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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
JIC
51
Joel Isaacson & Co
New York
$76M +$616K +9,832 +0.8%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$73.9M +$2.88M +45,908 +4%
Fidelity Investments
53
Fidelity Investments
Massachusetts
$73.8M +$3.69M +58,860 +5%
CIAS
54
CBIZ Investment Advisory Services
Ohio
$73.1M +$71.9M +1,147,712 New
AF
55
Arrow Financial
New York
$73M -$2.26M -36,020 -3%
HighTower Advisors
56
HighTower Advisors
Illinois
$70.9M +$15.6M +249,176 +29%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$70.7M +$4.4M +70,224 +7%
CCM
58
Coldstream Capital Management
Washington
$69.3M +$2.01M +32,084 +3%
ST
59
Smithfield Trust
Pennsylvania
$63.7M -$786K -12,536 -1%
Mariner
60
Mariner
Kansas
$63.1M +$6.62M +105,576 +12%
EHPM
61
Emery Howard Portfolio Management
California
$62.5M +$2.83M +45,072 +5%
WSTAM
62
Wilbanks Smith & Thomas Asset Management
Virginia
$62.1M +$2.85M +45,508 +5%
V
63
Veritable
Delaware
$61.8M -$363K -5,788 -0.6%
AssetMark Inc
64
AssetMark Inc
California
$61.1M +$1.8M +28,660 +3%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$55M +$602K +9,596 +1%
NFG
66
Nadler Financial Group
Illinois
$52.5M +$629K +10,040 +1%
NQWM
67
Northwest Quadrant Wealth Management
Oregon
$49.7M +$2.06M +32,876 +4%
CA
68
Clearstead Advisors
Ohio
$49.1M -$5.2M -82,896 -10%
MGIA
69
Moneta Group Investment Advisors
Missouri
$48.4M +$3.03M +48,292 +7%
CI
70
CX Institutional
Indiana
$47.5M +$2.02M +32,236 +5%
PAI
71
Pittenger & Anderson Inc
Nebraska
$45.4M +$943K +15,048 +2%
CPIG
72
Chicago Partners Investment Group
Illinois
$43.8M +$2.14M +34,112 +5%
VVP
73
Venture Visionary Partners
Ohio
$41.6M +$1.38M +21,968 +3%
CWM
74
Connecticut Wealth Management
Connecticut
$41M +$596K +9,512 +1%
TTWM
75
TCV Trust & Wealth Management
Virginia
$40.6M -$283K -4,516 -0.7%

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.