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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
SC
1076
Savant Capital
Illinois
-$364K -11,056 Closed
BWP
1077
Bernardo Wealth Planning
Pennsylvania
-$313K -9,528 Closed
OBWP
1078
O'Brien Wealth Partners
Massachusetts
-$292K -9,208 Closed
EBT
1079
Enterprise Bank & Trust
Massachusetts
-$293K -8,892 Closed
TCOK
1080
Trust Company of Kansas
Kansas
-$290K -8,800 Closed
JIP
1081
Jaffetilchin Investment Partners
Florida
-$271K -8,240 Closed
RBCM
1082
Raub Brock Capital Management
California
-$254K -7,732 Closed
PCM
1083
Penn Capital Management
Pennsylvania
-$241K -7,328 Closed
VBFP
1084
Valtinson Bruner Financial Planning
Minnesota
-$262K -7,136 Closed
PWM
1085
PBMares Wealth Management
Virginia
-$222K -6,744 Closed
NRI
1086
NFP Retirement Inc
California
-$200K -6,092 Closed
FF
1087
Friedenthal Financial
New Jersey
-$200K -6,076 Closed
CBT
1088
Capital Bank & Trust
California
-$179K -5,436 Closed
NCM
1089
Next Capital Management
New York
-$122K -3,712 Closed
NEIRG
1090
New England Investment & Retirement Group
Massachusetts
-$106K -3,232 Closed
GTAM
1091
Global Trust Asset Management
Florida
-$97K -2,880 Closed
EWM
1092
EPG Wealth Management
Georgia
-$48K -1,464 Closed
FM
1093
Family Management
New York
-$47K -1,436 Closed
MWM
1094
MBE Wealth Management
Wisconsin
-$44K -1,360 Closed
KFI
1095
Key Financial Inc
Pennsylvania
-$45K -1,328 Closed
SWA
1096
Stratos Wealth Advisors
Ohio
-$38K -1,148 Closed
WFMPM
1097
Woodley Farra Manion Portfolio Management
Indiana
-$28K -852 Closed
GSC
1098
G&S Capital
Colorado
-$26K -792 Closed
AIA
1099
Armor Investment Advisors
North Carolina
-$16K -492 Closed
DWM
1100
Darwin Wealth Management
Florida
-$16K -488 Closed

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.