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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
PCMC
1251
Private Capital Management (Colorado)
Colorado
$289K -$16.3K -260 -5%
PWA
1252
Providence Wealth Advisors
Illinois
$287K -$2.26K -36 -0.8%
State Street
1253
State Street
Massachusetts
$287K +$41.4K +660 +17%
TA
1254
Tiedemann Advisors
New York
$286K -$1.32M -21,076 -82%
SA
1255
Sunesis Advisors
Kansas
$286K
MWM
1256
Mascoma Wealth Management
New Hampshire
$286K +$44.4K +708 +19%
CCA
1257
Cottonwood Capital Advisors
Utah
$285K +$280K +4,468 New
SFP
1258
Strategic Financial Partners
Oregon
$284K -$105K -1,680 -27%
RVPG
1259
Relative Value Partners Group
$284K -$7.77K -124 -3%
CCM
1260
Crossvault Capital Management
Texas
$284K -$1.25K -20 -0.4%
HWA
1261
HHM Wealth Advisors
Tennessee
$284K
AR
1262
Apeiron RIA
Texas
$284K +$279K +4,452 New
MCM
1263
Morton Capital Management
California
$283K +$279K +4,444 New
TCOO
1264
Trust Company of Oklahoma
Oklahoma
$283K
FCFS
1265
First Command Financial Services
Texas
$282K
IF
1266
Intrua Financial
Texas
$282K +$1.5K +24 +0.5%
EDRH
1267
Edmond de Rothschild Holding
Switzerland
$281K
NB
1268
NBT Bank
New York
$281K +$15K +240 +6%
CAM
1269
Congress Asset Management
Massachusetts
$280K -$121K -1,924 -30%
CAL
1270
Capital Advisors Ltd
Ohio
$280K -$107K -1,700 -28%
CCA
1271
Clearwater Capital Advisors
Illinois
$280K
GA
1272
Greenspring Advisors
Maryland
$280K +$275K +4,392 New
JFS
1273
JD Financial Services
Pennsylvania
$279K -$1K -16 -0.4%
FBC
1274
Fairfield, Bush & Co
Connecticut
$278K
OBWG
1275
Onyx Bridge Wealth Group
New York
$277K +$3.51K +56 +1%

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.