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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
HFA
926
Hoover Financial Advisors
Pennsylvania
$160K +$149K +3,896 New
CHC
927
City Holding Co
West Virginia
$157K
CB
928
CNB Bank
Pennsylvania
$157K
PFBT
929
Parkside Financial Bank & Trust
Missouri
$156K
KPCM
930
Kings Point Capital Management
New York
$153K
JCM
931
Jacobi Capital Management
Pennsylvania
$153K +$17.2K +448 +14%
SWM
932
Sugarloaf Wealth Management
Georgia
$149K +$613 +16 +0.4%
TF
933
TimeScale Financial
Massachusetts
$143K -$40.9K -1,068 -24%
CWM
934
Cedar Wealth Management
California
$136K -$103K -2,700 -45%
IFAM
935
Institutional & Family Asset Management
Colorado
$135K +$7.05K +184 +6%
APW
936
Acima Private Wealth
Virginia
$134K
PFSC
937
Peoples Financial Services Corp
Pennsylvania
$131K -$46K -1,200 -27%
AIC
938
Archer Investment Corporation
Indiana
$125K +$15.6K +408 +15%
WR
939
Watson Rebecca
$124K +$116K +3,032 New
PC
940
Permanens Capital
New York
$122K
CB
941
Community Bank
New York
$120K -$919 -24 -0.8%
BBHC
942
Brown Brothers Harriman & Co
New York
$114K
RDWM
943
Red Door Wealth Management
Tennessee
$107K -$5.06K -132 -5%
WCAMG
944
Woodard & Company Asset Management Group
North Carolina
$102K -$4.6K -120 -5%
NG
945
NWK Group
California
$98K
DOA
946
D'Orazio & Associates
Virginia
$92K
LF
947
Lee Financial
Texas
$92K +$61.4K +1,604 +254%
TH
948
TCTC Holdings
Texas
$90K +$84.3K +2,200 New
TL
949
TrueWealth LLC
Georgia
$89K
MA
950
MCF Advisors
Kentucky
$87K +$306 +8 +0.4%

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.