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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
WCFA
601
Walkner Condon Financial Advisors
Wisconsin
$764K -$92.9K -2,424 -12%
BRWM
602
B. Riley Wealth Management
Tennessee
$762K -$4.02M -104,852 -85%
HPC
603
HM Payson & Co
Maine
$761K
BBA
604
Braun-Bostich & Associates
Pennsylvania
$753K
PG
605
Proffitt & Goodson
Tennessee
$753K +$340K +8,876 +93%
CT
606
Cambridge Trust
Massachusetts
$743K +$146K +3,820 +29%
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$739K -$174K -4,540 -20%
LFAS
608
Level Four Advisory Services
Texas
$737K -$65.1K -1,700 -9%
MWA
609
Meridian Wealth Advisors
Texas
$729K +$156K +4,076 +30%
CFA
610
Carroll Financial Associates
North Carolina
$729K +$415K +10,844 +156%
PFGIA
611
Patriot Financial Group Insurance Agency
Massachusetts
$728K +$195K +5,088 +40%
GLA
612
Great Lakes Advisors
Illinois
$716K +$24.5K +640 +4%
IWM
613
IHT Wealth Management
Illinois
$710K -$155K -4,056 -19%
WA
614
WBH Advisory
Maryland
$707K -$35.5K -928 -5%
WFA
615
Wellspring Financial Advisors
Ohio
$702K -$12.9K -336 -2%
First Manhattan
616
First Manhattan
New York
$686K +$81.2K +2,120 +14%
TSWM
617
Triangle Securities Wealth Management
North Carolina
$684K -$16.1K -420 -2%
SIS
618
SVB Investment Services
Utah
$683K -$19.8K -516 -3%
WCM
619
WealthBridge Capital Management
Ohio
$682K -$147K -3,836 -19%
BFA
620
Bluestem Financial Advisors
Illinois
$682K -$94.1K -2,456 -13%
SWM
621
Stockman Wealth Management
Montana
$682K -$1.69K -44 -0.3%
SW
622
SkyOak Wealth
Michigan
$680K -$10.4K -272 -2%
DFA
623
Delta Financial Advisors
Louisiana
$676K -$6.28K -164 -1%
PAM
624
Private Asset Management
California
$672K +$628K +16,388 New
TF
625
Tompkins Financial
New York
$670K -$32.2K -840 -5%

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.