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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
GD
726
Grandfield & Dodd
New York
$410K +$119K +3,100 +45%
GG
727
Gofen & Glossberg
Illinois
$409K -$7.66K -200 -2%
EWA
728
EP Wealth Advisors
California
$408K -$299K -7,800 -44%
SF
729
Summit Financial
New Jersey
$404K
BAS
730
Brown Advisory Securities
Maryland
$403K -$1.53K -40 -0.4%
RWM
731
Ritholtz Wealth Management
New York
$402K +$51K +1,332 +16%
TSS
732
Two Sigma Securities
New York
$397K +$371K +9,684 New
PT
733
Plimoth Trust
Massachusetts
$395K +$370K +9,656 New
DI
734
Diligent Investors
California
$393K
IBOK
735
Independence Bank of Kentucky
Kentucky
$393K +$4.6K +120 +1%
SB
736
Sunflower Bank
Texas
$390K +$365K +9,520 New
TCOV
737
Trust Company of Vermont
Vermont
$388K +$12.4K +324 +4%
BRC
738
Bell Rock Capital
Delaware
$388K +$362K +9,456 New
BPB
739
Badgley, Phelps & Bell
Washington
$387K -$29.6K -772 -8%
GL
740
Graypoint LLC
New York
$387K +$362K +9,440 New
STB
741
S&T Bank
Pennsylvania
$386K -$438K -11,436 -55%
RWP
742
RWA Wealth Partners
Massachusetts
$386K
MWA
743
Moser Wealth Advisors
Washington
$385K
KLI
744
Kelman-Lazarov Inc
Tennessee
$382K -$39.2K -1,024 -10%
STA
745
Summit Trail Advisors
New York
$381K -$447K -11,660 -56%
AF
746
Allworth Financial
California
$381K +$40.1K +1,048 +13%
SC
747
Scotia Capital
Ontario, Canada
$380K +$356K +9,284 New
MAS
748
Madden Advisory Services
Florida
$379K -$17.6K -460 -5%
ONB
749
Old National Bancorp
Indiana
$378K
Susquehanna International Group
750
Susquehanna International Group
Pennsylvania
$376K -$8.39M -219,012 -96%

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.