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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
TW
526
Towerpoint Wealth
California
$3.31M +$1.77M +28,256 +120%
MA
527
Modus Advisors
Minnesota
$3.29M -$109K -1,744 -3%
SW
528
StrongBox Wealth
Missouri
$3.28M +$92.8K +1,480 +3%
SPA
529
Sentinel Pension Advisors
Massachusetts
$3.28M +$15K +240 +0.5%
GC
530
Gilbert & Cook
Iowa
$3.27M +$70K +1,116 +2%
AMM
531
American Money Management
California
$3.27M +$170K +2,704 +6%
KC
532
Kingfisher Capital
North Carolina
$3.26M +$259K +4,136 +9%
WBCM
533
Wilson & Boucher Capital Management
California
$3.23M +$3.18M +50,728 New
GCA
534
Gradient Capital Advisors
California
$3.23M +$12.8K +204 +0.4%
CBFP
535
Cedar Brook Financial Partners
Ohio
$3.21M +$83K +1,324 +3%
GCP
536
Gill Capital Partners
Colorado
$3.21M +$355K +5,656 +13%
ZIG
537
Zuckerman Investment Group
Illinois
$3.2M +$97.5K +1,556 +3%
JFA
538
Johanson Financial Advisors
California
$3.14M +$460K +7,336 +18%
WA
539
Wealth Alliance
New York
$3.13M -$28.1K -448 -0.9%
G
540
Gainplan
Michigan
$3.13M +$202K +3,220 +7%
FAP
541
Financial Advisory Partners
Florida
$3.13M +$3.08M +49,080 New
MSAM
542
Moloney Securities Asset Management
Missouri
$3.09M +$939K +14,972 +45%
CWM
543
Capital Wealth Management
Rhode Island
$3.08M +$186K +2,968 +7%
MAG
544
Mokosak Advisory Group
Iowa
$3.08M -$32.1K -512 -1%
AWA
545
Arete Wealth Advisors
Illinois
$3.07M +$182K +2,908 +6%
BOM
546
Bank of Marin
California
$3.06M
Janus Henderson Group
547
Janus Henderson Group
United Kingdom
$3.04M +$1.15M +18,384 +63%
FFW
548
Fusion Family Wealth
New York
$3.04M +$16.5K +264 +0.6%
MMA
549
Miracle Mile Advisors
California
$3.03M +$50.4K +804 +2%
MMPW
550
Mitchell McLeod Pugh & Williams
Alabama
$3.02M +$731K +11,656 +33%

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.