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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
ACM
1076
Allred Capital Management
Texas
$477K -$18.1K -288 -4%
SAM
1077
Strategic Asset Management
Minnesota
$475K -$42.6K -680 -8%
IFAM
1078
Institutional & Family Asset Management
Colorado
$468K
MCM
1079
Mengis Capital Management
Oregon
$468K
NAM
1080
NTV Asset Management
West Virginia
$468K
SAM
1081
Summit Asset Management
Tennessee
$466K
SMA
1082
Sage Mountain Advisors
Georgia
$466K +$459K +7,324 New
MAS
1083
Madden Advisory Services
Florida
$465K +$38.1K +608 +9%
EAM
1084
Evanson Asset Management
California
$463K +$501 +8 +0.1%
9WM
1085
9258 Wealth Management
Ohio
$463K +$65.7K +1,048 +17%
1SB
1086
1ST Source Bank
Indiana
$462K
CRCM
1087
Corbett Road Capital Management
Virginia
$457K +$3.76K +60 +0.8%
LCM
1088
Logan Capital Management
Pennsylvania
$455K
DWM
1089
Dakota Wealth Management
Florida
$455K +$448K +7,140 New
KLI
1090
Kelman-Lazarov Inc
Tennessee
$452K
FCIM
1091
Fairview Capital Investment Management
California
$452K +$25.1K +400 +6%
TCPWM
1092
Traverso Chambers Private Wealth Management
California
$449K
GIA
1093
GHP Investment Advisors
Colorado
$449K +$2.01K +32 +0.5%
SFA
1094
Seneca Financial Advisors
New York
$449K +$442K +7,044 New
LFGH
1095
Lee Financial Group Hawaii
Hawaii
$448K -$14.8K -236 -3%
FFBTD
1096
First Financial Bank - Trust Division
Ohio
$447K -$109K -1,740 -20%
OC
1097
Oakworth Capital
Alabama
$445K
APG
1098
Abacus Planning Group
South Carolina
$444K
BWM
1099
Blossom Wealth Management
California
$444K +$158K +2,528 +57%
LRPA
1100
L. Roy Papp & Associates
Arizona
$442K -$12.5K -200 -3%

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.