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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
WA1
1151
Wimmer Associates 1
California
$386K
CFA
1152
CWS Financial Advisors
Michigan
$386K +$380K +6,068 New
HVP
1153
Hudson Value Partners
Florida
$384K +$31.3K +500 +9%
KW
1154
KWB Wealth
California
$381K
HS
1155
Horan Securities
United States
$380K +$374K +5,964 New
FPCM
1156
Financial Partners Capital Management
New York
$380K
CWM
1157
Congress Wealth Management
Massachusetts
$379K +$373K +5,948 New
CWM
1158
Chicago Wealth Management
Illinois
$378K +$2.26K +36 +0.6%
TSWM
1159
Tyler-Stone Wealth Management
Ohio
$378K +$372K +5,932 New
LTL
1160
Lowery Thomas LLC
California
$378K +$372K +5,936 New
BTWM
1161
Baker Tilly Wealth Management
Wisconsin
$377K +$22.1K +352 +6%
DGI
1162
Disciplined Growth Investors
Minnesota
$373K +$367K +5,856 New
SCA
1163
Stonebridge Capital Advisors
Minnesota
$372K -$5.01K -80 -1%
RFA
1164
Reilly Financial Advisors
California
$370K -$8.27K -132 -2%
AP
1165
Adero Partners
California
$370K +$364K +5,804 New
CCM
1166
Crew Capital Management
Ohio
$369K
GF
1167
Gries Financial
Ohio
$369K
RC
1168
RegentAtlantic Capital
New Jersey
$369K +$26.8K +428 +8%
FAT
1169
First American Trust
California
$368K -$28.8K -460 -7%
EW
1170
Evoke Wealth
California
$362K
WF
1171
Wayfinding Financial
Washington
$362K +$406K +6,476 New
MIG
1172
McGuire Investment Group
Rhode Island
$361K -$27.6K -440 -7%
CAC
1173
Core Alternative Capital
Georgia
$357K +$351K +5,600 New
PWM
1174
Penobscot Wealth Management
Maine
$356K -$8.78K -140 -2%
RWA
1175
River Wealth Advisors
Pennsylvania
$356K +$20.3K +324 +6%

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.