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Vanguard Mid-Cap ETF

1,057 hedge funds and large institutions have $22.5B invested in Vanguard Mid-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 443 increasing their positions, 362 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 54

22% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 362

8% more capital invested

Capital invested by funds: $20.8B → $22.5B (+$1.74B)

3% more funds holding in top 10

Funds holding in top 10: 115119 (+4)

3.11% more ownership

Funds ownership: 258.18%261.29% (+3.1%)

0% more funds holding

Funds holding: 1,0531,057 (+4)

59% less call options, than puts

Call options by funds: $8.1M | Put options by funds: $19.5M

Holders
1,057
Holders Change
+4
Holders Change %
+0.38%
% of All Funds
21.32%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
2.4%
New
69
Increased
443
Reduced
362
Closed
54
Calls
$8.1M
Puts
$19.5M
Net Calls
-$11.4M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
801
City Holding Co
West Virginia
$323K +$153K +3,500 +91%
QAM
802
QCI Asset Management
New York
$322K +$15.9K +364 +5%
WA
803
Wambolt & Associates
Colorado
$319K -$24.9K -572 -7%
ADL
804
Asset Dedication LLC
California
$319K +$174 +4 +0.1%
GCP
805
Gill Capital Partners
Colorado
$319K +$31.6K +724 +11%
SAM
806
Summit Asset Management
Tennessee
$315K -$10.5K -240 -3%
GIA
807
GHP Investment Advisors
Colorado
$313K +$8.89K +204 +3%
AP
808
Americana Partners
Texas
$312K
AP
809
Arlington Partners
Alabama
$312K
GD
810
Grandfield & Dodd
New York
$310K -$133K -3,060 -30%
SCA
811
Stokes Capital Advisors
South Carolina
$310K
BFA
812
Beacon Financial Advisory
Ohio
$310K +$523 +12 +0.2%
FGA
813
Fortis Group Advisors
New Jersey
$310K +$307K +7,056 New
NAM
814
NTV Asset Management
West Virginia
$307K -$17.4K -400 -5%
RWP
815
RWA Wealth Partners
Massachusetts
$306K -$108K -2,480 -26%
IA
816
IFG Advisory
Georgia
$305K -$21.6K -496 -7%
MC
817
Moors & Cabot
Massachusetts
$303K -$697 -16 -0.2%
VFA
818
Valeo Financial Advisors
Indiana
$302K -$3.27M -75,096 -92%
NFG
819
NewFocus Financial Group
Washington
$300K -$7.5K -172 -2%
SFG
820
SNS Financial Group
Minnesota
$299K +$80.2K +1,840 +37%
KBFS
821
Kohmann Bosshard Financial Services
Ohio
$298K -$42.4K -972 -13%
HWM
822
Howard Wealth Management
Connecticut
$296K -$35.2K -808 -11%
ACM
823
Ategra Capital Management
Virginia
$294K
TVWM
824
Tower View Wealth Management
Wisconsin
$294K
LNB
825
Ledyard National Bank
$287K -$181K -4,160 -39%

VO Hedge Fund Activity: Q3 2020 in Review

1,057 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q3 2020, worth a combined $22.5B — up 8.4% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VO positions and 54 closed out — a net gain of 15 holders — while 443 added to existing stakes and 362 trimmed.

The largest buyer was Bank of America, adding an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $179M.

  • 1,057 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q3 2020, up from 1,053 in Q2 2020.
  • Funds reported $22.5B of Vanguard Mid-Cap ETF stock for Q3 2020, up 8.4% quarter-over-quarter.
  • 69 funds opened new Vanguard Mid-Cap ETF positions in Q3 2020 and 54 closed out, a net change of +15 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q3 2020 was Bank of America, an estimated $104M added.
  • The largest Vanguard Mid-Cap ETF seller in Q3 2020 was JP Morgan Chase, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2020.