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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
MIS
26
Morningstar Investment Services
Illinois
$171M +$23.6M +375,792 +16%
PAG
27
Private Advisor Group
New Jersey
$171M -$85.5M -1,363,340 -34%
ETC
28
Exchange Traded Concepts
Oklahoma
$155M +$108M +1,730,768 +245%
Truist Financial
29
Truist Financial
North Carolina
$152M -$13.3M -212,052 -8%
Stifel Financial
30
Stifel Financial
Missouri
$135M -$673K -10,736 -0.5%
FCI
31
Financial Counselors Inc
Kansas
$121M -$7.45M -118,852 -6%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$112M +$2.02M +32,304 +2%
Goldman Sachs
33
Goldman Sachs
New York
$106M +$704K +11,224 +0.7%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$103M +$5.98M +95,472 +6%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$99M -$18.4M -292,904 -16%
BPA
36
Beacon Pointe Advisors
California
$98.9M +$1.79M +28,560 +2%
MRC
37
Millburn Ridgefield Corp
New York
$98.3M +$3.76K +60 +0%
CCA
38
Catalyst Capital Advisors
New York
$98.2M
WANY
39
Wealthspire Advisors (New York)
New York
$97.8M +$4.86M +77,452 +5%
AF
40
Allworth Financial
California
$95M +$3.22M +51,336 +4%
CAM
41
Cresset Asset Management
Illinois
$93.1M +$83.1M +1,325,964 +976%
CFB
42
Cullen/Frost Bankers
Texas
$92.3M +$3.42M +54,516 +4%
CTC
43
Central Trust Company
Missouri
$90M +$84.9M +1,353,948 +2,286%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$86M +$4.21M +67,160 +5%
LFG
45
Larson Financial Group
Missouri
$83.8M +$3.68M +58,648 +5%
Bessemer Group
46
Bessemer Group
New Jersey
$82.4M +$1.18M +18,748 +1%
MML Investors Services
47
MML Investors Services
Massachusetts
$78.4M -$2.19M -35,004 -3%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$78.4M +$30.8M +491,176 +66%
PFO
49
Pathstone Family Office
New Jersey
$77.6M -$2.03M -32,316 -3%
TNBTD
50
Trustmark National Bank Trust Department
Mississippi
$77.5M +$446K +7,112 +0.6%

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.