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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
CIA
976
Cascade Investment Advisors
Oregon
$47.6K
SL
977
Savior LLC
Massachusetts
$46K
CWC
978
Carolinas Wealth Consulting
North Carolina
$46K +$153 +4 +0.4%
FA
979
Financial Advantage
Maryland
$45K
DAC
980
Dividend Assets Capital
South Carolina
$43K +$1.69K +44 +4%
FWP
981
FAS Wealth Partners
Kansas
$41K -$919 -24 -2%
PWM
982
Provident Wealth Management
Tennessee
$41K +$38.8K +1,012 New
RCA
983
Rowland Carmichael Advisors
Arizona
$40K +$15.3K +400 +68%
APWM
984
Atlas Private Wealth Management
New York
$39K
WCG
985
Weaver Consulting Group
California
$37K
PP
986
Pacifica Partners
Canada
$37K +$153 +4 +0.4%
FRA
987
Front Row Advisors
California
$37K +$23K +600 +200%
CFG
988
CKW Financial Group
Hawaii
$36K
CFO
989
CVA Family Office
Colorado
$33K
DWA
990
Dougherty Wealth Advisers
Minnesota
$33K
WT
991
Washington Trust
Rhode Island
$32K -$1.5M -39,052 -98%
JFGIW
992
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K -$67.9K -1,772 -70%
BA
993
Ballast Advisors
Minnesota
$30K
CAL
994
Capital Analysts LLC
Pennsylvania
$30K
PWP
995
Principle Wealth Partners
Connecticut
$30K +$28K +732 New
HF
996
Halpern Financial
Virginia
$29.5K -$18.4K -480 -40%
IWP
997
IAG Wealth Partners
Wisconsin
$28K
WLPWM
998
Walled Lake Planning & Wealth Management
Illinois
$28K +$25.9K +676 New
1IA
999
1834 Investment Advisors
Wisconsin
$28K +$26.5K +692 New
CIM
1000
Contravisory Investment Management
Massachusetts
$27K

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.