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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
Lido Advisors
676
Lido Advisors
California
$1.95M +$732K +11,672 +61%
ACM
677
Azimuth Capital Management
Michigan
$1.94M +$301K +4,800 +19%
WP
678
Wealthspan Partners
Iowa
$1.92M +$1.89M +30,120 New
PFG
679
Pinnacle Financial Group
Illinois
$1.9M +$1.87M +29,816 New
SB
680
Strategic Blueprint
Georgia
$1.9M -$67.7K -1,080 -4%
LS
681
Leelyn Smith
Illinois
$1.84M
ARC
682
Advisor Resource Council
Texas
$1.84M +$1.49M +23,816 +464%
PAM
683
Peak Asset Management
Colorado
$1.84M +$151K +2,404 +9%
WPW
684
Waldron Private Wealth
Pennsylvania
$1.83M +$96.5K +1,540 +6%
AWAP
685
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.83M +$177K +2,816 +11%
B
686
Bridgeworth
Alabama
$1.83M +$141K +2,248 +9%
BHTS
687
Bar Harbor Trust Services
Maine
$1.83M +$182K +2,900 +11%
PD
688
Planning Directions
Pennsylvania
$1.82M +$66.9K +1,068 +4%
SIA
689
Strategic Investment Advisors
Michigan
$1.82M +$278K +4,428 +18%
FA
690
Flagstar Advisors
New York
$1.82M +$801K +12,780 +81%
SKK
691
Shepherd Kaplan Krochuk
Massachusetts
$1.81M -$24.1K -384 -1%
CCT
692
Country Club Trust
Missouri
$1.81M +$190K +3,024 +12%
Allspring Global Investments
693
Allspring Global Investments
North Carolina
$1.81M +$1.78M +28,364 New
EA
694
Eudaimonia Advisors
Tennessee
$1.8M +$1.78M +28,320 New
FA
695
Fermata Advisors
California
$1.77M -$135K -2,152 -7%
ECG
696
Edge Capital Group
Georgia
$1.77M -$244K -3,900 -12%
SIA
697
Soltis Investment Advisors
Utah
$1.77M +$88.8K +1,416 +5%
CHAM
698
Clear Harbor Asset Management
Connecticut
$1.77M +$145K +2,308 +9%
MFW
699
Mosaic Family Wealth
Missouri
$1.74M
FLPIM
700
F.L. Putnam Investment Management
Massachusetts
$1.74M +$120K +1,908 +8%

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.