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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
TF
951
Tompkins Financial
New York
$710K -$67.7K -1,080 -9%
FAG
952
Fortitude Advisory Group
Washington
$710K +$699K +11,148 New
AA
953
Advisory Alpha
Michigan
$708K +$401K +6,400 +136%
CW
954
Cook Wealth
North Carolina
$708K +$757K +12,084 New
ONB
955
Old National Bancorp
Indiana
$707K +$2.51K +40 +0.4%
GSWM
956
Golden State Wealth Management
California
$703K +$15.3K +244 +2%
FFM
957
Forum Financial Management
Illinois
$702K +$691K +11,016 New
CAL
958
Capital Analysts LLC
Pennsylvania
$701K -$46.9K -748 -6%
SC
959
Slow Capital
California
$701K +$1K +16 +0.1%
AGP
960
Autumn Glory Partners
Texas
$701K +$690K +11,000 New
BWP
961
BSW Wealth Partners
Colorado
$700K +$57.7K +920 +9%
OFP
962
OLIO Financial Planning
Virginia
$699K +$688K +10,976 New
AWM
963
Accel Wealth Management
Iowa
$696K +$42.4K +676 +7%
AA
964
Aufman Associates
Pennsylvania
$694K -$16.8K -268 -2%
SIG
965
Stonegate Investment Group
Alabama
$690K +$679K +10,832 New
VWA
966
V Wealth Advisors
Kansas
$685K +$25.1K +400 +4%
HIP
967
HUB Investment Partners
Texas
$683K -$53.2K -848 -7%
CWC
968
Carolinas Wealth Consulting
North Carolina
$683K -$12.5K -200 -2%
ACA
969
Aptus Capital Advisors
Alabama
$681K +$339K +5,400 +102%
SWM
970
SeaCrest Wealth Management
New York
$673K +$183K +2,924 +38%
WWM
971
Western Wealth Management
Colorado
$672K +$658K +10,492 New
TFF
972
The Family Firm
Maryland
$671K +$1.25K +20 +0.2%
OFG
973
Oxford Financial Group
Indiana
$666K
SFO
974
Stokes Family Office
Louisiana
$664K +$3.26K +52 +0.5%
JSW
975
Journey Strategic Wealth
New Jersey
$664K +$653K +10,420 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.