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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
CL
626
Choreo LLC
Illinois
$664K
LPT
627
Legacy Private Trust
Wisconsin
$656K
BWM
628
Benchmark Wealth Management
Connecticut
$656K +$7.66K +200 +1%
RT
629
Rockland Trust
Massachusetts
$655K -$10.1K -264 -2%
SWPG
630
Strategic Wealth Partners Group
Illinois
$650K
SBSB
631
Sullivan, Bruyette, Speros & Blaney
Virginia
$649K +$43.4K +1,132 +8%
Financial Engines Advisors
632
Financial Engines Advisors
California
$648K -$53.8K -1,404 -8%
SFPM
633
Sensible Financial Planning & Management
Massachusetts
$643K +$601K +15,688 New
MAM
634
Marotta Asset Management
Virginia
$642K
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$640K +$14.1K +368 +2%
LSA
636
L & S Advisors
California
$640K +$598K +15,616 New
BHIA
637
Birch Hill Investment Advisors
Massachusetts
$633K
AWS
638
AJ Wealth Strategies
New York
$633K +$321K +8,368 +118%
LFS
639
Lutz Financial Services
Nebraska
$632K -$1.47M -38,340 -71%
SCG
640
Sonata Capital Group
Washington
$631K
CCA
641
Conservest Capital Advisors
Pennsylvania
$630K -$18.4K -480 -3%
SIA
642
Starfire Investment Advisers
Michigan
$627K +$587K +15,316 New
OA
643
Oxbow Advisors
Texas
$623K
CCT
644
Country Club Trust
Missouri
$622K +$41.4K +1,080 +8%
MPCG
645
Matrix Private Capital Group
New York
$616K +$22.4K +584 +4%
SFA
646
Stewardship Financial Advisors
Georgia
$611K +$460 +12 +0.1%
TA
647
Trellis Advisors
Washington
$608K
SWP
648
Summit Wealth Partners
Florida
$596K +$4.9K +128 +0.9%
CCFM
649
Clear Creek Financial Management
Washington
$593K +$316K +8,256 +133%
PWM
650
Paulson Wealth Management
Illinois
$588K -$33.6K -876 -6%

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.