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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
MYIA
1351
Mount Yale Investment Advisors
Colorado
$229K +$225K +3,592 New
PWP
1352
Perfromance Wealth Partners
Illinois
$229K +$226K +3,600 New
TT
1353
TI-Trust
Illinois
$229K +$226K +3,600 New
AWAG
1354
ARS Wealth Advisors Group
Florida
$228K +$9.28K +148 +4%
KIG
1355
Kowal Investment Group
Wisconsin
$228K +$28.8K +460 +15%
EBT
1356
Enterprise Bank & Trust
Massachusetts
$227K -$46.4K -740 -17%
FLII
1357
First Long Island Investors
New York
$227K
MIM
1358
Marco Investment Management
Georgia
$225K -$12.5K -200 -5%
BFM
1359
Boston Financial Management
Massachusetts
$225K
NSIM
1360
North Star Investment Management
Illinois
$225K
MAA
1361
Matrix Asset Advisors
New York
$225K +$3.01K +48 +1%
CA
1362
Calton & Associates
Florida
$222K -$168K -2,676 -43%
IA
1363
Insight Advisors
Pennsylvania
$222K -$42.6K -680 -16%
MAM
1364
Meeder Asset Management
Ohio
$222K -$14K -224 -6%
HFAS
1365
Hummer Financial Advisory Services
Illinois
$222K
CAG
1366
Csenge Advisory Group
Florida
$220K
EA
1367
Evergreen Advisors
Tennessee
$220K +$752 +12 +0.3%
MPW
1368
MA Private Wealth
California
$219K +$752 +12 +0.3%
WDL
1369
Well Done LLC
Michigan
$219K +$215K +3,436 New
PWMG
1370
Provence Wealth Management Group
California
$218K +$214K +3,420 New
SBF
1371
Sara-Bay Financial
Florida
$217K +$1.25K +20 +0.6%
VWM
1372
Venturi Wealth Management
Texas
$216K +$212K +3,384 New
FZCM
1373
Flynn Zito Capital Management
New York
$216K +$212K +3,388 New
BWA
1374
Beam Wealth Advisors
Louisiana
$215K +$212K +3,376 New
SWM
1375
Sugarloaf Wealth Management
Georgia
$214K -$22.1K -352 -9%

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.