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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
BFPW
51
BOK Financial Private Wealth
Colorado
$35.4M +$18.4M +480,336 +125%
EHPM
52
Emery Howard Portfolio Management
California
$34.6M +$359K +9,372 +1%
PGFC
53
Peapack-Gladstone Financial Corp
New Jersey
$34.2M -$455K -11,868 -1%
CA
54
Clearstead Advisors
Ohio
$32.4M +$711K +18,564 +2%
AssetMark Inc
55
AssetMark Inc
California
$32.4M -$226K -5,896 -0.7%
HWA
56
Heartwood Wealth Advisors
Virginia
$31M +$23.9M +624,828 +96%
HighTower Advisors
57
HighTower Advisors
Illinois
$30.6M +$4.26M +111,228 +17%
NFG
58
Nadler Financial Group
Illinois
$28.9M -$3.29M -85,940 -11%
RWMH
59
Riverpoint Wealth Management Holdings
Illinois
$28.7M +$1.23M +32,156 +5%
CI
60
CX Institutional
Indiana
$28.6M +$1.38M +36,036 +5%
TTWM
61
TCV Trust & Wealth Management
Virginia
$28M -$61.6K -1,608 -0.2%
ACM
62
Alpha Capital Management
Texas
$27.6M +$25.8M +672,568 New
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
$27.6M +$2.74M +71,404 +12%
CWM
64
Connecticut Wealth Management
Connecticut
$26.9M +$422K +11,008 +2%
PIMG
65
Patriot Investment Management Group
Tennessee
$26.4M +$18.7K +488 +0.1%
PAI
66
Pittenger & Anderson Inc
Nebraska
$26.4M +$290K +7,572 +1%
FHA
67
First Horizon Advisors
Tennessee
$26.2M +$24.5K +640 +0.1%
DJSG
68
D.J. St. Germain
Massachusetts
$25.7M -$12.7K -332 -0.1%
EH
69
Equitable Holdings
New York
$25.6M +$288K +7,512 +1%
AWM
70
Altium Wealth Management
New York
$25.4M +$2.44M +63,680 +11%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$25.4M -$49.9M -1,303,948 -68%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$25.2M +$615K +16,068 +3%
NQWM
73
Northwest Quadrant Wealth Management
Oregon
$24.9M +$636K +16,600 +3%
CPIG
74
Chicago Partners Investment Group
Illinois
$24.8M +$257K +6,716 +1%
BPA
75
Beacon Pointe Advisors
California
$22.9M +$8.32M +217,228 +64%

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.