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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
MGIA
101
Moneta Group Investment Advisors
Missouri
$16.2M +$4.36M +113,696 +40%
SI
102
Stephens Inc
Arkansas
$16M -$8.63M -225,280 -37%
PCA
103
Personal Capital Advisors
California
$15.8M +$734K +19,164 +5%
AllianceBernstein
104
AllianceBernstein
Tennessee
$15.8M +$2.91K +76 +0%
SCA
105
Spearhead Capital Advisors
Florida
$15.5M +$9.67M +252,432 +201%
WT
106
Whittier Trust
California
$15.2M +$3.48M +90,868 +32%
Citigroup
107
Citigroup
New York
$14.8M -$481K -12,560 -3%
SFS
108
Searcy Financial Services
Kansas
$14.5M +$5.9M +154,128 +77%
EC
109
Estate Counselors
Wisconsin
$14.1M -$1.33M -34,764 -9%
WTC
110
WhitTier Trust Company
Nevada
$14M +$4.1M +107,128 +46%
FSC
111
Full Sail Capital
Oklahoma
$13.9M +$412K +10,752 +4%
CFD
112
Creative Financial Designs
Indiana
$13.8M +$756K +19,728 +6%
WCWM
113
Wooster Corthell Wealth Management
Connecticut
$13.5M +$630K +16,448 +5%
SCM
114
SOL Capital Management
Maryland
$13.5M -$490K -12,800 -4%
RFC
115
Regions Financial Corp
Alabama
$13.2M -$8.95M -233,756 -42%
William Blair & Company
116
William Blair & Company
Illinois
$13.1M -$1.5M -39,140 -11%
PWM
117
Praetorian Wealth Management
California
$13M +$12.1M +316,652 New
M&T Bank
118
M&T Bank
New York
$12.9M -$557K -14,540 -4%
NAS
119
Nicolet Advisory Services
Wisconsin
$12.4M +$4.54M +118,428 +64%
TFO
120
Tarbox Family Office
California
$12.3M +$1.13M +29,496 +11%
VVP
121
Venture Visionary Partners
Ohio
$11.8M +$1.17M +30,596 +12%
EIG
122
Ellenbecker Investment Group
Wisconsin
$11.8M +$237K +6,176 +2%
PFA
123
Paradigm Financial Advisors
Missouri
$11.4M -$722K -18,852 -6%
PA
124
Parallel Advisors
California
$11.2M -$517K -13,492 -5%
BF
125
Blankinship & Foster
California
$11M +$338K +8,816 +3%

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.