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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
GFS
451
GYL Financial Synergies
Connecticut
$4.41M
EWA
452
Encompass Wealth Advisors
Oregon
$4.4M +$225K +3,584 +5%
BCM
453
Beaumont Capital Management
Massachusetts
$4.39M +$4.33M +69,012 New
BG
454
Benedetti & Gucer
Georgia
$4.29M +$59.9K +956 +1%
ATC
455
Argent Trust Co
Tennessee
$4.26M +$31.3K +500 +0.8%
AA
456
Alesco Advisors
New York
$4.21M -$6.27K -100 -0.2%
HMS
457
Hanseatic Management Services
New Mexico
$4.2M -$6.52K -104 -0.2%
CWM
458
Calamos Wealth Management
Illinois
$4.2M +$136K +2,168 +3%
HCM
459
Hall Capital Management
Rhode Island
$4.18M -$248K -3,956 -6%
SFA
460
Sequoia Financial Advisors
Ohio
$4.17M +$3.86M +61,508 +1,530%
MW
461
Marcum Wealth
Ohio
$4.17M -$133K -2,128 -3%
EWM
462
Evercore Wealth Management
New York
$4.16M
GAM
463
Gemmer Asset Management
California
$4.15M +$64.9K +1,036 +2%
JWBC
464
John W. Brooker & Co
California
$4.12M +$148K +2,368 +4%
PA
465
PFG Advisors
Arizona
$4.12M +$366K +5,840 +10%
GP
466
Geneva Partners
Wisconsin
$4.1M +$4.03M +64,344 New
OGF
467
Orin Green Financial
California
$4.1M -$14K -224 -0.3%
HAC
468
Harbor Advisory Corp
New Hampshire
$4.09M +$277K +4,424 +7%
APWM
469
Atlas Private Wealth Management
New York
$4.06M +$58.2K +928 +1%
RIS
470
Retirement Income Solutions
Michigan
$4.05M +$39.4K +628 +1%
CP
471
Camelot Portfolios
Ohio
$4.05M +$458K +7,300 +13%
KL
472
KWMG LLC
Kansas
$4.04M -$240K -3,828 -6%
CWMU
473
Caliber Wealth Management (Utah)
Utah
$4.04M +$855K +13,640 +26%
FCH
474
Freestone Capital Holdings
Washington
$4.03M +$527K +8,404 +15%
MI
475
Moneywise Inc
Virginia
$4.02M -$567K -9,048 -13%

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.