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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
BMCM
1326
Bryn Mawr Capital Management
Pennsylvania
$241K
BFA
1327
Beaumont Financial Advisors
Massachusetts
$241K +$2.51K +40 +1%
LHWM
1328
Lake Hills Wealth Management
Texas
$241K +$237K +3,780 New
MWP
1329
Madison Wealth Partners
Wisconsin
$240K -$9.53K -152 -4%
PL
1330
Parthenon LLC
Kentucky
$239K
Wealthfront Advisers
1331
Wealthfront Advisers
California
$239K +$235K +3,744 New
PCM
1332
Pennsylvania Capital Management
Pennsylvania
$239K +$235K +3,748 New
CFA
1333
Capstone Financial Advisors
Illinois
$238K -$11.3K -180 -5%
CFAM
1334
Coury Firm Asset Management
Pennsylvania
$238K +$234K +3,736 New
CWM
1335
Cahaba Wealth Management
Georgia
$238K +$234K +3,740 New
RMCM
1336
Reynders McVeigh Capital Management
Massachusetts
$236K +$232K +3,708 New
PP
1337
Palladium Partners
Virginia
$235K
WP
1338
WealthShield Partners
North Carolina
$235K +$231K +3,692 New
TP
1339
Tranquility Partners
Tennessee
$234K +$251 +4 +0.1%
SIM
1340
Studio Investment Management
Illinois
$234K +$231K +3,680 New
OPCM
1341
Osborne Partners Capital Management
California
$232K -$23.8K -380 -9%
COF
1342
Capital One Financial
Virginia
$232K
TWM
1343
Tradition Wealth Management
Minnesota
$232K +$139K +2,224 +157%
PA
1344
Probity Advisors
Texas
$231K -$401K -6,404 -64%
Members Trust
1345
Members Trust
Florida
$231K -$185K -2,944 -45%
ML
1346
McAdam LLC
Pennsylvania
$230K -$1.25K -20 -0.6%
TC
1347
Titleist Capital
Texas
$230K +$226K +3,612 New
PWM
1348
PRW Wealth Management
Massachusetts
$229K -$9.28K -148 -4%
CNFG
1349
Creegan & Nassoura Financial Group
New Hampshire
$229K
JWBC
1350
J.W. Burns & Co
New York
$229K

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.