We are live on ! Find out more
VO icon

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
FCBT
876
First Citizens Bank & Trust
North Carolina
$902K +$31.6K +504 +4%
EFA
877
Evernest Financial Advisors
Indiana
$901K +$964K +15,372 New
AUB
878
Atlantic Union Bankshares
Virginia
$898K
SCG
879
Sonata Capital Group
Washington
$897K
HFS
880
Heritage Financial Services
Massachusetts
$897K +$883K +14,092 New
SWP
881
Summit Wealth Partners
Florida
$896K +$9.28K +148 +1%
V
882
VeraBank
Texas
$890K -$1.04M -16,576 -54%
CC
883
Courier Capital
New York
$889K +$72.7K +1,160 +9%
NS
884
Newman & Schimel
Illinois
$887K +$126K +2,012 +17%
CFIA
885
Cantor Fitzgerald Investment Advisors
New York
$885K -$1.75K -28 -0.2%
FA
886
Faithward Advisors
Pennsylvania
$881K -$24.3K -388 -3%
ECM
887
Evergreen Capital Management
Washington
$875K
MFG
888
MidWestOne Financial Group
Iowa
$873K
SWM
889
SFG Wealth Management
Maryland
$873K +$859K +13,700 New
OSAM
890
O'Shaughnessy Asset Management
Connecticut
$869K +$15.3K +244 +2%
IMOV
891
Investment Management of Virginia
Virginia
$867K +$853K +13,608 New
DFA
892
DHK Financial Advisors
New Hampshire
$867K +$854K +13,616 New
Lazard Asset Management
893
Lazard Asset Management
New York
$866K
BRC
894
Bell Rock Capital
Delaware
$865K +$857K +13,668 New
WTB
895
Washington Trust Bank
Washington
$858K -$269K -4,284 -24%
BHIC
896
Bassett Hargrove Investment Counsel
Delaware
$855K +$26.1K +416 +3%
DWMG
897
DB Wealth Management Group
California
$853K -$58.4K -932 -7%
LA
898
LexAurum Advisors
Kansas
$853K +$121K +1,932 +17%
FCC
899
Flower City Capital
New York
$848K +$835K +13,320 New
CCFM
900
Clear Creek Financial Management
Washington
$846K +$16K +256 +2%

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.