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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
OCM
1226
Orser Capital Management
Texas
$308K +$65.2K +1,040 +27%
YIA
1227
YHB Investment Advisors
Connecticut
$306K +$501 +8 +0.2%
C1AG
1228
Client 1st Advisory Group
Florida
$306K +$10K +160 +3%
STA
1229
Summit Trail Advisors
New York
$306K +$43.9K +700 +17%
PCM
1230
Passive Capital Management
Maryland
$306K +$301K +4,800 New
CG
1231
Corundum Group
Colorado
$304K
Fisher Asset Management
1232
Fisher Asset Management
Washington
$304K +$299K +4,768 New
BC
1233
Bowman & Company
Wisconsin
$303K +$298K +4,756 New
HCM
1234
Highview Capital Management
Illinois
$303K +$298K +4,760 New
NP
1235
NorthRock Partners
Minnesota
$302K +$130K +2,072 +78%
DJYG
1236
David J. Yvars Group
Florida
$301K
SIM
1237
Sadoff Investment Management
Wisconsin
$301K +$296K +4,728 New
PA
1238
Parkside Advisors
California
$300K -$5.01K -80 -2%
FAM
1239
Flaharty Asset Management
Florida
$300K
MC
1240
Mathes Company
New York
$298K
AWG
1241
Altus Wealth Group
Colorado
$297K +$292K +4,656 New
FNBSF
1242
First National Bank Sioux Falls
South Dakota
$296K +$292K +4,652 New
LFA
1243
LifeGuide Financial Advisors
Pennsylvania
$296K +$292K +4,652 New
DP
1244
Dearborn Partners
Illinois
$294K -$7.52K -120 -3%
CC
1245
Cadinha & Co
Hawaii
$293K
FFC
1246
First Financial Corp
Indiana
$293K +$130K +2,076 +82%
PP
1247
Prosperity Planning
Missouri
$291K -$3.01K -48 -1%
FMTCOCP
1248
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$291K
RPSA
1249
Richard P. Slaughter Associates
Texas
$291K +$287K +4,580 New
WTFG
1250
Wells Trecaso Financial Group
Ohio
$290K +$25.1K +400 +10%

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.