We are live on ! Find out more
VO icon

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
RSVP
526
Ramsay Stattman Vela & Price
Colorado
$1.07M
AAM
527
Aureus Asset Management
Massachusetts
$1.07M
RCA
528
Ranch Capital Advisors
Florida
$1.06M +$874K +22,828 +2,178%
MCM
529
MAI Capital Management
Ohio
$1.06M -$332K -8,676 -25%
SSWM
530
Sheets Smith Wealth Management
North Carolina
$1.05M +$500K +13,064 +103%
BAM
531
Belpointe Asset Management
Nevada
$1.05M -$43.7K -1,140 -4%
HH
532
Hilltop Holdings
Texas
$1.04M +$976K +25,492 New
CCM
533
Coldstream Capital Management
Washington
$1.04M -$211K -5,516 -18%
AIFAIM
534
American Institute for Advanced Investment Management
Arizona
$1.04M +$227K +5,920 +30%
TFCP
535
Twin Focus Capital Partners
Massachusetts
$1.03M +$230K +6,000 +31%
PGA
536
Portland Global Advisors
Maine
$1.01M +$945K +24,672 New
RTS
537
Round Table Services
New Jersey
$1M +$80.1K +2,092 +9%
ESB
538
Essex Savings Bank
Connecticut
$1M +$68K +1,776 +8%
MWM
539
Minot Wealth Management
Massachusetts
$998K -$32.2K -840 -3%
AIC
540
Ameritas Investment Company
Nebraska
$995K -$1.33M -34,688 -59%
AF
541
Alerus Financial
North Dakota
$994K -$22.2K -580 -2%
PTC
542
Private Trust Company
Ohio
$982K -$120K -3,124 -12%
BS
543
Boenning & Scattergood
Pennsylvania
$981K +$63.6K +1,660 +7%
AG
544
AlphaSimPlex Group
Massachusetts
$974K -$1.07M -28,004 -54%
DACG
545
Donor Advised Charitable Giving
California
$966K
DWT
546
Dorsey & Whitney Trust
South Dakota
$960K +$539K +14,064 +150%
JFA
547
Johanson Financial Advisors
California
$960K +$898K +23,436 New
JFGLC
548
Johnson Financial Group LLC (Colorado)
Colorado
$958K +$371K +9,696 +71%
WWM
549
Windsor Wealth Management
Indiana
$955K +$130K +3,400 +17%
FA
550
FDx Advisors
Illinois
$953K -$11.6M -301,924 -93%

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.