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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
TPA
1201
Trivium Point Advisory
Connecticut
$328K +$323K +5,156 New
BW
1202
Bison Wealth
Georgia
$327K -$133K -2,120 -29%
WP
1203
WealthSource Partners
California
$326K -$15K -240 -4%
NCM
1204
Noesis Capital Mangement
Florida
$325K
IFG
1205
Independent Financial Group
California
$324K +$8.53K +136 +3%
GIA
1206
Guyasuta Investment Advisors
Pennsylvania
$323K
EW
1207
Element Wealth
Mississippi
$323K +$69K +1,100 +28%
Kayne Anderson Rudnick Investment Management
1208
Kayne Anderson Rudnick Investment Management
California
$323K +$318K +5,068 New
SI
1209
Saxon Interests
Texas
$322K +$325K +5,188 New
VT
1210
Vise Technologies
New York
$321K +$316K +5,048 New
SCA
1211
Stokes Capital Advisors
South Carolina
$320K
RA
1212
Riverstone Advisors
Texas
$319K +$63.4K +1,012 +25%
WFA
1213
WMG Financial Advisors
Tennessee
$319K +$312K +4,984 New
BMM
1214
Buffington Mohr McNeal
Idaho
$319K +$314K +5,012 New
C
1215
Certuity
Florida
$318K
CAP
1216
Columbia Advisory Partners
Washington
$318K +$313K +4,988 New
MPPLM
1217
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$317K
UL
1218
Unionview LLC
Washington
$314K +$309K +4,924 New
MWAM
1219
Manhattan West Asset Management
California
$314K +$309K +4,932 New
IWMA
1220
Ironwood Wealth Management (Arizona)
Arizona
$313K
SWPG
1221
Strategic Wealth Partners Group
Illinois
$312K +$58.2K +928 +23%
MCM
1222
Murphy Capital Management
New Jersey
$311K +$10K +160 +3%
CSIC
1223
Clifford Swan Investment Counsel
California
$309K +$752 +12 +0.2%
CT
1224
Columbia Trust
Oregon
$308K
MIA
1225
MainStreet Investment Advisors
Illinois
$308K

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.