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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
MFW
476
Mosaic Family Wealth
Missouri
$1.46M +$278K +7,248 +26%
PAS
477
Partnervest Advisory Services
California
$1.45M +$254K +6,644 +23%
CCP
478
Clarkston Capital Partners
Michigan
$1.45M +$32.6K +852 +2%
CTA
479
Chesley Taft & Associates
Illinois
$1.43M +$30.6K +800 +2%
NWS
480
Newport Wealth Strategies
California
$1.42M +$765K +19,980 +137%
WS
481
Wedbush Securities
California
$1.4M -$85.3K -2,228 -6%
DHFB
482
Dixon Hubard Feinour & Brown
Virginia
$1.39M +$531K +13,872 +74%
SA
483
Strategic Advisors
New York
$1.39M -$59.1K -1,544 -5%
5L
484
55I LLC
Massachusetts
$1.39M +$329K +8,576 +34%
WLIM
485
White Lighthouse Investment Management
Massachusetts
$1.39M +$486K +12,688 +60%
CAM
486
Columbia Asset Management
Michigan
$1.39M +$153K +4,000 +13%
CIAS
487
Capital Investment Advisory Services
North Carolina
$1.37M -$1.38K -36 -0.1%
CTC
488
Central Trust Company
Missouri
$1.37M -$151K -3,944 -11%
CST
489
Charles Schwab Trust
Nevada
$1.36M
NFG
490
Next Financial Group
Texas
$1.32M +$179K +4,680 +17%
ACA
491
Aptus Capital Advisors
Alabama
$1.3M +$18.4K +480 +2%
BSB
492
Bangor Savings Bank
Maine
$1.3M +$2.15K +56 +0.2%
MFIMFI
493
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.3M +$1.21M +31,660 New
FFN
494
Focus Financial Network
Minnesota
$1.27M -$413K -10,784 -26%
IDA
495
Intelligence Driven Advisers
California
$1.26M -$16.1K -420 -1%
BW
496
Bison Wealth
Georgia
$1.25M -$13K -340 -1%
PBF
497
Petix & Botte Financial
California
$1.25M +$1.09M +28,476 +87%
CHA
498
Carmichael Hill & Associates
Maryland
$1.25M +$36.2K +944 +3%
G
499
Gainplan
Michigan
$1.25M +$62.4K +1,628 +6%
SQA
500
Simon Quick Advisors
New Jersey
$1.24M +$319K +8,320 +38%

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.