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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
IC
651
Intersect Capital
California
$580K -$164K -4,272 -23%
PL
652
Plancorp LLC
Missouri
$580K +$126K +3,292 +30%
WF
653
Welch & Forbes
Massachusetts
$578K -$919 -24 -0.2%
CPO
654
Cerity Partners OCIO
New York
$577K +$22.8K +596 +4%
SKK
655
Shepherd Kaplan Krochuk
Massachusetts
$573K +$3.22K +84 +0.6%
VWA
656
V Wealth Advisors
Kansas
$568K -$241K -6,300 -31%
MCM
657
Mitchell Capital Management
Kansas
$561K
ACM
658
AlphaStar Capital Management
North Carolina
$559K -$158K -4,116 -24%
FTI
659
Fiduciary Trust International
Massachusetts
$557K
CBN
660
Cadence Bank NA
Texas
$553K +$71.7K +1,872 +16%
IWA
661
Inspirion Wealth Advisors
Illinois
$553K +$251K +6,560 +95%
FNBT
662
FineMark National Bank & Trust
Florida
$550K +$18.4K +480 +4%
IA
663
IFG Advisors
Missouri
$549K +$213K +5,556 +71%
HWA
664
Heritage Wealth Advisors
Virginia
$547K +$55.3K +1,444 +12%
PWMAG
665
Pinnacle Wealth Management Advisory Group
New Jersey
$545K -$20.7K -540 -4%
QCM
666
Quest Capital Management
Texas
$544K +$122K +3,184 +32%
PFM
667
Parsec Financial Management
North Carolina
$543K +$15.9K +416 +3%
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
$542K
WA
669
Wealth Architects
California
$540K
FA
670
Fiducient Advisors
Illinois
$539K -$1.26M -32,868 -71%
LPIC
671
LeJeune Puetz Investment Counsel
Michigan
$534K -$123K -3,200 -20%
LRIA
672
Leonard Rickey Investment Advisors
Washington
$534K +$2.76K +72 +0.6%
TFS
673
Thoroughbred Financial Services
Tennessee
$526K +$222K +5,796 +82%
CFFP
674
Center for Financial Planning
Michigan
$525K -$12.6K -328 -2%
AUB
675
Atlantic Union Bankshares
Virginia
$524K

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.