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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
AF
876
Arrow Financial
New York
$231K
WEC
877
Winslow Evans & Crocker
Massachusetts
$228K -$104K -2,724 -33%
APG
878
Abacus Planning Group
South Carolina
$227K +$212K +5,544 New
RMAM
879
Raab & Moskowitz Asset Management
New Jersey
$226K -$172K -4,496 -45%
WP
880
WealthShield Partners
North Carolina
$225K -$20.7K -540 -9%
FA
881
FCG Advisors
New Jersey
$225K +$210K +5,484 New
C
882
Certuity
Florida
$222K -$25.1K -656 -11%
SCA
883
Strategic Capital Advisers
Colorado
$222K +$208K +5,424 New
CC
884
Claybrook Capital
Massachusetts
$221K -$44.4K -1,160 -18%
EP
885
Eudaimonia Partners
Tennessee
$221K +$116K +3,028 +127%
WCWM
886
Willow Creek Wealth Management
California
$221K +$207K +5,392 New
CAM
887
Congress Asset Management
Massachusetts
$220K +$205K +5,360 New
SP
888
Symmetry Partners
Connecticut
$219K +$205K +5,344 New
FBA
889
Front Barnett Associates
Illinois
$217K -$38.3K -1,000 -16%
OWM
890
Orgel Wealth Management
Wisconsin
$216K +$202K +5,264 New
RFA
891
Reilly Financial Advisors
California
$215K -$5.36K -140 -3%
W
892
WealthStone
Ohio
$215K +$201K +5,236 New
GEA
893
Glen Eagle Advisors
New Jersey
$212K +$7.05K +184 +4%
NCM
894
Narwhal Capital Management
Georgia
$212K +$198K +5,180 New
PA
895
Parkside Advisors
California
$211K -$48.3K -1,260 -20%
SMFS
896
Squar Milner Financial Services
California
$211K +$85K +2,220 +76%
OWA
897
One Wealth Advisors
California
$210K -$387K -10,104 -66%
MWM
898
Meridian Wealth Management
Kentucky
$209K +$196K +5,120 New
LFG
899
Larson Financial Group
Missouri
$208K +$131K +3,412 +206%
GIA
900
Guyasuta Investment Advisors
Pennsylvania
$208K +$194K +5,076 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.