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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
PWM
1476
Provident Wealth Management
Tennessee
$70K
ZB
1477
Zions Bancorporation
Utah
$70K
RMC
1478
Resources Management Corp
Connecticut
$68K +$752 +12 +1%
TWP
1479
TFO Wealth Partners
Ohio
$67K +$67.5K +1,076 New
WTA
1480
Washington Trust Advisors
Massachusetts
$66K +$65.2K +1,040 New
FPFS
1481
First Personal Financial Services
North Carolina
$65K
DAC
1482
Dividend Assets Capital
South Carolina
$64K
MW
1483
Milestone Wealth
New York
$64K +$62.9K +1,004 New
PP
1484
PFS Partners
New Jersey
$63.5K +$62.4K +996 New
ZIG
1485
Zullo Investment Group
Pennsylvania
$63K +$61.9K +988 New
FFA
1486
Freedman Financial Associates
Massachusetts
$61K
BCM
1487
Birch Capital Management
Texas
$59K
BCPWM
1488
Bradley & Co Private Wealth Management
Florida
$56K
FCG
1489
Financial Connections Group
California
$56K +$55.7K +888 New
KCM
1490
KRS Capital Management
Michigan
$56K +$55.7K +888 New
KFI
1491
Key Financial Inc
Pennsylvania
$55K
FC
1492
Family CFO
California
$55K +$54.2K +864 New
WFA
1493
WestHill Financial Advisors
California
$54K
ARIS
1494
Advanced Research Investment Solutions
California
$53K +$12.5K +200 +31%
DWA
1495
Dougherty Wealth Advisers
Minnesota
$51K
CWP
1496
Concord Wealth Partners
Virginia
$51K +$42.4K +676 +545%
EA
1497
Evolution Advisers
Virginia
$51K +$50.9K +812 New
MIM
1498
MTM Investment Management
South Carolina
$50K
IIL
1499
Insight Inv LLC
California
$49K +$47.9K +764 New
RCM
1500
Regency Capital Management
Hawaii
$49K +$48.1K +768 New

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.