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Vanguard Mid-Cap ETF
VO

1,220 hedge funds and large institutions have $25.9B invested in Vanguard Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 493 increasing their positions, 332 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 30

48% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 332

21% more funds holding in top 10

Funds holding in top 10: 119 → 144 (+25)

15% more funds holding

Funds holding: 1,057 → 1,220 (+163)

15% more capital invested

Capital invested by funds: $22.5B → $25.9B (+$3.34B)

12.76% less ownership

Funds ownership: 261.29% → 248.52% (-13%)

28% less call options, than puts

Call options by funds: $90.3M | Put options by funds: $125M

Holders
1,220
Holders Change
+163
Holders Change %
+15.42%
% of All Funds
21.59%
Holding in Top 10
144
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+21.01%
% of All Funds
2.55%
New
210
Increased
493
Reduced
332
Closed
30
Calls
$90.3M
Puts
$125M
Net Calls
-$34.6M
Net Calls Change
-$23.1M

Top Buyers

Rank Fund Capital Flow
1
CM
Churchill Management
California
+$155M
2
Ameriprise
Ameriprise
Minnesota
+$84.6M
3
ECM
ExodusPoint Capital Management
New York
+$77.5M
4
WANY
Wealthspire Advisors (New York)
New York
+$66.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$56.7M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.28B
2
Bessemer Group
Bessemer Group
New Jersey
-$135M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$68.6M
4
Bank of America
Bank of America
North Carolina
-$58.2M
5
HighTower Advisors
HighTower Advisors
Illinois
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWTC
1051
Laird Norton Wetherby Trust Company
Washington
$214K +$200K +4,132 New
MCM
1052
Murphy Capital Management
New Jersey
$214K +$201K +4,148 New
AP
1053
Atwood & Palmer
Missouri
$213K – – –
TI
1054
Trexquant Investment
Connecticut
$212K -$2.02M -41,728 -91%
RA
1055
Riverstone Advisors
Texas
$211K +$197K +4,076 New
BIAS
1056
Beacon Investment Advisory Services
New Jersey
$211K +$198K +4,080 New
WWM
1057
Western Wealth Management
Colorado
$210K -$101K -2,080 -34%
YWP
1058
YorkBridge Wealth Partners
New York
$209K +$196K +4,040 New
CPWA
1059
Cerro Pacific Wealth Advisors
California
$208K +$194K +4,016 New
AA
1060
Argent Advisors
Louisiana
$207K +$194K +4,000 New
CGL
1061
Clarius Group LLC
Washington
$207K +$194K +4,000 New
CPA
1062
Court Place Advisors
Maryland
$207K +$194K +4,008 New
LWA
1063
Lineweaver Wealth Advisors
Ohio
$207K +$194K +4,008 New
PGIM
1064
Pacific Global Investment Management
California
$206K +$193K +3,980 New
EW
1065
Element Wealth
Mississippi
$205K – – –
VAS
1066
Vestmark Advisory Solutions
Massachusetts
$204K +$191K +3,952 New
MWP
1067
Madison Wealth Partners
Wisconsin
$203K +$191K +3,936 New
EPP
1068
ETF Portfolio Partners
Kansas
$202K +$189K +3,912 New
CL
1069
CPWM LLC
Washington
$201K +$188K +3,880 New
LFF
1070
Level Four Financial
Texas
$201K +$188K +3,888 New
LWP
1071
Laurel Wealth Planning
Minnesota
$200K +$187K +3,868 New
CCM
1072
Cribstone Capital Management
Maine
$198K -$18K -372 -9%
GSAM
1073
Grant Street Asset Management
Pennsylvania
$198K +$185K +3,828 New
SWM
1074
Sugarloaf Wealth Management
Georgia
$190K +$775 +16 +0.4%
CWM
1075
Cedar Wealth Management
California
$187K – – –
41 42
43
44 45

VO Hedge Fund Activity: Q4 2020 in Review

1,220 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2020, worth a combined $25.9B — up 15% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new VO positions and 30 closed out — a net gain of 180 holders — while 493 added to existing stakes and 332 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $155M. The largest seller was UBS Group, cutting an estimated $1.28B.

  • 1,220 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2020, up from 1,057 in Q3 2020.
  • Funds reported $25.9B of Vanguard Mid-Cap ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 210 funds opened new Vanguard Mid-Cap ETF positions in Q4 2020 and 30 closed out, a net change of +180 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2020 was Churchill Management, an estimated $155M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2020 was UBS Group, an estimated $1.28B sold.

Based on aggregated 13F filings for Q4 2020.