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
BA
1001
BCM Advisors
Louisiana
$619K +$250K +3,996 +61%
ACA
1002
Atlas Capital Advisors
Wyoming
$618K
AWC
1003
Adamsbrown Wealth Consultants
Kansas
$616K +$606K +9,664 New
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$615K -$21.8K -348 -3%
PFM
1005
Parsec Financial Management
North Carolina
$615K
FMBTD
1006
First Midwest Bank Trust Division
Illinois
$614K
ACM
1007
Advance Capital Management
Michigan
$613K +$604K +9,628 New
HAS
1008
HBW Advisory Services
California
$611K +$58.9K +940 +11%
MIM
1009
Moseley Investment Management
Florida
$610K -$51.7K -824 -8%
KFP
1010
KMG Fiduciary Partners
Ohio
$610K +$6.02K +96 +1%
IAP
1011
Indie Asset Partners
Indiana
$608K
HSA
1012
HBK Sorce Advisory
Pennsylvania
$606K -$131K -2,096 -18%
CAM
1013
Crestone Asset Management
Colorado
$605K -$10K -160 -2%
MWA
1014
Moser Wealth Advisors
Washington
$599K
OFG
1015
Omega Financial Group
California
$591K +$1.5K +24 +0.3%
OPS
1016
Orion Portfolio Solutions
Nebraska
$589K -$438K -6,988 -43%
OWA
1017
Octavia Wealth Advisors
Ohio
$585K -$752 -12 -0.1%
FRA
1018
Frank Rimerman Advisors
California
$582K +$132K +2,100 +30%
ICP
1019
Interchange Capital Partners
Pennsylvania
$581K -$562K -8,960 -50%
SFM
1020
Signet Financial Management
New Jersey
$579K +$76.7K +1,224 +16%
BAM
1021
Beaumont Asset Management
Texas
$577K
WSFS
1022
Wilmington Savings Fund Society
Delaware
$576K +$197K +3,140 +53%
IPW
1023
Intergy Private Wealth
Colorado
$569K +$560K +8,928 New
TNB
1024
Thomasville National Bank
Georgia
$568K -$53.7K -856 -9%
PFWA
1025
Paces Ferry Wealth Advisors
Georgia
$567K +$2.01K +32 +0.4%

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.