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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
AP
576
Appleton Partners
Massachusetts
$2.78M -$96.5K -1,540 -3%
PIFP
577
Partners in Financial Planning
Virginia
$2.78M -$556K -8,864 -16%
FPS
578
Fieldpoint Private Securities
Connecticut
$2.77M +$212K +3,376 +8%
GAM
579
Grandview Asset Management
Pennsylvania
$2.77M +$2.72M +43,428 New
LWM
580
Laidlaw Wealth Management
New York
$2.76M +$2.72M +43,400 New
BIM
581
Bridges Investment Management
Nebraska
$2.75M
Koshinski Asset Management
582
Koshinski Asset Management
Illinois
$2.74M -$138K -2,208 -5%
EWA
583
EP Wealth Advisors
California
$2.73M +$499K +7,956 +23%
LHEI
584
Leo H. Evart Inc
California
$2.73M +$2.69M +42,876 New
DIA
585
Dana Investment Advisors
Wisconsin
$2.73M +$37.4K +596 +1%
AWM
586
Apollon Wealth Management
South Carolina
$2.72M +$835K +13,320 +50%
CC
587
Callan Capital
California
$2.72M +$1.85M +29,548 +224%
RPCONE
588
Retirement Planning Company of New England
Rhode Island
$2.72M +$2.67M +42,672 New
VCM
589
Virtue Capital Management
Tennessee
$2.7M +$145K +2,312 +6%
SA
590
Strategic Advisors
New York
$2.7M -$207K -3,296 -7%
AIA
591
Acute Investment Advisory
Arizona
$2.7M +$2.65M +42,344 New
SYBT
592
Stock Yards Bank & Trust
Kentucky
$2.69M +$1.49M +23,800 +129%
IFA
593
Index Fund Advisors
California
$2.69M +$2.65M +42,236 New
BCM
594
Brookstone Capital Management
Illinois
$2.69M +$1.31M +20,948 +92%
PFG
595
PAX Financial Group
Texas
$2.68M -$107K -1,704 -4%
JAFL
596
Jay A. Fishman Ltd
Michigan
$2.68M +$6.27K +100 +0.2%
AIM
597
Anchor Investment Management
South Carolina
$2.68M +$30.8K +492 +1%
FA
598
FDx Advisors
Illinois
$2.67M +$600K +9,568 +30%
SPIO
599
Seven Post Investment Office
California
$2.67M
CCA
600
Childress Capital Advisors
Texas
$2.66M +$2.62M +41,780 New

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.