We are live on ! Find out more
VO icon

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
SWM
751
Stockman Wealth Management
Montana
$1.43M +$1K +16 +0.1%
EWM
752
Empirical Wealth Management
Washington
$1.43M +$47.1K +752 +3%
Principal Financial Group
753
Principal Financial Group
Iowa
$1.41M
CAM
754
Chandler Asset Management
California
$1.41M
RCA
755
Ranch Capital Advisors
Florida
$1.41M +$48.4K +772 +4%
PWM
756
Perigon Wealth Management
California
$1.41M +$211K +3,372 +18%
AR
757
Advisory Research
Illinois
$1.4M
KM
758
Kalos Management
Georgia
$1.4M +$89.3K +1,424 +7%
BTW
759
Boston Trust Walden
Massachusetts
$1.39M +$12.5K +200 +0.9%
PBF
760
Petix & Botte Financial
California
$1.39M -$1.84M -29,344 -57%
VIM
761
Vista Investment Management
Pennsylvania
$1.39M
JCM
762
J2 Capital Management
Michigan
$1.38M +$1.36M +21,644 New
WIA
763
World Investment Advisors
California
$1.36M +$22.1K +352 +2%
SCA
764
Stillwater Capital Advisors
Pennsylvania
$1.35M
HWA
765
Heritage Wealth Advisors
Virginia
$1.33M +$251 +4 +0%
WI
766
Wintrust Investments
Illinois
$1.33M +$350K +5,588 +36%
CPO
767
Cerity Partners OCIO
New York
$1.33M -$42.4K -676 -3%
VBFP
768
Valtinson Bruner Financial Planning
Minnesota
$1.33M -$17.3K -276 -1%
CAM
769
Covenant Asset Management
New Jersey
$1.33M -$15.3K -244 -1%
MPW
770
Melone Private Wealth
Michigan
$1.33M +$1.31M +20,828 New
BFO
771
Biltmore Family Office
North Carolina
$1.32M +$38.1K +608 +3%
Vanguard Group
772
Vanguard Group
Pennsylvania
$1.32M -$5.68M -90,648 -81%
BA
773
Bridgewater Advisors
New York
$1.31M
BFA
774
Beacon Financial Advisory
Ohio
$1.31M -$32.8K -524 -2%
MFG
775
Magnus Financial Group
New York
$1.3M +$1.06M +16,932 +476%

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.