$1.74M -$342K -8,936 -17%
MIAN
445
Mariner Independent Advisor Network
Kansas
$1.74M -$334K -8,728 -17%
RWG
446
Regal Wealth Group
California
$1.72M
DWM
447
Doyle Wealth Management
Florida
$1.72M +$777K +20,272 +93%
CI
448
Conning Inc
Connecticut
$1.72M +$107K +2,800 +7%
RWRC
449
R.W. Roge & Company
New York
$1.71M +$86.9K +2,268 +6%
Principal Financial Group
450
Principal Financial Group
Iowa
$1.71M -$3.62M -94,564 -69%

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.