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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
JFGIW
1501
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K
MFC
1502
Morris Financial Concepts
South Carolina
$48K +$46.9K +748 New
S
1503
Surevest
California
$47K +$46.1K +736 New
BA
1504
Ballast Advisors
Minnesota
$46K
HI
1505
Hudock Inc
Pennsylvania
$46K
HF
1506
Halpern Financial
Virginia
$45.9K
AWA
1507
Amplius Wealth Advisors
Pennsylvania
$45K +$44.6K +712 New
LWA
1508
Lenox Wealth Advisors
New York
$42K
PMFA
1509
Plante Moran Financial Advisors
Michigan
$41K -$21.3K -340 -34%
BDWM
1510
Brewin Dolphin Wealth Management
Ireland
$39K
LIA
1511
LS Investment Advisors
Michigan
$39K
SIC
1512
SJS Investment Consulting
Ohio
$38K +$37.6K +600 New
AWM
1513
Atticus Wealth Management
Florida
$37K
OCM
1514
Orion Capital Management
California
$36K
BCM
1515
Blume Capital Management
California
$35K
IWP
1516
IAG Wealth Partners
Wisconsin
$34K -$251 -4 -0.7%
AC
1517
Asio Capital
Kentucky
$32K
IAIM
1518
Industrial Alliance Investment Management
Quebec, Canada
$32K +$31.8K +508 New
RK
1519
Rather & Kittrell
Tennessee
$32K +$31.8K +508 New
CPW
1520
Crestmont Private Wealth
Texas
$27K +$26.6K +424 New
ANBT
1521
American National Bank & Trust
Texas
$26K +$16.3K +260 +181%
IF
1522
Integrity Financial
Wyoming
$26K +$25.6K +408 New
AWM
1523
AllSquare Wealth Management
New York
$25K
AIA
1524
Armor Investment Advisors
North Carolina
$25K
TIM
1525
Tortoise Investment Management
New York
$25K

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.