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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
BFPW
76
BOK Financial Private Wealth
Colorado
$40.5M +$462K +7,364 +1%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$39.8M +$6.07M +96,784 +18%
AWM
78
Altium Wealth Management
New York
$38.9M +$126K +2,012 +0.3%
BlackRock
79
BlackRock
New York
$38.4M +$245K +3,908 +0.7%
AFG
80
Arkansas Financial Group
Arkansas
$38M +$730K +11,652 +2%
AFAS
81
Acorn Financial Advisory Services
Virginia
$37.4M +$31M +495,148 +538%
LIM
82
Leavell Investment Management
Alabama
$37M +$1.42M +22,708 +4%
KAS
83
Kestra Advisory Services
Texas
$36.8M -$6.81M -108,644 -16%
AT
84
American Trust
Kentucky
$36.7M +$36.1M +575,824 New
DJSG
85
D.J. St. Germain
Massachusetts
$36.5M -$2.35M -37,476 -6%
ACM
86
Alpha Capital Management
Texas
$36.4M +$4.07M +64,996 +13%
VR
87
Viridian RIA
Washington
$34.7M +$34.1M +544,076 New
RWMH
88
Riverpoint Wealth Management Holdings
Illinois
$34.5M -$1.84M -29,336 -5%
ME
89
McIlrath & Eck
Washington
$34M -$261K -4,156 -0.8%
FWIA
90
Fort Washington Investment Advisors
Ohio
$32.8M +$2.17M +34,696 +7%
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$32.7M -$680K -10,848 -2%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$32.7M +$1.05M +16,724 +3%
SI
93
Stephens Inc
Arkansas
$32.6M -$681K -10,856 -2%
EH
94
Equitable Holdings
New York
$32.4M +$3.34M +53,228 +12%
GT
95
Glenmede Trust
Pennsylvania
$32.3M -$1.85M -29,564 -6%
SB
96
Simmons Bank
Arkansas
$31.7M -$761K -12,136 -2%
G
97
GenTrust
Florida
$31.6M +$1.16M +18,476 +4%
CWM
98
Cranbrook Wealth Management
Michigan
$31.4M +$1.35M +21,576 +5%
CFGS
99
Concourse Financial Group Securities
Alabama
$30.8M +$989K +15,776 +3%
SFS
100
Searcy Financial Services
Kansas
$30.2M +$299K +4,776 +1%

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.