We are live on ! Find out more
VO icon

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
QCG
976
Quadrant Capital Group
Ohio
$663K -$20.1K -320 -3%
AWA
977
Aletheian Wealth Advisors
Washington
$659K +$648K +10,344 New
HGWM
978
Horst & Graben Wealth Management
Oregon
$658K +$6.27K +100 +1%
ML
979
Mayport LLC
Massachusetts
$656K +$646K +10,300 New
AP
980
Americana Partners
Texas
$652K -$17.8K -284 -3%
WAM
981
WealthTrust Asset Management
Florida
$651K -$17.8K -284 -3%
ONST
982
Old North State Trust
North Carolina
$650K
NWM
983
Nauset Wealth Management
Connecticut
$650K +$640K +10,208 New
LNWWM
984
Laird Norton Wetherby Wealth Management
California
$648K
BAS
985
Brown Advisory Securities
Maryland
$647K +$14.8K +236 +2%
PO
986
Private Ocean
California
$643K -$74.2K -1,184 -10%
T
987
TNF
Montana
$643K -$2.26K -36 -0.3%
CCA
988
Checchi Capital Advisers
California
$643K +$35.4K +564 +6%
National Bank of Canada
989
National Bank of Canada
Quebec, Canada
$643K +$633K +10,092 New
SBIA
990
Sheaff Brock Investment Advisors
Indiana
$642K +$137K +2,180 +28%
FFG
991
Fortem Financial Group
California
$637K -$25.1K -400 -4%
CH
992
Canton Hathaway
Rhode Island
$637K
CA
993
Crewe Advisors
Utah
$636K +$159K +2,532 +34%
STB
994
S&T Bank
Pennsylvania
$635K -$7.27K -116 -1%
MC
995
Moors & Cabot
Massachusetts
$635K +$22.3K +356 +4%
DI
996
Diligent Investors
California
$627K +$8.27K +132 +1%
AWA
997
Acorn Wealth Advisors
Michigan
$627K +$25.8K +412 +4%
IA
998
IFG Advisory
Georgia
$621K +$81.7K +1,304 +15%
VFPW
999
Vantage Financial Partners (Wisconsin)
Wisconsin
$620K +$611K +9,740 New
TAM
1000
Townsend Asset Management
North Carolina
$619K -$20.6K -328 -3%

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.