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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
Deutsche Bank
926
Deutsche Bank
Germany
$788K -$61.7K -984 -7%
LRIA
927
Leonard Rickey Investment Advisors
Washington
$788K -$8.53K -136 -1%
SC
928
Schoolcraft Capital
Colorado
$787K -$56.2K -896 -7%
SCM
929
Southport Capital Management
Tennessee
$787K +$295K +4,712 +62%
BFO
930
Boston Family Office
Massachusetts
$773K -$459K -7,316 -38%
CFA
931
Carroll Financial Associates
North Carolina
$772K -$658K -10,500 -46%
GG
932
Gofen & Glossberg
Illinois
$769K -$125K -1,988 -14%
LDB
933
Lee, Danner & Bass
Tennessee
$763K +$49.1K +784 +7%
Manulife (Manufacturers Life Insurance)
934
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$762K +$54.2M +864,588 +8%
WFA
935
Wellspring Financial Advisors
Ohio
$761K
TCM
936
Tradewinds Capital Management
Washington
$749K +$752 +12 +0.1%
FFG
937
Fullen Financial Group
Ohio
$749K +$2.76K +44 +0.4%
AA
938
Addison Advisors
Vermont
$749K +$737K +11,760 New
LFS
939
Lutz Financial Services
Nebraska
$748K -$128K -2,044 -15%
SWP
940
Strategic Wealth Partners
Ohio
$738K -$13.8K -220 -2%
SFP
941
Sterling Financial Planning
New Jersey
$738K +$21.6K +344 +3%
MPM
942
Meritage Portfolio Management
Kansas
$738K +$60.7K +968 +9%
CPA
943
Clear Perspective Advisors
Illinois
$736K
CIBC World Market
944
CIBC World Market
Ontario, Canada
$733K +$40.6K +648 +6%
RIA
945
Realta Investment Advisors
Delaware
$726K +$23.3K +372 +3%
DDC
946
DF Dent & Co
Maryland
$725K +$78.2K +1,248 +12%
BFS
947
Bard Financial Services
Connecticut
$724K
GLLW
948
Graves Light Lenhart Wealth
Virginia
$718K +$181K +2,888 +34%
IC
949
Intersect Capital
California
$711K
WG
950
Welch Group
Alabama
$711K +$700K +11,160 New

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.