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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
GI
1026
Gradient Investments
Minnesota
$8K
HCM
1027
Highlander Capital Management
New Jersey
$8K
LB
1028
Legacy Bridge
Iowa
$8K
CAM
1029
Costello Asset Management
Pennsylvania
$8K +$7.36K +192 New
AIP
1030
Ameritas Investment Partners
Nebraska
$7K
HCC
1031
Hirtle Callaghan & Co
Pennsylvania
$7K
TI
1032
tru Independence
Oregon
$6.1K +$2.9M +75,668 +73%
LWM
1033
Lenox Wealth Management
Ohio
$6K
CI
1034
Cordant Inc
Oregon
$6K +$306 +8 +5%
M
1035
MOTCO
Texas
$6K +$5.36K +140 New
IA
1036
Independence Advisors
Pennsylvania
$5K -$3.68K -96 -42%
PMFA
1037
Plante Moran Financial Advisors
Michigan
$4K -$367K -9,592 -99%
HDIM
1038
Hanson & Doremus Investment Management
Vermont
$4K
SIM
1039
Sonora Investment Management
Arizona
$4K
HI
1040
Hudock Inc
Pennsylvania
$4K +$3.68K +96 +400%
AWA
1041
Arkadios Wealth Advisors
Georgia
$3.34K
CWA
1042
Carolina Wealth Advisors
South Carolina
$3K
SIS
1043
Sound Income Strategies
Florida
$3K
YAL
1044
Your Advocates Ltd
Texas
$3K +$3.37K +88 New
BC
1045
Barnett & Company
Tennessee
$2K
EIP
1046
Ellis Investment Partners
Pennsylvania
$2K
HWA
1047
HCR Wealth Advisors
California
$2K
LGWM
1048
Litman Gregory Wealth Management
California
$2K
ST
1049
Sageworth Trust
Pennsylvania
$2K
FCH
1050
Freestone Capital Holdings
Washington
$1.92K

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.