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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
FFWA
851
FRG Family Wealth Advisors
Washington
$250K
NGA
852
Naples Global Advisors
Florida
$250K +$460 +12 +0.2%
MG
853
McCutchen Group
Washington
$249K
CFA
854
CWS Financial Advisors
Michigan
$249K +$1.69K +44 +0.7%
FPGK
855
Financial Partners Group (Kansas)
Kansas
$249K +$232K +6,068 New
WWM
856
Western Wealth Management
Colorado
$248K +$231K +6,032 New
PS
857
Portfolio Solutions
Michigan
$247K +$231K +6,028 New
LRPA
858
L. Roy Papp & Associates
Arizona
$246K +$230K +6,012 New
RVPG
859
Relative Value Partners Group
$245K -$25.9K -676 -10%
WA
860
WP Advisors
California
$245K +$229K +5,976 New
FPCM
861
Financial Partners Capital Management
New York
$244K +$228K +5,960 New
MCM
862
McMillion Capital Management
North Carolina
$243K +$10.9K +284 +5%
IFG
863
Independent Financial Group
California
$242K +$226K +5,908 New
Members Trust
864
Members Trust
Florida
$242K +$227K +5,916 New
MWP
865
Meridian Wealth Partners
Pennsylvania
$241K +$62.4K +1,628 +38%
HGWM
866
Harvest Group Wealth Management
Massachusetts
$238K -$15.8K -412 -7%
MIM
867
Marco Investment Management
Georgia
$237K +$221K +5,776 New
NB
868
Nicolet Bankshares
Wisconsin
$236K -$62.2K -1,624 -22%
SAM
869
Silvercrest Asset Management
New York
$236K +$221K +5,768 New
LWM
870
Lyell Wealth Management
California
$235K -$18.1K -472 -8%
RMA
871
Roffman Miller Associates
Pennsylvania
$235K +$220K +5,736 New
EW
872
Evoke Wealth
California
$233K
OC
873
Oarsman Capital
Wisconsin
$232K +$216K +5,652 New
IFG
874
Investors Financial Group
Minnesota
$232K +$217K +5,656 New
SBF
875
Sara-Bay Financial
Florida
$232K +$217K +5,656 New

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.