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Vanguard Mid-Cap ETF
VO

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: 154 → 187 (+33)

16% more funds holding

Funds holding: 1,355 → 1,578 (+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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$799M
2
Bank of America
Bank of America
North Carolina
+$202M
3
ETC
Exchange Traded Concepts
Oklahoma
+$108M
4
CTC
Central Trust Company
Missouri
+$84.9M
5
CAM
Cresset Asset Management
Illinois
+$83.1M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$596M
2
PAG
Private Advisor Group
New Jersey
-$85.5M
3
TAIM
TD Ameritrade Investment Management
Nebraska
-$71.2M
4
Ameriprise
Ameriprise
Minnesota
-$30M
5
N
Natixis
France
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
1376
Luther King Capital Management (LKCM)
Texas
$214K – – –
SFG
1377
Synergy Financial Group
California
$214K +$210K +3,356 New
MFG
1378
Mission Financial Group
Nevada
$214K +$185K +2,948 New
PTP
1379
Platform Technology Partners
New York
$213K +$209K +3,336 New
RM
1380
Resource Management
Louisiana
$212K +$208K +3,324 New
FCT
1381
First Community Trust
Iowa
$209K +$206K +3,288 New
GM
1382
GeoWealth Management
Illinois
$209K -$204K -3,256 -50%
HIA
1383
Harbor Investment Advisory
Maryland
$209K -$25.3K -404 -11%
BOPW
1384
Brandywine Oak Private Wealth
Pennsylvania
$209K -$17.8K -284 -8%
NSB
1385
Norway Savings Bank
Maine
$209K -$12.5K -200 -6%
PFA
1386
Plotkin Financial Advisors
Maryland
$208K +$205K +3,272 New
APW
1387
Acima Private Wealth
Virginia
$208K – – –
OFG
1388
Orcam Financial Group
California
$208K +$204K +3,260 New
ST
1389
Sabal Trust
Florida
$208K +$205K +3,268 New
AIC
1390
Archer Investment Corporation
Indiana
$207K – – –
CC
1391
Cypress Capital
Tennessee
$207K +$203K +3,244 New
MA
1392
Mezzasalma Advisors
New Jersey
$207K +$204K +3,252 New
FWP
1393
Falcon Wealth Planning
California
$207K +$204K +3,256 New
FEG
1394
Financial Enhancement Group
Indiana
$205K -$14.8K -236 -7%
AC
1395
AlphaCore Capital
California
$204K -$381K -6,072 -65%
BAM
1396
Bosun Asset Management
Illinois
$204K +$201K +3,200 New
GB
1397
Goepper Burkhardt
South Carolina
$204K +$201K +3,200 New
ISL
1398
Ingalls & Snyder LLC
New York
$204K +$201K +3,200 New
RWA
1399
Redmont Wealth Advisors
Illinois
$204K +$201K +3,200 New
NC
1400
NovaPoint Capital
Georgia
$203K +$200K +3,188 New
54 55
56
57 58

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.