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Vanguard Mid-Cap ETF
VO

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: 154 → 187 (+33)

16% more funds holding

Funds holding: 1,355 → 1,578 (+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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$799M
2
Bank of America
Bank of America
North Carolina
+$202M
3
ETC
Exchange Traded Concepts
Oklahoma
+$108M
4
CTC
Central Trust Company
Missouri
+$84.9M
5
CAM
Cresset Asset Management
Illinois
+$83.1M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$596M
2
PAG
Private Advisor Group
New Jersey
-$85.5M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$71.2M
4
Ameriprise
Ameriprise
Minnesota
-$30M
5
N
Natixis
France
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
RI
651
Ridgewood Investments
New Jersey
$2.22M +$73.7K +1,176 +3%
BFG
652
Barber Financial Group
Kansas
$2.22M +$7.27K +116 +0.3%
IA
653
IFS Advisors
Kansas
$2.21M -$566K -9,032 -21%
AW
654
ACG Wealth
Georgia
$2.21M +$1.73M +27,664 +395%
TW
655
TrinityPoint Wealth
Connecticut
$2.2M -$1.12M -17,832 -34%
AC
656
ASB Consultores
Florida
$2.2M +$2.16M +34,488 New
KSWA
657
Kathleen S. Wright Associates
Pennsylvania
$2.19M +$2.15M +34,344 New
5L
658
55I LLC
Massachusetts
$2.19M -$1.05M -16,800 -33%
AWM
659
Axxcess Wealth Management
California
$2.15M +$2.12M +33,828 New
AIM
660
Aspen Investment Management
Michigan
$2.15M -$2.51K -40 -0.1%
AC
661
Apella Capital
Connecticut
$2.13M +$28.6K +456 +1%
WWM
662
Windsor Wealth Management
Indiana
$2.13M +$604K +9,628 +40%
FWM
663
Fingerlakes Wealth Management
New York
$2.13M +$2.09M +33,408 New
RTS
664
Round Table Services
New Jersey
$2.12M +$380K +6,064 +22%
CSB
665
City State Bank
Iowa
$2.1M +$2.06M +32,892 New
BFA
666
Bragg Financial Advisors
North Carolina
$2.09M – – –
CHA
667
Carmichael Hill & Associates
Maryland
$2.08M +$127K +2,020 +7%
CAC
668
Certified Advisory Corp
Florida
$2.08M +$82K +1,308 +4%
SWA
669
Sax Wealth Advisors
New Jersey
$2.04M +$55.4K +884 +3%
PPP
670
Private Portfolio Partners
New Jersey
$2.04M +$177K +2,824 +10%
BAM
671
Belpointe Asset Management
Nevada
$2.04M -$137K -2,192 -6%
FFA
672
Fragasso Financial Advisors
Pennsylvania
$2.03M +$772K +12,308 +63%
FANJ
673
Financial Architects (New Jersey)
New Jersey
$2.02M +$164K +2,616 +9%
AAMC
674
Asset Allocation & Management Company
Illinois
$2.02M +$156K +2,496 +9%
GWANC
675
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.97M +$1.94M +30,872 New
25 26
27
28 29

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.