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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
NWP
576
Northstar Wealth Partners
Connecticut
$867K +$107K +2,792 +15%
MFWM
577
Motley Fool Wealth Management
Virginia
$864K -$50.3K -1,312 -6%
RI
578
Ridgewood Investments
New Jersey
$859K +$803K +20,960 New
WJWM
579
Williams Jones Wealth Management
New York
$851K -$163K -4,260 -17%
SWM
580
SigFig Wealth Management
California
$850K -$47.5K -1,240 -6%
HCMT
581
Highland Capital Management (Tennessee)
Tennessee
$839K +$14.9K +388 +2%
CCG
582
Chatham Capital Group
Georgia
$838K
CFMC
583
Curbstone Financial Management Corp
New Hampshire
$836K
SW
584
StrongBox Wealth
Missouri
$834K +$780K +20,356 New
SWM
585
Segment Wealth Management
Texas
$832K
FFA
586
Fragasso Financial Advisors
Pennsylvania
$814K +$704K +18,380 New
FA
587
Faithward Advisors
Pennsylvania
$813K -$517K -13,496 -40%
WTB
588
Washington Trust Bank
Washington
$809K -$10.3K -268 -1%
CIA
589
Covington Investment Advisors
Pennsylvania
$809K
CWM
590
Cornerstone Wealth Management
Missouri
$802K -$413K -10,788 -36%
MJRIC
591
Mogy Joel R Investment Counsel
California
$799K -$506K -13,204 -40%
Deutsche Bank
592
Deutsche Bank
Germany
$798K -$26K -680 -3%
CF
593
Centaurus Financial
California
$796K -$524K -13,680 -41%
CAGAS
594
Capital Advisory Group Advisory Services
Minnesota
$787K +$736K +19,212 New
SIC
595
Sigma Investment Counselors
Michigan
$783K +$1.53K +40 +0.2%
BWP
596
BSW Wealth Partners
Colorado
$780K -$105K -2,748 -13%
FPS
597
Fieldpoint Private Securities
Connecticut
$779K -$30.2K -788 -4%
AFAS
598
Acorn Financial Advisory Services
Virginia
$771K +$722K +18,836 New
ZF
599
Zhang Financial
Michigan
$767K -$10.4K -272 -1%
SFWC
600
Strategic Family Wealth Counselors
New Jersey
$767K +$271K +7,076 +61%

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.