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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
HWA
101
Heartwood Wealth Advisors
Virginia
$30M -$143K -2,276 -0.5%
TFS
102
TrustCore Financial Services
Tennessee
$30M -$10.2M -163,300 -26%
US Bancorp
103
US Bancorp
Minnesota
$29.9M -$385K -6,148 -1%
FHA
104
First Horizon Advisors
Tennessee
$29.4M -$127K -2,024 -0.4%
BI
105
Ballast Inc
Kentucky
$29M -$16K -256 -0.1%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$28.8M +$10.5M +167,952 +59%
AllianceBernstein
107
AllianceBernstein
Tennessee
$28.7M +$564K +8,992 +2%
CIC
108
Cutler Investment Counsel
Oregon
$28.5M -$402K -6,412 -1%
AFS
109
Axiom Financial Strategies
Indiana
$28.3M +$7.19M +114,736 +35%
BBA
110
BLB&B Advisors
Pennsylvania
$28.2M -$492K -7,852 -2%
SCA
111
Spearhead Capital Advisors
Florida
$27.8M +$67.2K +1,072 +0.2%
BF
112
Blankinship & Foster
California
$27.6M +$434K +6,916 +2%
BP
113
BCK Partners
New York
$27.6M -$723K -11,536 -3%
FI
114
FIDELIS iM
Oregon
$27.4M +$571K +9,116 +2%
PFM
115
Phillips Financial Management
Indiana
$26.7M -$155K -2,472 -0.6%
CAN
116
Cetera Advisor Networks
California
$26.4M +$1M +15,972 +4%
WT
117
Whittier Trust
California
$26.3M -$154K -2,452 -0.6%
AA
118
Ancora Advisors
Ohio
$26M -$738K -11,768 -3%
RFC
119
Regions Financial Corp
Alabama
$25.7M +$1.68M +26,764 +7%
AWM
120
AE Wealth Management
Kansas
$25.6M +$5.87M +93,576 +30%
NA
121
NewEdge Advisors
Louisiana
$25.6M +$9.55M +152,408 +61%
FW
122
Fidato Wealth
Ohio
$24.9M +$24.5M +391,488 New
TPW
123
TL Private Wealth
Texas
$24.7M -$112K -1,792 -0.4%
FVWA
124
Foster Victor Wealth Advisors
South Carolina
$24.7M -$783K -12,488 -3%
DP
125
Divergent Planning
Maryland
$24.4M +$731K +11,668 +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.