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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
MIS
26
Morningstar Investment Services
Illinois
$88.8M +$7.91M +206,496 +10%
Osaic Holdings
27
Osaic Holdings
Arizona
$86.6M -$80.4M -2,099,260 -50%
PAG
28
Private Advisor Group
New Jersey
$78.4M +$25.9M +675,388 +55%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$71.5M +$1.16M +30,196 +2%
Stifel Financial
30
Stifel Financial
Missouri
$71.1M +$1.03M +26,880 +2%
WAM
31
Wealthspire Advisors (Maryland)
Maryland
$57.8M +$1.92M +50,128 +4%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$57.6M +$3.63M +94,752 +7%
CIAS
33
CBIZ Investment Advisory Services
Ohio
$53.5M
CFB
34
Cullen/Frost Bankers
Texas
$53.4M +$3.54M +92,520 +8%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$48.9M -$10.8M -281,600 -19%
NNP
36
Nachman Norwood & Parrott
South Carolina
$48M +$4.46M +116,328 +11%
RJA
37
Raymond James & Associates
Florida
$47.6M +$3.12M +81,404 +8%
Goldman Sachs
38
Goldman Sachs
New York
$47M -$911K -23,792 -2%
TNBTD
39
Trustmark National Bank Trust Department
Mississippi
$47M -$2.31M -60,176 -5%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$46.1M +$4.7M +122,592 +12%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$45.2M +$4.77M +124,464 +13%
JIC
42
Joel Isaacson & Co
New York
$43.4M +$652K +17,032 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$42.8M -$1.57M -40,920 -4%
V
44
Veritable
Delaware
$41.5M -$3.1M -80,964 -7%
ST
45
Smithfield Trust
Pennsylvania
$41.3M +$297K +7,764 +0.8%
CAW
46
Cornerstone Advisors (Washington)
Washington
$40.8M -$7.28M -190,064 -16%
PA
47
Paracle Advisors
Washington
$40.2M -$304K -7,928 -0.8%
FCI
48
Financial Counselors Inc
Kansas
$37.8M +$4.68M +122,232 +15%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$37.6M -$2.84M -74,260 -7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$36.8M +$5.05M +131,916 +17%

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.