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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
SIC
776
Sigma Investment Counselors
Michigan
$1.3M
SWM
777
Segment Wealth Management
Texas
$1.3M +$1.5K +24 +0.1%
CWA
778
CJM Wealth Advisers
Virginia
$1.3M +$1.28M +20,468 New
GWM
779
GoalFusion Wealth Management
Texas
$1.3M +$1.48M +23,596 New
SWA
780
Sutton Wealth Advisors
Florida
$1.3M +$220K +3,516 +21%
TCWM
781
Total Clarity Wealth Management
Illinois
$1.29M -$180K -2,872 -12%
Financial Engines Advisors
782
Financial Engines Advisors
California
$1.29M +$197K +3,140 +18%
PCIA
783
Prime Capital Investment Advisors
Kansas
$1.29M +$1.27M +20,316 New
ACM
784
AlphaStar Capital Management
North Carolina
$1.29M -$14K -224 -1%
RSVP
785
Ramsay Stattman Vela & Price
Colorado
$1.29M
BMWM
786
Brown Miller Wealth Management
Virginia
$1.28M +$285K +4,540 +29%
HWMG
787
Hurlow Wealth Management Group
Indiana
$1.28M +$49.9K +796 +3%
CCG
788
Cypress Capital Group
Florida
$1.28M +$1.26M +20,056 New
HKIMG
789
Hutchens & Kramer Investment Management Group
Indiana
$1.28M +$1.35M +21,496 New
AWA
790
Alta Wealth Advisors
Massachusetts
$1.27M -$1.5K -24 -0.1%
FB
791
Fulton Bank
Pennsylvania
$1.27M -$251 -4 -0%
TI
792
Trexquant Investment
Connecticut
$1.27M +$692K +11,036 +125%
FLA
793
Financial Life Advisors
Texas
$1.26M -$4.26K -68 -0.3%
MWM
794
Maltin Wealth Management
New Jersey
$1.26M +$149K +2,380 +14%
MG
795
MilWealth Group
Wisconsin
$1.25M -$63.7K -1,016 -5%
ECM
796
EagleClaw Capital Management
Massachusetts
$1.25M
IC
797
IEQ Capital
California
$1.24M
AIA
798
Avalon Investment & Advisory
Texas
$1.24M +$1.22M +19,456 New
WJWM
799
Williams Jones Wealth Management
New York
$1.24M +$4.26K +68 +0.4%
AWS
800
AJ Wealth Strategies
New York
$1.23M

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.