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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
HT
801
HighTower Trust
Texas
$1.23M +$1.21M +19,300 New
CGL
802
Clarius Group LLC
Washington
$1.23M +$281K +4,480 +30%
GLA
803
Good Life Advisors
Pennsylvania
$1.23M -$142K -2,264 -11%
SSWM
804
Smith Salley Wealth Management
North Carolina
$1.22M +$90.3K +1,440 +8%
RA
805
RFG Advisory
Alabama
$1.22M +$159K +2,536 +15%
MJRIC
806
Mogy Joel R Investment Counsel
California
$1.21M
KWM
807
Kingsview Wealth Management
Oregon
$1.21M +$20.1K +320 +2%
CT
808
Cambridge Trust
Massachusetts
$1.2M +$46.1K +736 +4%
GWAM
809
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.19M +$28.6K +456 +3%
First Manhattan
810
First Manhattan
New York
$1.19M +$228K +3,636 +24%
CTB
811
Country Trust Bank
Illinois
$1.18M +$1.05M +16,692 +884%
GLA
812
Great Lakes Advisors
Illinois
$1.18M +$62.9K +1,004 +6%
HA
813
Herold Advisors
New York
$1.17M -$21.6K -344 -2%
MPCG
814
Matrix Private Capital Group
New York
$1.17M +$204K +3,260 +22%
HPC
815
HM Payson & Co
Maine
$1.16M
SFG
816
StrategIQ Financial Group
Indiana
$1.16M +$531K +8,476 +87%
CIA
817
Compass Ion Advisors
Pennsylvania
$1.16M -$21.6K -344 -2%
SWM
818
SigFig Wealth Management
California
$1.15M +$45.6K +728 +4%
SEP
819
Southland Equity Partners
Missouri
$1.14M +$92.3K +1,472 +9%
FBFS
820
First Business Financial Services
Wisconsin
$1.13M +$372K +5,928 +50%
LGA
821
Lebenthal Global Advisors
New York
$1.12M +$1.11M +17,632 New
ZF
822
Zhang Financial
Michigan
$1.12M -$67.2K -1,072 -6%
DI
823
Disciplined Investments
Oklahoma
$1.12M -$18.6K -296 -2%
PCA
824
Pallas Capital Advisors
Massachusetts
$1.11M -$14K -224 -1%
RWRC
825
R.W. Roge & Company
New York
$1.11M -$930K -14,836 -43%

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.