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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
LWA
1001
Lenox Wealth Advisors
New York
$27K
BDWM
1002
Brewin Dolphin Wealth Management
Ireland
$25.4K
LIA
1003
LS Investment Advisors
Michigan
$25K
PA
1004
Perennial Advisors
New York
$24K +$22.7K +592 New
HI
1005
Human Investing
Oregon
$23K -$92.9K -2,424 -81%
BCM
1006
Blume Capital Management
California
$23K +$153 +4 +0.7%
BWL
1007
Bogart Wealth LLC
Virginia
$21K
APWA
1008
Atlas Private Wealth Advisors
New Jersey
$21K +$20.1K +524 New
KTC
1009
Kistler-Tiffany Companies
Pennsylvania
$20K -$20.7K -540 -53%
CAAS
1010
Capital Asset Advisory Services
Michigan
$18K
CL
1011
Cabana LLC
Arkansas
$17K +$15.5K +404 New
GWS
1012
Glassman Wealth Services
Virginia
$16K -$16.4K -428 -52%
AWM
1013
AllSquare Wealth Management
New York
$16K
FWM
1014
Filbrandt Wealth Management
Wisconsin
$16K
TRCT
1015
Tower Research Capital (TRC)
New York
$16K +$15.3K +400 New
JWM
1016
Janiczek Wealth Management
Colorado
$15K +$14.2K +372 New
SFSG
1017
Stearns Financial Services Group
North Carolina
$14K -$13.2K -344 -50%
SFG
1018
Sowa Financial Group
Rhode Island
$14K
CFN
1019
Cordasco Financial Network
Florida
$11K
FPFS
1020
First Personal Financial Services
North Carolina
$11K
FNBOSM
1021
First National Bank of South Miami
Florida
$10K
PA
1022
Procyon Advisors
Connecticut
$10K
HIM
1023
HawsGoodwin Investment Management
Tennessee
$9K -$106K -2,780 -93%
APC
1024
Aspire Private Capital
North Carolina
$9K
FWM
1025
Focused Wealth Management
New York
$8K -$19.8K -516 -72%

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.