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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
WT
1451
Washington Trust
Rhode Island
$96K -$19.1K -304 -17%
TFP
1452
Tilia Fiduciary Partners
North Carolina
$95K +$93.5K +1,492 New
AF
1453
Affiance Financial
Minnesota
$91K
AP
1454
Atwood & Palmer
Missouri
$90K -$37.6K -600 -30%
VNIM
1455
Vaughan Nelson Investment Management
Texas
$90K
CB
1456
CNB Bank
Pennsylvania
$87K
ST
1457
Sageworth Trust
Pennsylvania
$86K +$67.2K +1,072 +388%
C
1458
Covestor
United Kingdom
$86K +$85K +1,356 New
VC
1459
Vestor Capital
Illinois
$85K
TWA
1460
TCI Wealth Advisors
Arizona
$84K -$2.51K -40 -3%
OSNBOA
1461
Old Second National Bank of Aurora
Illinois
$82K +$51.4K +820 +107%
PPWM
1462
PFG Private Wealth Management
Florida
$81K -$3.78M -60,292 -98%
HFA
1463
HC Financial Advisors
California
$80K
IFS
1464
Intelligent Financial Strategies
Minnesota
$79K +$78K +1,244 New
RDIA
1465
RE Dickinson Investment Advisors
Iowa
$79K +$78K +1,244 New
BL
1466
Balentine LLC
Georgia
$78K
RG
1467
Retirement Group
California
$78K +$251 +4 +0.3%
AWM
1468
Abound Wealth Management
Tennessee
$77.7K +$76.5K +1,220 New
FCMT
1469
Founders Capital Management (Texas)
Texas
$77K
MCA
1470
Maryland Capital Advisors
Maryland
$76K +$74.5K +1,188 New
CIA
1471
Cascade Investment Advisors
Oregon
$74.1K
PA
1472
PSI Advisors
Florida
$73K
GI
1473
Gradient Investments
Minnesota
$73K +$32.1K +512 +81%
TF
1474
TimeScale Financial
Massachusetts
$71K -$8.27K -132 -11%
FA
1475
Financial Advantage
Maryland
$70K

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.