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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
OFG
751
Omega Financial Group
California
$375K
BAM
752
Beaumont Asset Management
Texas
$369K +$346K +9,020 New
OPS
753
Orion Portfolio Solutions
Nebraska
$367K -$127K -3,320 -27%
OFG
754
Oxford Financial Group
Indiana
$365K
OSAM
755
O'Shaughnessy Asset Management
Connecticut
$365K +$341K +8,912 New
KA
756
Kovack Advisors
Florida
$363K -$1.15M -29,932 -77%
FFC
757
First Financial Corp
Indiana
$361K -$147K -3,848 -30%
BWM
758
BerganKDV Wealth Management
Minnesota
$359K +$299K +7,808 +817%
RPWA
759
Regent Peak Wealth Advisors
Georgia
$358K -$126K -3,288 -27%
OPA
760
Old Port Advisors
Maine
$358K -$10.7K -280 -3%
PO
761
Private Ocean
California
$357K -$26K -680 -7%
VFA
762
Valeo Financial Advisors
Indiana
$357K +$2.73M +71,204 +662%
EAM
763
Evanson Asset Management
California
$356K
BFA
764
Beaumont Financial Advisors
Massachusetts
$356K +$13.8K +360 +4%
ACA
765
Atlas Capital Advisors
Wyoming
$353K +$16.7K +436 +5%
SFG
766
SevenBridge Financial Group
Pennsylvania
$352K
ACM
767
Allred Capital Management
Texas
$351K +$766 +20 +0.2%
GLLW
768
Graves Light Lenhart Wealth
Virginia
$350K +$327K +8,544 New
TIA
769
Traphagen Investment Advisors
New Jersey
$349K
VWA
770
VERITY Wealth Advisors
United States
$349K
SVWAG
771
Sound View Wealth Advisors Group
Georgia
$348K +$48.9K +1,276 +18%
QCG
772
Quadrant Capital Group
Ohio
$347K -$1.54M -40,180 -83%
Wealth Enhancement Advisory Services
773
Wealth Enhancement Advisory Services
Minnesota
$347K
RBC
774
Roble Belko & Company
Pennsylvania
$344K
SNBOSD
775
Security National Bank of So Dak
Iowa
$344K +$37.5K +980 +13%

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.