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
GPA
1126
Garrison Point Advisors
California
$414K +$100K +1,600 +33%
PFSC
1127
Peoples Financial Services Corp
Pennsylvania
$412K
GEA
1128
Glen Eagle Advisors
New Jersey
$411K -$13.8K -220 -3%
BC
1129
Burney Company
Virginia
$410K
PCM
1130
Penn Capital Management
Pennsylvania
$408K +$401K +6,400 New
LSPW
1131
Lake Street Private Wealth
Illinois
$406K +$400K +6,380 New
IDA
1132
Intelligence Driven Advisers
California
$406K +$447K +7,124 New
RPWA
1133
Regent Peak Wealth Advisors
Georgia
$405K +$36.6K +584 +10%
HCM
1134
Hutchinson Capital Management
California
$404K
PWW
1135
Pettyjohn Wood & White
Virginia
$403K -$13.8K -220 -3%
FPCG
1136
Fort Pitt Capital Group
Pennsylvania
$400K +$46.1K +736 +13%
WCWM
1137
Willow Creek Wealth Management
California
$398K
IF
1138
Ironwood Financial
Arizona
$398K +$56.2K +896 +17%
WDC
1139
Woodward Diversified Capital
California
$393K
GWA
1140
Gibson Wealth Advisors
Texas
$392K +$385K +6,148 New
MWP
1141
Meridian Wealth Partners
Pennsylvania
$391K -$10.8K -172 -3%
BCM
1142
Bienville Capital Management
New York
$391K
CMBA
1143
C.M. Bidwell & Associates
Hawaii
$391K
SAM
1144
Silvercrest Asset Management
New York
$391K
OWM
1145
Orgel Wealth Management
Wisconsin
$390K +$60.9K +972 +19%
PSF
1146
Pacific Sun Financial
California
$390K +$62.7K +1,000 +20%
EWM
1147
EPG Wealth Management
Georgia
$389K
SIAG
1148
Safeguard Investment Advisory Group
California
$388K +$1.25K +20 +0.3%
MFG
1149
Monumental Financial Group
Maryland
$387K
SB
1150
Sunflower Bank
Texas
$386K

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.