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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
SIM
1401
Sterling Investment Management
Arizona
$202K +$198K +3,164 New
HA
1402
HFG Advisors
Ohio
$202K +$199K +3,168 New
CCM
1403
Cribstone Capital Management
Maine
$201K -$27.3K -436 -12%
AB
1404
Atlas Brown
Kentucky
$201K +$198K +3,152 New
MAG
1405
Mayfair Advisory Group
Alabama
$201K +$204K +3,260 New
AP
1406
Arlington Partners
Alabama
$200K +$61.7K +984 +46%
LCM
1407
LVM Capital Management
Michigan
$200K +$197K +3,140 New
RMDI
1408
R.M. Davis Inc
Maine
$200K +$197K +3,140 New
DIP
1409
DT Investment Partners
Pennsylvania
$200K +$197K +3,144 New
SN
1410
Sittner & Nelson
Oregon
$182K +$68.7K +1,096 +62%
SCA
1411
Snowden Capital Advisors
New York
$180K -$52.7K -840 -23%
GTAM
1412
Global Trust Asset Management
Florida
$179K
Barclays
1413
Barclays
United Kingdom
$177K
CFO
1414
CVA Family Office
Colorado
$173K +$120K +1,912 +240%
MFA
1415
Morling Financial Advisors
California
$166K +$163K +2,600 New
Simplex Trading
1416
Simplex Trading
Illinois
$166K +$164K +2,616 New
RA
1417
Rise Advisors
New York
$160K +$157K +2,512 New
CT
1418
Clearstead Trust
Maine
$158K
TH
1419
TCTC Holdings
Texas
$158K +$17.6K +280 +13%
BIA
1420
Bell Investment Advisors
California
$156K -$26.1K -416 -15%
NG
1421
NWK Group
California
$152K
GWSG
1422
GPS Wealth Strategies Group
Colorado
$152K +$501 +8 +0.3%
AWMS
1423
Advocacy Wealth Management Services
Georgia
$144K
VCM
1424
Vigilant Capital Management
Maine
$143K +$136K +2,164 +2,705%
CB
1425
Community Bank
New York
$140K -$37.6K -600 -21%

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.