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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
MCWS
551
McKinley Carter Wealth Services
West Virginia
$951K -$446K -11,652 -33%
CCM
552
Cribstone Capital Management
Maine
$944K -$560K -14,624 -39%
Koshinski Asset Management
553
Koshinski Asset Management
Illinois
$943K +$11.6K +304 +1%
HWMG
554
Hurlow Wealth Management Group
Indiana
$942K -$20.8K -544 -2%
KFGK
555
Keystone Financial Group (Kentucky)
Kentucky
$940K -$55K -1,436 -6%
FT
556
Fiduciary Trust
Massachusetts
$938K +$425K +11,108 +94%
HTC
557
Haverford Trust Company
Pennsylvania
$928K
CAM
558
Covenant Asset Management
New Jersey
$921K -$78.3K -2,044 -8%
SIA
559
Soltis Investment Advisors
Utah
$911K -$388K -10,124 -31%
CFSG
560
Community Financial Services Group
Vermont
$911K -$5.98K -156 -0.7%
CAC
561
Certified Advisory Corp
Florida
$909K +$451K +11,772 +113%
CAM
562
Chandler Asset Management
California
$907K
AR
563
Advisory Research
Illinois
$902K
VIM
564
Vista Investment Management
Pennsylvania
$901K +$21.6K +564 +3%
ACM
565
Azimuth Capital Management
Michigan
$898K +$840K +21,920 New
UB
566
UMB Bank
Missouri
$895K -$311K -8,128 -27%
FLPIM
567
F.L. Putnam Investment Management
Massachusetts
$893K +$263K +6,856 +46%
DI
568
Disciplined Investments
Oklahoma
$882K +$65.6K +1,712 +9%
PWA
569
Peterson Wealth Advisors
Utah
$881K +$41.1K +1,072 +5%
CWM
570
Capital Wealth Management
Rhode Island
$880K +$86.4K +2,256 +12%
PWM
571
Perigon Wealth Management
California
$877K +$23.1K +604 +3%
SCA
572
Stillwater Capital Advisors
Pennsylvania
$875K -$313K -8,180 -28%
ECM
573
EagleClaw Capital Management
Massachusetts
$875K
BFO
574
Boston Family Office
Massachusetts
$869K -$319K -8,320 -28%
AC
575
Apella Capital
Connecticut
$868K +$71.7K +1,872 +10%

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.