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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
MWM
501
Modera Wealth Management
New Jersey
$3.66M +$940K +15,000 +35%
NFG
502
Next Financial Group
Texas
$3.65M -$54.9K -876 -2%
Prudential Financial
503
Prudential Financial
New Jersey
$3.64M -$868K -13,844 -20%
SWA
504
Stratos Wealth Advisors
Ohio
$3.6M -$1.59M -25,336 -31%
FFC
505
Fure Financial Corporation
Minnesota
$3.59M +$11.3K +180 +0.3%
MFT
506
Moisand Fitzgerald Tamayo
Florida
$3.58M -$14.3K -228 -0.4%
AIA
507
Alera Investment Advisors
Illinois
$3.56M +$9.78K +156 +0.3%
FNT
508
First National Trust
Pennsylvania
$3.55M +$60.4K +964 +2%
FAIM
509
Financial Advocates Investment Management
Washington
$3.54M -$31.6K -504 -0.9%
BRWA
510
B. Riley Wealth Advisors
Florida
$3.52M +$60.9K +972 +2%
RIA
511
Regal Investment Advisors
Michigan
$3.52M +$154K +2,456 +5%
TCWA
512
Ten Capital Wealth Advisors
Washington
$3.5M +$772K +12,308 +29%
WCM
513
Windham Capital Management
Massachusetts
$3.48M
MSFS
514
Main Street Financial Solutions
Pennsylvania
$3.47M +$50.6K +808 +2%
VCM
515
Vivaldi Capital Management
Illinois
$3.46M -$34.1K -544 -1%
TIAM2
516
Tru Independence Asset Management 2
Oregon
$3.44M +$3.39M +54,072 New
LWIC
517
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.44M
YWS
518
Yarger Wealth Strategies
Ohio
$3.43M +$3.38M +53,916 New
FIA
519
Foundations Investment Advisors
Arizona
$3.42M +$1.41M +22,452 +69%
RWP
520
Revolve Wealth Partners
New Jersey
$3.42M +$3.36M +53,616 New
EA
521
Elm Advisors
California
$3.39M +$95.3K +1,520 +3%
MWM
522
MY Wealth Management
Maryland
$3.38M +$3.32M +53,036 New
AFM
523
Abbot Financial Management
Massachusetts
$3.37M -$32.6K -520 -1%
PWMAG
524
Pinnacle Wealth Management Advisory Group
New Jersey
$3.36M +$1.05M +16,700 +46%
CI
525
Conning Inc
Connecticut
$3.34M -$683K -10,888 -17%

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.