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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
CTB
951
Country Trust Bank
Illinois
$86K -$55.8K -1,456 -41%
CWP
952
CFM Wealth Partners
Texas
$86K
PP
953
PrairieView Partners
Minnesota
$86K
MWP
954
MYCIO Wealth Partners
Pennsylvania
$83K +$77.7K +2,028 New
HIA
955
Harbor Investment Advisory
Maryland
$78K -$12.3K -320 -14%
RG
956
Retirement Group
California
$77K +$71.6K +1,868 New
GFPC
957
Global Financial Private Client
Florida
$74.1K -$591K -15,420 -90%
CWM
958
Campbell Wealth Management
Virginia
$74K +$68.8K +1,796 New
LWANC
959
Laurel Wealth Advisors (North Carolina)
North Carolina
$72K
WB
960
West Bancorporation
Iowa
$72K
VNA
961
Valley National Advisers
Pennsylvania
$68K -$14.1K -368 -18%
AIM
962
Axiom Investment Management
New York
$66K
FMTCOCP
963
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K
TC
964
Trust Company
Kansas
$66K
Barclays
965
Barclays
United Kingdom
$66K +$61.3K +1,600 New
BFIM
966
Beese Fulmer Investment Management
Ohio
$65K +$60.4K +1,576 New
BWA
967
Burt Wealth Advisors
Maryland
$63K
AF
968
Affiance Financial
Minnesota
$62K
LWM
969
Liberty Wealth Management
California
$60K +$10.7K +280 +24%
SNT
970
Security National Trust
West Virginia
$57K
TIM
971
Tortoise Investment Management
New York
$55K
RMC
972
Resources Management Corp
Connecticut
$53K +$42.9K +1,120 +622%
CFG
973
Citizens Financial Group
Rhode Island
$53K +$49.6K +1,296 New
HFA
974
HC Financial Advisors
California
$51K
NSIM
975
North Star Investment Management
Illinois
$50K -$165K -4,308 -78%

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.