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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
LF
1426
Lee Financial
Texas
$140K -$5.77K -92 -4%
HCP
1427
Hexagon Capital Partners
Arkansas
$138K
SC
1428
Solstein Capital
California
$137K
AWA
1429
Aquire Wealth Advisors
Utah
$137K +$135K +2,148 New
LB
1430
Legacy Bridge
Iowa
$136K
PP
1431
Pacifica Partners
Canada
$135K +$15.5K +248 +13%
PP
1432
PrairieView Partners
Minnesota
$134K
GWS
1433
Glassman Wealth Services
Virginia
$131K +$251 +4 +0.2%
PWC
1434
PYA Waltman Capital
Tennessee
$131K +$129K +2,060 New
MWP
1435
MYCIO Wealth Partners
Pennsylvania
$129K +$127K +2,028 New
CSWM
1436
Cassady Schiller Wealth Management
Ohio
$123K +$121K +1,932 New
FF
1437
FourThought Financial
Florida
$120K -$5.77K -92 -5%
BWL
1438
Bogart Wealth LLC
Virginia
$111K
FNBOSM
1439
First National Bank of South Miami
Florida
$110K
FRA
1440
Front Row Advisors
California
$108K
VNA
1441
Valley National Advisers
Pennsylvania
$108K
GFPC
1442
Global Financial Private Client
Florida
$108K
PC
1443
Pecaut & Co
Iowa
$103K +$101K +1,616 New
STCOSD
1444
Sageworth Trust Company of South Dakota
South Dakota
$103K +$102K +1,624 New
AIM
1445
Axiom Investment Management
New York
$102K
TC
1446
Trust Company
Kansas
$102K
BHWM
1447
Beaird Harris Wealth Management
Texas
$102K +$100K +1,600 New
HBT
1448
Hills Bank & Trust
Iowa
$100K +$98.5K +1,572 New
LWANC
1449
Laurel Wealth Advisors (North Carolina)
North Carolina
$98K
MAM
1450
McCarthy Asset Management
California
$97K -$31.1K -496 -25%

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.