Vanguard Mid-Cap ETF
1,058 hedge funds and large institutions have $22.5B invested in Vanguard Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 444 increasing their positions, 362 reducing their positions, and 54 closing their positions.
28% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 54
23% more repeat investments, than reductions
Existing positions increased: 444 | Existing positions reduced: 362
8% more capital invested
Capital invested by funds: $20.8B → $22.5B (+$1.74B)
3% more funds holding in top 10
Funds holding in top 10: 115 → 119 (+4)
3.11% more ownership
Funds ownership: 258.18% → 261.29% (+3.1%)
0% more funds holding
Funds holding: 1,053 → 1,058 (+5)
59% less call options, than puts
Call options by funds: $8.1M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$93.4M |
| 3 |
LFG
Larson Financial Group
St Louis,
Missouri
|
+$44.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$37.2M |
| 5 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$179M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$33.1M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$33M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$27.9M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$26M |
VO Hedge Fund Activity: Q3 2020 in Review
1,058 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2020, worth a combined $22.5B — up 8.4% from $20.8B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new VO positions and 54 closed out — a net gain of 15 holders — while 444 added to existing stakes and 362 trimmed.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $179M.
- 1,058 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2020, up from 1,053 in Q2 2020.
- Funds reported $22.5B of Vanguard Mid-Cap ETF stock for Q3 2020, up 8.4% quarter-over-quarter.
- 69 funds opened new Vanguard Mid-Cap ETF positions in Q3 2020 and 54 closed out, a net change of +15 holders.
- The largest Vanguard Mid-Cap ETF buyer in Q3 2020 was Bank of America, an estimated $104M added.
- The largest Vanguard Mid-Cap ETF seller in Q3 2020 was JP Morgan Chase, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2020.